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Total Wealth Planner Jobs (NOW HIRING)

US Bank

PWM Senior Wealth Planner

Seattle, WA · On-site

$157K - $192K/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 Senior Wealth Planner

Seattle, WA · On-site

$157K - $192K/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 13, 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 - Farmington Hills, MI

Farmington Hills, MI • On-site

Fidelity Investments
Investment Management and Consulting Services • 10K+ employees
Learn more about Fidelity Investmentsexternal

$74K - $100K/yr

Full-time

Retirement

Re-posted 10 days ago

Key responsibilities

  • Develop personalized, comprehensive financial roadmaps and deliver integrated wealth planning and investment strategies for clients.

  • Implement solutions supporting key life events, wealth transfer decisions, and multigenerational planning needs using sophisticated planning tools.

  • Build long-term client relationships through high-touch planning, increasing client engagement, referrals, and collaboration with peers.

Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 274 frontline employees who took The Breakroom Quiz

Job description


Note: Fidelity will not provide immigration sponsorship for this position.
The Role
As a Wealth Planner, your expertise drives meaningful, long-term relationships with clients seeking tailored financial guidance. You serve as a trusted adviser, counselor, and coach to clients with significant wealth and complexity, helping them grow, manage, and protect their assets. You partner with clients to develop personalized, comprehensive financial roadmaps and deliver integrated wealth planning and investment strategies aligned with their goals today, tomorrow, and across generations. Using sophisticated planning tools, you implement solutions that support key life events, wealth transfer decisions, and multigenerational planning needs. Through a high-touch planning experience, you build client dedication, increase share of wallet, generate referrals, and collaborate with peers to strengthen a culture of planning.
The Expertise and Skills You Bring
  • Bachelor's Degree highly preferred
  • CFP highly preferred
  • Active FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
  • 5+ years industry experience in financial services or a related field, 10+ years preferred
  • 3-5 years of financial planning experience, 5+ years preferred
  • Strong understanding of behavioral economics and family dynamics
  • Outstanding relationship-building skills with collaborative attitude
  • Proven track record of client satisfaction (high Net Promoter Score)
  • Deep understanding of investment theory, markets, and products
  • Success in fast paced environment
  • Experience developing, delivering, and executing comprehensive wealth management strategies including investment management, retirement, tax, and protection planning

The Team
Fidelity's greatest advantage is its people, and we believe in supporting associates both professionally and personally through a competitive total rewards package, comprehensive benefits, and a stable base salary that recognizes performance and achievement. We are committed to your success by providing robust training and onboarding opportunities at the branch, regional, national, and virtual levels, ensuring you have the resources and support needed to thrive. Backed by industry-leading products and services, sophisticated technology, and a premier investment platform, you will build long-term relationships with clients, earn their trust through your expertise and integrity, and help guide them toward their wealth management and retirement planning goals with confidence and peace of mind.
Fidelity's Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Certifications:
Series 07 - FINRA, Series 66 - FINRA
Category:
Sales
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

What Fidelity Investments employees say

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