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Wealth Planner Salary Jobs in Decatur, GA (NOW HIRING)

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Trust & Estate Planning Attorney

Atlanta, GA

$115K - $135K/yr

Salary: $115,000 - $135,000 per year A bit about us: ----- We are seeking an experienced and ... Provide comprehensive legal advice on all aspects of trust and estate planning, wealth transfer ...

US Bank

PWM Private Wealth Advisor

Atlanta, GA

$140K - $175K/yr

Our teams advise clients holistically on wealth and estate planning, investments, banking, credit ... Paid vacation (from two to five weeks depending on salary grade and tenure) * Up to 11 paid holiday ...

U.S. Bank

PWM Private Wealth Advisor

Atlanta, GA · On-site

$140K - $175K/yr

Our teams advise clients holistically on wealth and estate planning, investments, banking, credit ... Paid vacation (from two to five weeks depending on salary grade and tenure) * Up to 11 paid holiday ...

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All JobsWealth Planner Salary JobsWealth Planner Salary Jobs in Decatur, GA

Wealth Planner Salary information

See Decatur, GA salary details

$33.7K

$64.1K

$93.2K

How much do wealth planner salary jobs pay per year?

As of Aug 2, 2026, the average yearly pay for wealth planner salary in Decatur, GA is $64,147.00, according to ZipRecruiter salary data. Most workers in this role earn between $52,700.00 and $72,200.00 per year, depending on experience, location, and employer.

What jobs make $1,000,000 a year?

In the field of wealth planning, highly experienced financial advisors or private bankers managing large client portfolios can earn over $1 million annually through commissions, bonuses, and fees. Other high-earning roles include hedge fund managers, investment bankers, and top executives, often requiring advanced certifications, extensive experience, and a strong network. These positions typically involve high levels of responsibility, long hours, and specialized skills in finance and investment strategies.

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 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 field.

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 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.

Can financial advisors make $500,000 a year?

Financial advisors, including wealth planners, can earn $500,000 or more annually, especially those with extensive experience, a high net worth client base, or specialized certifications like the CFP. Achieving this level often requires a combination of high client assets, commissions, fees, and a strong professional network.

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 jobs pay $500,000 a year in the US?

In the US, high-paying roles such as senior wealth planners, investment bankers, corporate executives, and specialized surgeons can earn $500,000 or more annually. These positions often require advanced degrees, extensive experience, and certifications, and may involve long hours and high levels of responsibility.
What are popular job titles related to Wealth Planner Salary jobs in Decatur, GA? For Wealth Planner Salary jobs in Decatur, GA, the most frequently searched job titles are:
What job categories do people searching Wealth Planner Salary jobs in Decatur, GA look for? The top searched job categories for Wealth Planner Salary jobs in Decatur, GA are:
What cities near Decatur, GA are hiring for Wealth Planner Salary jobs? Cities near Decatur, GA with the most Wealth Planner Salary job openings:
Wealth Planner Salary jobs near you

J.P. Morgan Wealth Management - Executive Director, Advanced Planner (Wealth Strategist)

JPMorgan Chase & Co

Atlanta, GA • On-site

$51K - $71K/yr

Full-time

Medical, Retirement

Re-posted 23 days ago

JPMorgan Chase & Co. rating

8.0

Company rating: 8.0 out of 10

Based on 492 frontline employees who took The Breakroom Quiz

70th of 170 rated banks

Job description

Wealth Planning & Advice is a group of experts in trusts & estates, tax planning, financial planning and planning in related areas for individuals and their entities (operating businesses, private foundations, etc.). Our role is to work with advisors and their clients to educate them about wealth planning opportunities both simple (e.g., asset titling, beneficiary designations) and complex (e.g., GRATs, split-interest trusts). We provide intellectual capital to clients across the wealth continuum and will work on-on-one with clients in appropriate circumstances. Familiarity with the taxation of entities and of estates and trusts is also useful but not required. Knowledge of issues relating to securities-based compensation (restricted stock, employee stock options, performance share units, etc.), pre-liquidity planning, and concentrated position management (such as 10b5-1 plans, derivative-based transactions, and exchange funds) will also be a plus. 

As an Executive Director, Wealth Planner within J.P. Morgan Wealth Management, you will need a deep understanding of tax and trusts & estate laws and must be able to communicate that knowledge in a simple, non-technical way, both to communicate with our clients and also to communicate to our advisors and field leadership. You should approach clients with a goal-oriented approach; to that end, you will need to learn about the various products and platforms (investment, banking and lending) available to our advisors across USWM in order to identify issues and opportunities to engage with clients. You will partner with field management to solidify regional strategies and subsequently advise the field on how to execute on the strategies. You must demonstrate a natural curiosity for people as well as planning and for the wealth management industry overall, must demonstrate independent initiative and must be responsive. 

Job Responsibilities: 

  • Work with divisional leadership and WP&A leadership to develop and present content across different wealth management topics 

  • Serve as a resource to the USWM field in the areas of both simple and sophisticated tax and trust & estate planning strategies as well as in concentrated position management, corporate executive services, and pre-liquidity transaction planning 

  • Partner with field leadership and Practice Management to integrate estate and tax planning concepts into goals-based advice 

  • Maintain up-to-date knowledge of both federal and state tax laws relating to our areas of focus 

  • Promote J.P. Morgan's knowledge and sophistication to outside centers of influence, primarily accountants and attorneys 

  • Work with Advisors to develop business opportunities with new and existing clients 

  • Provide unbiased comprehensive and customized wealth planning advice to clients and prospective clients 

  • Must be comfortable working with individuals across the entire wealth spectrum and have experience with tax and wealth transfer strategies; familiarity with financial planning, investments, corporate executive issues and concentrated stock management is a plus 

  • Actively participant in team discussions to proactively propose planning ideas and industry trends that can be shared with the field 

  • Travel to local and out of state branches, as needed 

Required qualifications, capabilities, and skills: 

  • 4-year college degree and either J.D., LLM or CPA 

  • 7 plus years of practice as a trusts & estates or tax lawyer or CPA 

  • Self-starter with natural curiosity for individual planning and people 

  • Excellent attention to detail with strong written and oral communication skills 

  • Strong team player with a predisposition to service function 

  • Ability to drive business results with broad background in trust and estate planning issues 

  • A strong self-motivated individual who can work closely with Advisors without daily contact with a direct manager 

  • Strong presentation skills in one on one and group meetings 

  • Experience and ability in understanding clients' financial situations and personal circumstance 

  • Must be able to coach colleagues, Financial Advisors and clients (very strong partnership skills) 

  • Individual with high ethical standards who never sacrifices integrity and works in the clients' best interest 

Preferred qualifications, capabilities, and skills: 

  • Series 7 & 66 required (may be fulfilled within 6 months of assuming role) 

  • Strong working knowledge of Microsoft Office suite 

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. 

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.  We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. 

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans

Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction.

We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.

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