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

Pwc

Asset & Wealth Management Tax Director

Atlanta, GA

$150K - $438K/yr

Responsibilities - Leading strategic tax planning and compliance initiatives for asset and wealth ... Job Posting End Date The salary range for this position is: $150,000 - $438,000. Actual ...

Truist

Wealth Business Analyst III - FINRA

Atlanta, GA · On-site

$90K - $110K/yr

... planning and project management as needed on divisional initiatives, contributing meaningful ... The annual base salary for this position is $90,000 - $110,000 General Description of Available ...

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Wealth Planner Salary information

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$33.7K

$64.1K

$93.2K

How much do wealth planner salary jobs pay per year?

As of Aug 22, 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 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.

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 - Private Client Advisor - Huntsville, AL

JPMorgan Chase & Co

Atlanta, GA • On-site

Full-time

Medical, Retirement

Re-posted 20 days ago

JPMorgan Chase & Co. rating

8.0

Company rating: 8.0 out of 10

Based on 495 frontline employees who took The Breakroom Quiz

71st of 171 rated banks

Job description

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. 

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.

Job responsibilities
  • Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
  • Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
  • Demonstrate a deep understanding of financial markets and sound business judgement
  • Exhibit unwavering integrity that points toward doing right by clients at every opportunity
  • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
  • Provide a holistic view of clients' needs and financial coaching beyond investments
  • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
  • At least 2 years in a Financial Advisor role or equivalent financial services experience
  • Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
  • Demonstrated ability and commitment to goals-based planning and advice
  • A valid and active Series 7
  • A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment 
  • A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
  • Certified Financial Planning (CFP) certification is preferred
  • Bachelor's degree preferred

INVESTMENT AND INSURANCE PRODUCTS ARE:

NOT FDIC INSURED NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

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

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.

As part of the Consumer Bank, J.P. Morgan Wealth Management is committed to serving clients across all of their financial needs, with offerings ranging from self-directed and automated investing to full-service advisor relationships. The combined business has ~$400 billion in assets under management and ~4,000 advisors who work out of 3,500 branches and 21 offices.  We work directly with clients every day to help them reach their goals, whether they're focused on opportunities in the near future or larger aspirations down the line. But our long-term investment philosophy doesn't just apply to assets; it applies to our team, too. We're fostering and promoting diverse talent at every level to ensure you feel represented here, no matter who you are or where you come from.  As a business, we believe that fostering growth and mobility internally empowers us to deliver the exceptional service, custom solutions, and out-of-the-box thinking we're known for as a global leader.

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