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Wealth Planner Jobs (NOW HIRING)

Waldron Private Wealth

Wealth Planner

Bridgeville, PA · On-site

$51K - $70K/yr

Waldron Private Wealth (Waldron) is looking for a Wealth Planner to execute Waldron's financial planning process which encompasses analysis, client, and prospect deliverables, technical investment ...

Waldron Private Wealth

Wealth Planner

Plymouth, MI · On-site

$65 - $95/hr

Waldron Private Wealth (Waldron) is looking for a Wealth Planner to execute Waldron's financial planning process which encompasses analysis, client, and prospect deliverables, technical investment ...

Waldron Private Wealth

Wealth Planner

Plymouth, MI · On-site

$51K - $70K/yr

Waldron Private Wealth (Waldron) is looking for a Wealth Planner to execute Waldron's financial planning process which encompasses analysis, client, and prospect deliverables, technical investment ...

Waldron Private Wealth

Wealth Planner

Plymouth, MI · On-site

$51K - $70K/yr

Waldron Private Wealth (Waldron) is looking for a Wealth Planner to execute Waldron's financial planning process which encompasses analysis, client, and prospect deliverables, technical investment ...

Waldron Private Wealth

Wealth Planner

Bridgeville, PA · On-site

$51K - $70K/yr

Waldron Private Wealth (Waldron) is looking for a Wealth Planner to execute Waldron's financial planning process which encompasses analysis, client, and prospect deliverables, technical investment ...

Ceritypartners

Wealth Planner

El Segundo, CA · On-site

$90K - $115K/yr

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.

Sequoia Financial Group Llc

Wealth Planner

Akron, OH · On-site

$51K - $70K/yr

The Wealth Planner prepares comprehensive financial plans and modular analyses and works with our client facing advisors to develop technical wealth planning advice and resources related to ...

Sequoia Financial Group Llc

Wealth Planner

Cleveland, OH · On-site

$52K - $71K/yr

The Wealth Planner prepares comprehensive financial plans and modular analyses and works with our client facing advisors to develop technical wealth planning advice and resources related to ...

Sequoia Financial Group Llc

Wealth Planner

Denver, CO · On-site

$55K - $75K/yr

The Wealth Planner prepares comprehensive financial plans and modular analyses and works with our client facing advisors to develop technical wealth planning advice and resources related to ...

Sequoia Financial Group Llc

Wealth Planner

Phoenix, AZ · On-site

$49K - $67K/yr

The Wealth Planner prepares comprehensive financial plans and modular analyses and works with our client facing advisors to develop technical wealth planning advice and resources related to ...

Cerity-Partners

Wealth Planner

San Diego, CA · On-site

$78 - $85/hr

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.

Cerity Partners

Wealth Planner

New York, NY · On-site

$110K - $120K/yr

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.

Cerity Partners

Wealth Planner

Pasadena, CA · On-site

$85K - $125K/yr

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.

Cerity Partners LLC

Wealth Planner

Manhattan, NY · On-site

$110 - $120/hr

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.

Ceritypartners

Wealth Planner

New York, NY · On-site

$110K - $120K/yr

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.

Cerity Partners LLC

Wealth Planner

Pasadena, CA · On-site

$85 - $125/hr

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.

Huntington

Wealth Planner

Pittsburgh, PA · On-site

$52K - $71K/yr

Description The Wealth Planner plays a pivotal role in delivering a differentiated, advice-led planning experience to high-net-worth clients. This individual serves as a trusted partner, leading ...

Cerity Partners Management LLC

Wealth Planner

Pasadena, CA · On-site

$85 - $125/hr

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.

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Wealth Planner information

See salary details

$34.5K

$65.7K

$95.5K

How much do wealth planner jobs pay per year?

As of Sep 2, 2026, the average yearly pay for 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 a wealth planner?

A Wealth Planner is a financial professional who helps individuals and families manage, grow, and protect their wealth. They provide personalized advice on investment strategies, retirement planning, tax optimization, estate planning, and risk management. Wealth Planners work closely with clients to develop comprehensive financial plans that align with their goals and values, ensuring long-term financial security. They may also coordinate with other professionals, such as accountants and attorneys, to address complex financial needs.

How do wealth planners typically collaborate with other financial professionals to create comprehensive client strategies?

