ZipRecruiter

Log In

1

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 ...

Capgroup

Associate Wealth Planner II

Los Angeles, CA · On-site

You'll receive a competitive salary, bonuses and benefits. Your company-funded retirement ... Wealth Strategy Analyses (WSAs), Goals-based Planning Analysis, Roth Conversions, Insurance Needs ...

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 · 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 ...

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 ...

US Bank

PWM Senior Wealth Planner

Seattle, WA

$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 ...

next page

Showing results 1-20

All JobsFinance and Insurance JobsWealth Planner Salary Jobs

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 Aug 30, 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.
More about Wealth Planner Salary jobs

What cities are hiring for Wealth Planner Salary jobs?

Cities with the most Wealth Planner Salary job openings:

What states have the most Wealth Planner Salary jobs?

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

What job categories do people searching Wealth Planner Salary jobs look for?

The top searched job categories for Wealth Planner Salary jobs are:

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 90% Full Time, 8% Part Time, and 2% Contract. Highlights an 83% Physical, 3% Hybrid, and 14% Remote job distribution, with an average salary of $65,702 per year, or $31.6 per hour.

WEALTH PLANNER

Reston, VA • On-site

Cresset Capital
See more jobs at Cresset Capitalexternal

$56K - $77K/yr

Other

Medical, Dental, Vision, Life, Retirement

Re-posted 26 days ago

Job description

About Cresset
Cresset is a firm built by clients, for clients. As an independent, award-winning multi-family office and private investment firm, we are reimagining the way wealth is experienced. Our purpose is to help ensure that both wealth and life are fully optimized-integrated, intentional, and aligned with each client's vision of success.
We provide access to the caliber of talent, ideas, and investment opportunities typically available to the largest single-family offices and institutions. Our approach is personalized, entrepreneurial, and client-first.
Proudly owned by our clients and employees, Cresset was built to endure. We are creating a 100+ year firm-one focused on delivering an exceptional experience, not only for the families we serve but for the team that serves them. Recognized by Barron's and Forbes among the nation's top RIA firms, and as one of the industry's best places to work,* Cresset is guided by long-term relationships, shared success, and a belief that wealth should serve a life well lived.
Job Summary
Cresset is seeking a Wealth Planner/CFP® professional with extensive planning experience in serving the needs of high-net worth individuals, families, and business owners. The candidate will serve as a primary financial planning point of contact for client families, and collaborate with wealth management peers (Wealth Advisor, private banker, attorney and tax advisor) to deliver an integrated and optimized client experience.
Key Responsibilities
  • Create custom financial plans for prospective and current clients, and refine them as their unique situations and economic landscape warrant
  • Present financial plans and communicate complex planning concepts with ease to clients, prospects, and peers
  • Collaborate with Wealth Advisors and clients' other trusted professionals to deliver integrated advice
  • Cultivate strong relationships with existing Cresset clients and proactively bring financial planning solutions to the table
  • Utilize technology to communicate concepts, design plans, and scale
  • Attend client review meetings on occasion, in conjunction with the Wealth Advisor
  • Serve as a trusted partner to help clients navigate complexities in pursuit of their goals
  • Remain current on trends, legislative developments, and planning opportunities, and proactively apply them
  • Maintain a personal commitment to continuing education for professional development and growth

Qualifications
  • CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional
  • Bachelor's Degree in Business, Finance, or a related field
  • CPWA® designation, Masters degree, law degree, or CPA certification a plus
  • 10+ years financial services experience, with 5+ years planning for high-net worth individuals and families
  • A thorough understanding of integrated financial planning, including estate and tax planning, risk management, philanthropic giving
  • Ability to process information and draw insightful conclusions from it; Exhibits a probing mind
  • Establishes and maintains effective working relationships with clients, their trusted advisors, and peers
  • Strong communication skills, both written and verbal, and engaged listening
  • Approaches problems with creativity, innovation, and tenacity
  • Candidate should be confident and assertive, and able to garner the respect of others
  • The ability to operate in a dynamic and fast-paced environment is essential
  • Experience with financial planning software, familiarity with eMoney a plus
  • Proven ability to handle confidential information with discretion and demonstrate the highest level of client service, ethics, and integrity
  • Proficient in the use of Salesforce, Microsoft Office programs including Word, Excel, PowerPoint and Outlook, and other office software and technology

What We Offer:
At Cresset, we focus on people first. As a service business, our people are our assets. Engaging our clients and employees is our highest priority. Salary will be based on factors including, but not limited to, experience, licenses/certifications, industry knowledge, and geographic location. Cresset offers a competitive compensation package including an annual incentive and a benefits package to all full-time employees including medical, dental, vision, life insurance, 401(k) retirement plan, health savings accounts, short and long-term disability insurance, voluntary critical and accident insurance, and pre-tax parking and transportation programs.
Equal Employment Opportunity
It is the policy of Cresset to ensure equal employment opportunity (EEO) for all employees and applicants for employment without regard to race, color, religion, sex, pregnancy (including childbirth, lactation, or related conditions), national origin or ancestry, age, disability, veteran status, uniformed servicemember status, sexual orientation, gender identity, status as a parent, genetic information (including testing and characteristics), or any other characteristic protected by applicable federal, state, or local law. It is Cresset's policy to comply with applicable laws concerning the employment of persons with disabilities, including reasonable accommodation for applicants and employees with disabilities.
Everything Starts With Culture.
Our Vision
We exist to optimize wealth and elevate life-giving clients the time, clarity, and trusted partnership to pursue what matters most.
Our Values
*Disclosures related to awards, recognitions, and rankings available here.
Cresset refers to Cresset Capital Management, and all its respective subsidiaries and affiliates. Cresset Asset Management, LLC, also conducts advisory business under the names of Cresset Sports & Entertainment, CH Investment Partners, and Cresset Capital. Cresset provides investment advisory, family office, and other services to individuals, families, and institutional clients. Cresset also provides investment advisory services to investment vehicles investing in private equity, real estate, and other investment opportunities. Cresset Asset Management, LLC is an SEC registered investment advisor. SEC registration does not imply any specific level of skill or training.

Apply