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Total Wealth Planner Jobs (NOW HIRING)

Ceritypartners

Wealth Planner

San Diego, CA · On-site

$77K - $85K/yr

A Wealth Planner will provide comprehensive wealth management strategies consistent with our ... Below isa glimpse of the key elements of our total rewards package: * Health, dental, and vision ...

Cerity-Partners

Wealth Planner

San Diego, CA · On-site

$77K - $85K/yr

A Wealth Planner will provide comprehensive wealth management strategies consistent with our ... Below is a glimpse of the key elements of our total rewards package:Health, dental, and vision ...

Cerity Partners

Wealth Planner

Pasadena, CA · On-site

$85K - $125K/yr

A Wealth Planner will provide comprehensive wealth management strategies consistent with our ... Below is a glimpse of the key elements of our total rewards package: * Health, dental, and vision ...

Cerity Partners

Wealth Planner

Pasadena, TX · On-site

$85K - $125K/yr

A Wealth Planner will provide comprehensive wealth management strategies consistent with our ... Below is a glimpse of the key elements of our total rewards package: * Health, dental, and vision ...

Ceritypartners

Wealth Planner

Saratoga Springs, NY · On-site

$90K - $120K/yr

A Wealth Planner will provide comprehensive wealth management strategies consistent with our ... Below is a glimpse of the key elements of our total rewards package: * Health, dental, and vision ...

Cerity Partners

Wealth Planner

Pasadena, TX · On-site

$85K - $125K/yr

A Wealth Planner will provide comprehensive wealth management strategies consistent with our ... Below is a glimpse of the key elements of our total rewards package: * Health, dental, and vision ...

Cerity Partners

Wealth Planner

Boston, MA · On-site

$85K - $95K/yr

A Wealth Planner will provide comprehensive wealth management strategies consistent with our ... Below is a glimpse of the key elements of our total rewards package: * Health, dental, and vision ...

New

Ceritypartners

Wealth Planner

Boston, MA · On-site

$85K - $95K/yr

A Wealth Planner will provide comprehensive wealth management strategies consistent with our ... Below isa glimpse of the key elements of our total rewards package: * Health, dental, and vision ...

New

Cerity Partners LLC

Wealth Planner

Pasadena, CA · On-site

$85K - $125K/yr

A Wealth Planner will provide comprehensive wealth management strategies consistent with our ... Below is a glimpse of the key elements of our total rewards package:* Health, dental, and vision ...

Ceritypartners

Wealth Planner

Pasadena, CA · On-site

$85K - $125K/yr

A Wealth Planner will provide comprehensive wealth management strategies consistent with our ... Below is a glimpse of the key elements of our total rewards package: * Health, dental, and vision ...

Cerity Partners

Wealth Planner

Boston, MA · On-site

$110K - $120K/yr

A Wealth Planner will provide comprehensive wealth management strategies consistent with our ... Below is a glimpse of the key elements of our total rewards package: * Health, dental, and vision ...

New

Cerity Partners

Wealth Planner

Saratoga Springs, NY · On-site

$90K - $120K/yr

A Wealth Planner will provide comprehensive wealth management strategies consistent with our ... Below is a glimpse of the key elements of our total rewards package: * Health, dental, and vision ...

Ceritypartners

Wealth Planner

Boston, MA · On-site

$110K - $120K/yr

A Wealth Planner will provide comprehensive wealth management strategies consistent with our ... Below isa glimpse of the key elements of our total rewards package: * Health, dental, and vision ...

New

Ceritypartners

Senior Wealth Planner

Nashville, TN · On-site

A Wealth Planner will provide comprehensive wealth management strategies consistent with our ... Below is a glimpse of the key elements of our total rewards package: * Health, dental, and vision ...

Posted today

Us Bank

PWM Wealth Planner

Columbus, OH · On-site

$134K - $164K/yr

The Wealth Planner provides the following comprehensive planning services to clients: lifestyle ... Our approach to benefits and total rewards considers our team members' whole selves and what may be ...

U.S. Bank

PWM Wealth Planner

Columbus, OH · On-site

$134K - $164K/yr

The Wealth Planner provides the following comprehensive planning services to clients: lifestyle ... Our approach to benefits and total rewards considers our team members' whole selves and what may be ...

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Total Wealth Planner information

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$34.5K

$65.7K

$95.5K

How much do total wealth planner jobs pay per year?

