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Wealth Planner Salary Jobs (NOW HIRING)

Cresset Capital

WEALTH PLANNER

Reston, VA · On-site

$56K - $77K/yr

Job Summary Cresset is seeking a Wealth Planner/CFP ® professional with extensive planning ... Salary will be based on factors including, but not limited to, experience, licenses/certifications ...

Cresset Capital

WEALTH PLANNER

Reston, VA · On-site

$56K - $77K/yr

Job Summary Cresset is seeking a Wealth Planner/CFP ® professional with extensive planning ... Salary will be based on factors including, but not limited to, experience, licenses/certifications ...

Associated Bank

Senior Wealth Planner

Chicago, IL · On-site

Associated Bank is seeking a Senior Wealth Planner to help high-net-worth individuals, business ... Competitive salaries with professional development and advancement opportunities. * Bonus benefits ...

Associatedbank

Senior Wealth Planner

Chicago, IL · On-site

Associated Bank is seeking a Senior Wealth Planner to help high-net-worth individuals, business ... Competitive salaries with professional development and advancement opportunities. * Bonus benefits ...

Associated Banc‑Corp

Senior Wealth Planner

Chicago, IL · On-site

$139 - $239/hr

Develop customized wealth planning strategies, including estate, business succession, executive ... Competitive salaries with professional development and advancement opportunities. * Bonus benefits ...

US Bank

PWM Wealth Planner

Columbus, OH · Hybrid

$134K - $164K/yr

The Wealth Planner provides the following comprehensive planning services to clients: lifestyle ... Paid vacation (from two to five weeks depending on salary grade and tenure) * Up to 11 paid holiday ...

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 ... Paid vacation (from two to five weeks depending on salary grade and tenure) * Up to 11 paid holiday ...

US Bank

PWM Wealth Planner

Seven Hills, OH · Hybrid

$134K - $164K/yr

The Wealth Planner provides the following comprehensive planning services to clients: lifestyle ... Paid vacation (from two to five weeks depending on salary grade and tenure) * Up to 11 paid holiday ...

Us Bank

PWM Wealth Planner

Columbus, OH · On-site

$134 - $164/hr

The Wealth Planner provides the following comprehensive planning services to clients: lifestyle ... Paid vacation (from two to five weeks depending on salary grade and tenure) * Up to 11 paid holiday ...

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 ... Paid vacation (from two to five weeks depending on salary grade and tenure) * Up to 11 paid holiday ...

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 ... Paid vacation (from two to five weeks depending on salary grade and tenure) * Up to 11 paid holiday ...

Keybank

Key Private Bank Wealth Planner

Naples, FL · On-site

$92K - $172K/yr

Location: 3777 Tamiami North, Naples Florida Job Summary The Wealth Planner (Planner) is ... COMPENSATION AND BENEFITS This position is eligible to earn a base salary in the range of $96,000 ...

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Wealth Planner Salary information

See salary details

$34.5K

$65.7K

$95.5K

How much do wealth planner salary jobs pay per year?

As of Sep 7, 2026, the average yearly pay for wealth planner salary 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 average salary of a wealth planner?

The average salary of a wealth planner varies depending on factors such as experience, location, and the employer. In the United States, wealth planners typically earn between $60,000 and $120,000 per year, with senior professionals or those working in major financial centers potentially earning even more through bonuses and commissions. Entry-level positions often start at a lower range, but salaries can increase significantly with experience and a strong client base.

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 finance, investment strategies, and wealth management, typically supported by a relevant degree and certifications such as CFP or CFA. Expertise with financial planning software, portfolio management tools, and regulatory compliance systems is essential. Excellent interpersonal skills, discretion, and the ability to communicate complex financial concepts clearly are highly valued in this role. These skills ensure you can build trust with clients, provide tailored advice, and help clients achieve their financial goals.

What are some common challenges wealth planners face in managing client relationships and how can they overcome them?

Wealth Planners often encounter challenges such as navigating complex client emotions around finances, balancing personalized advice with regulatory requirements, and managing expectations regarding investment performance. Building strong communication skills, staying updated with industry regulations, and fostering trust through transparent conversations can help address these challenges. Additionally, collaborating closely with other financial professionals, such as tax advisors or estate planners, ensures comprehensive solutions for clients and can strengthen long-term relationships.

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

AspectWealth Planner SalaryFinancial Advisor Salary
Required CredentialsCertified Financial Planner (CFP), Series 7/66CFP, Series 7/66, or similar
Work EnvironmentFinancial planning firms, banks, independent practiceBank branches, independent firms, insurance companies
Employer & Industry UsageUsed in wealth management, estate planningUsed in investment advice, asset management

Both roles often require similar certifications and work in financial services, but Wealth Planners typically focus on comprehensive wealth management and estate planning, while Financial Advisors may concentrate more on investment advice and portfolio management. Salary differences depend on experience, location, and client base, but both roles are vital in the financial industry.

What does a wealth planner do?

A wealth planner helps clients develop strategies to manage and grow their financial assets, including investments, estate planning, and retirement planning. They analyze clients' financial situations, provide tailored advice, and often use financial planning software to create comprehensive plans. Certification such as CFP is common in this role.
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What states have the most Wealth Planner Salary jobs?

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Wealth Planner Salary jobs near you
Infographic showing various Wealth Planner Salary job openings in the United States as of August 2026, with employment types broken down into 87% Full Time, 11% Part Time, and 2% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $65,702 per year, or $31.6 per hour.

Wealth Planner

Cerity Partners Management LLC

Pasadena, CA • On-site

$85 - $125/hr

Other

Medical, Dental, Vision, Retirement, PTO

Posted 5 days ago

Key responsibilities

  • Assist advisory team with onboarding of new clients, including customizing contracts and submitting forms to custodians.

  • Coordinate and process client transactions such as cash transfers, wires, account openings, and deposits.

  • Prepare for client meetings by analyzing data, creating reports, and developing financial plans and recommendations.

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 contracts, obtain forms from custodian, ensure accurate completion.
  • Coordinate submission with 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 Credentials
  • Bachelor’s degree.
  • Series 65 license.
  • 4+ years of financial planning, estate planning and/or tax planning/preparation experience.
  • Pursuing or has attained a CFP® designation.
Skills & Competencies
  • Ability to talk to clients independently.
  • Ability to train and mentor Client Service Associates.
  • Ability to develop wealth planning and investment recommendations and present to clients when applicable.
  • Working knowledge of e-Money and Salesforce.
  • Exceptional problem‑solving skills.
  • Strong organizational and prioritization skills to meet deadlines with little supervision.
  • Adaptability to a fast‑paced, changing environment.
  • Relationship building with potential and current clients.
  • Tenacity for doing what is right for the client.
Compensation & Benefits

Salary: $85,000 – $125,000.

Benefits include: Health, dental, and vision insurance – day 1! 401(k) savings and investment plan with 4% match. Flexible PTO policy. Parental leave. Financial assistance for advanced education and professional designations. Opportunity to give back time to local communities. Commuter benefits.

Equal Opportunity Employer

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 us.

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