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Ultra High Net Worth Financial Planner Jobs (NOW HIRING)

Bennett Thrasher LLP

Tax Manager - High-net-worth

Atlanta, GA · On-site

$105K - $138K/yr

... ultra-high-net-worth individuals and families. Our personal financial services/high net worth tax ... Minimum of 3+ years in tax compliance and planning, focused on high-net-worth individuals or ...

Advisors Excel

Advanced Planning Consultant

Experience providing advanced or wealth planning support to high-net-worth or ultra-high-net-worth clients. * Experience working directly with financial advisors or other financial professionals in a ...

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How much do ultra high net worth financial planner jobs pay per year?

As of Sep 12, 2026, the average yearly pay for ultra high net worth financial planner in the United States is $96,681.00, according to ZipRecruiter salary data. Most workers in this role earn between $76,000.00 and $102,000.00 per year, depending on experience, location, and employer.

What are popular job titles related to Ultra High Net Worth Financial Planner jobs?

For Ultra High Net Worth Financial Planner jobs, the most frequently searched job titles are:

Infographic showing various Ultra High Net Worth Financial Planner job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 15% Part Time, and 2% Contract. Highlights an 86% Physical, 1% Hybrid, and 13% Remote job distribution, with an average salary of $96,681 per year, or $46.5 per hour.

Senior Financial Planner

White Plains, NY • On-site

Focus Financial Partners
Finance and Insurance • 201 - 500 employees
Learn more about Focus Financial Partnersexternal

$130K - $160K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 15 days ago

Job description

The Portfolio Strategy Group (PSG) is a premier independent Registered Investment Advisor (RIA) with more than 35 years of experience serving high- and ultra-high-net-worth individuals and families. The firm oversees more than $2.7 billion in client assets and is recognized for its customized wealth management approach, research-driven investment philosophy, and long-standing client relationships.

We are seeking an experienced Senior Financial Planner to join our growing team in White Plains. This role is ideal for a technically strong planner with deep eMoney expertise, sound judgment, and the ability to contribute meaningfully within client relationships while supporting senior advisors and partners.

Job Responsibilities:

  • Prepare and maintain comprehensive financial plans for high-net-worth and ultra-high-net-worth clients
  • Utilize eMoney extensively for financial modeling, scenario analysis, and planning recommendations
  • Partner closely with senior advisors and firm leadership to support ongoing client relationships
  • Participate in client meetings and contribute to planning discussions and strategic recommendations
  • Analyze complex financial situations involving retirement planning, tax planning, estate planning, cash flow, and investment coordination
  • Develop customized planning strategies tailored to clients' long-term goals and objectives
  • Assist in identifying planning opportunities and delivering proactive client advice
  • Collaborate with internal teams and external professionals to support integrated client solutions
  • Help ensure a high-touch, detail-oriented client experience

Qualifications:

  • CFP certification required
  • 3+ years of experience in financial planning, wealth management, or a related advisory role
  • Advanced proficiency with eMoney and financial planning software
  • Strong technical knowledge across retirement, tax, estate, and wealth transfer planning
  • Experience working with high-net-worth and ultra-high-net-worth clients preferred
  • Excellent analytical, organizational, and problem-solving skills
  • Strong communication and interpersonal abilities with the confidence to contribute in client-facing environments
  • High attention to detail, professionalism, and intellectual curiosity
  • Ability to work collaboratively within a team-oriented environment


This position is an exempt position. The annualized base pay range for this role is expected to be between $130,000-$160,000 base salary compensation range. Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate's experience and education.

#LI-JS1

Portfolio Strategy Group (PSG) is part of the Focus Financial Partners' network firm community. As part of the partnership, PSG remains independently operated but gains the support of a broader organization. Whether focused on growth, enhancing capabilities, or planning for the future, being part of Focus means you are part of something larger while still working in an entrepreneurial, firm-led environment.

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