As of Sep 11, 2026, the average yearly pay for total wealth planner in the United States is $65,702.00, according to ZipRecruiter salary data. Most workers in this role earn between $54,000.00 and $74,000.00 per year, depending on experience, location, and employer.

What is the difference between Total Wealth Planner vs Financial Advisor?

AspectTotal Wealth PlannerFinancial Advisor
CertificationsCFP, ChFC, CPASeries 7, 66, CFP (optional)
Work EnvironmentHolistic wealth management, comprehensive planningInvestment advice, portfolio management
Industry UsageFinancial planning firms, independent advisorsBanks, brokerage firms, independent advisors

While both roles focus on helping clients achieve financial goals, a Total Wealth Planner offers a comprehensive approach covering estate, tax, retirement, and investment planning. A Financial Advisor primarily concentrates on investment management and portfolio advice. The Total Wealth Planner provides a broader, holistic service, often requiring advanced certifications, whereas the Financial Advisor may focus more on investment products and strategies.

What does a total wealth planner do?

A total wealth planner helps clients develop comprehensive financial strategies to achieve their long-term financial goals. They analyze income, investments, taxes, estate planning, and risk management, often using financial planning software and holding certifications like CFP. Their work involves personalized advice, ongoing portfolio review, and coordinating with other financial professionals.

What cities are hiring for Total Wealth Planner jobs?

Cities with the most Total Wealth Planner job openings:

What are popular job titles related to Total Wealth Planner jobs?

For Total Wealth Planner jobs, the most frequently searched job titles are:

Wealth Planner

San Diego, CA • On-site

Ceritypartners
See more jobs at Ceritypartnersexternal

$77K - $85K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 23 days ago

Job description

Position Summary:

A Wealth Planner will provide comprehensive wealth management strategies consistent with our clients' goals and values. This colleague will support a Wealth Advisor in managing client relationships. Alongside the advisor, the wealth planner will develop individualized financial plans and recommendations to help clients meet their financial goals. The planner will also assist with client meetings and present findings and recommendations.

Primary Responsibilities:

  • Assist advisory team with onboarding of new clients: customize our standard contract with new client information, obtain all appropriate forms from custodian, and work with each new client to ensure accurate completion. Coordinate submission with the custodian for processing.

  • Responsible for cash transfers, wires, data maintenance, reporting and trading as needed.

  • Processing account openings, depositing electronic checks, moving money, and processing tasks with custodians.

  • Proactively interact with clients and assist in creating an outstanding client experience.

  • Schedule client meetings.

  • Receive client calls and resolve questions/issues as needed.

  • Analyze and input client data into financial planning software.

  • Assist with the timely completion and submission of all client related transaction requests.

  • Preparing forms and reports for client meetings.

  • Conduct independent research and build financial plans for prospective clients.

  • Develop client recommendations with assistance from the Wealth Advisor.

  • Assist in building comprehensive financial plans.

  • Organize and maintain the CRM system (Salesforce), utilize financial planning software (eMoney).

  • Ongoing maintenance and quality control of CRM.

  • Other duties as assigned

Required Qualifications:

  • Bachelor's degree

  • Series 65 (to be obtained within three months of hire date)

  • 2-4+ years financial planning, estate planning and/or tax planning/ preparation experience

  • Pursuing or has attained a CFP

Skills & Competencies:

  • Ability to develop wealth planning and investment recommendations and present to clients when applicable

  • Working knowledge of e-Money, Salesforce a strong plus.

  • Exceptional problem-solving skills, and ability to organize and prioritize work in order to meet deadlines in a proactive manner with little supervision required.

  • Must accept and thrive in a fast-paced, changing environment.

  • Ability to build and maintain relationships with potential and current clients.

  • Tenacious about doing what is right for the client - always.

Compensation Range:

$77,500-85,000

Why Cerity Partners:

Our people drive our success by working together to deliver exceptional service to our clients. Below isa glimpse of the key elements of our total rewards package:

  • Health, dental, and vision insurance - day 1!

  • 401(k) savings and investment plan options with 4% match

  • Flexible PTO policy

  • Parental Leave

  • Financialassistancefor advanced education and professional designations

  • Opportunity to give back time to local communities

  • Commuter benefits

Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.

Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must be authorized to work for any employer in the U.S.

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