Wealth Planners often work closely with a team that can include tax advisors, estate attorneys, investment managers, and insurance specialists to develop holistic financial plans for clients. This collaboration ensures all aspects of a client’s financial life are aligned and optimized, from tax efficiency to estate planning. Regular meetings and clear communication are essential, as Wealth Planners coordinate advice and integrate recommendations into actionable plans. This teamwork not only enhances client service but also provides Wealth Planners with opportunities to learn from specialists and broaden their expertise.

What are the key skills and qualifications needed to thrive as a wealth planner, and why are they important?

To thrive as a Wealth Planner, you need a strong background in financial planning, investment strategies, and tax regulations, often supported by certifications such as CFP or CFA. Proficiency with financial planning software, portfolio management systems, and risk assessment tools is commonly required. Excellent interpersonal skills, active listening, and trustworthiness help build long-term client relationships and deliver tailored advice. These skills are crucial for creating effective financial plans and ensuring clients reach their financial goals with confidence.

What is the difference between Wealth Planner vs Financial Advisor?

AspectWealth PlannerFinancial Advisor
CredentialsCFP, ChFC, or similar certificationsCFP, Series 7, Series 66, or similar
Work EnvironmentHolistic wealth management, personalized planningInvestment advice, portfolio management
Employer & IndustryFinancial planning firms, independent advisorsBanks, brokerage firms, independent advisors

Wealth Planners focus on comprehensive financial and estate planning, offering personalized strategies for wealth accumulation and preservation. Financial Advisors primarily concentrate on investment management and portfolio advice. While both roles require similar certifications and often work in overlapping environments, Wealth Planners provide broader, holistic financial solutions compared to the investment-centric approach of Financial Advisors.

More about Wealth Planner jobs

What cities are hiring for Wealth Planner jobs?

Cities with the most Wealth Planner job openings:

What are the most commonly searched types of Wealth Planner jobs?

The most popular types of Wealth Planner jobs are:

What states have the most Wealth Planner jobs?

States with the most job openings for Wealth Planner jobs include:

Wealth Planner jobs near you
Infographic showing various Wealth Planner job openings in the United States as of August 2026, with employment types broken down into 67% Full Time, 32% Part Time, and 1% Contract. Highlights an 90% Physical, 4% Hybrid, and 6% Remote job distribution, with an average salary of $65,702 per year, or $31.6 per hour.

Wealth Planner

Waldron Private Wealth

Bridgeville, PA • On-site

$51K - $70K/yr

Full-time

Posted 12 days ago

Job description

Waldron Private Wealth (Waldron) is looking for a Wealth Planner to execute Waldron’s financial planning process which encompasses analysis, client, and prospect deliverables, technical investment & planning topics, and value-added idea generation.  
In this role, you will:
  1. Create, update, maintain, and complete financial planning and investment deliverables including, but not limited to: estate planning documents such as trusts, health care proxies, last will and testaments power of attorney, custom created client facing presentations, investment updates and proposals. 
  2. Support Advisory Team with GAP (Gather, Analyze, Present) deliverable creation or client meeting deliverable creation through excel, financial planning software, and portfolio management software. Compile multiple pieces of potentially incomplete information into an organized, uniform client presentation. 
  3. Complete meeting preparation including data input into Excel, financial planning software, and portfolio management software with little to no supervision for clients supporting $2MM to $8MM of reoccurring revenue.  
  4. Provide value add investment & wealth planning ideas for client or prospect meeting preparation. 
  5. Complete detailed and organized meeting notes for internal client and prospect preparation meetings. 
  6. Research and conduct due diligence on investment and wealth planning related unique client questions or situations, as necessary. 
  7. Research and summarize value add investment and financial planning focused articles and/or presentations for the benefit of the Firm. 
  8. Oversee internal processes including, but not limited to: adding new clients to financial planning and portfolio management software or other internal software, as necessary. 
Education and Experience Requirements:
  1. Bachelor’s Degree in finance or related field required.  
  2. Minimum of one (1) year of experience in financial services industry preferred.
  3. Investment Adviser Representative registration eligibility required within 3 months of start date (e.g. CFP®, ChFC, PFS, CFA, CIC, Series 65, or Series 66). 
  4. Progression towards the CFP® or other approved designation preferred. 

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