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

Bessemer Trust Company

Office Manager

Atlanta, GA · On-site

... wealth planning, comprehensive family office services, and highly personalized client service ... Competitive base salary plus discretionary annual bonus for select positions * A 401(k) plan with a ...

Bessemer Trust Inc.

Office Manager

Atlanta, GA · Hybrid

... wealth planning, comprehensive family office services, and highly personalized client service ... Competitive base salary plus discretionary annual bonus for select positions * A 401(k) plan with a ...

Truist

Audit Director- Wealth & Advisory

Atlanta, GA · On-site

$185K - $200K/yr

... planning, scoping and execution of audit activities within the framework established by the ... The annual base salary for this position is $185,000-$200,000.** General Description of Available ...

Pwc

Asset & Wealth Management Tax Manager

Atlanta, GA · On-site

$99K - $266K/yr

Take ownership of projects, ensuring their successful planning, budgeting, execution, and ... The salary range for this position is: $99,000 - $266,000. Actual compensation within the range ...

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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 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:

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Cities near Decatur, GA with the most Wealth Planner Salary job openings:

Wealth Planner Salary jobs near you

Office Manager

Bessemer Trust Company

Atlanta, GA • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 6 days ago

Job description

The Bessemer Trust office is looking for an Office Manager to join their team. This role will be responsible for supporting the Head of the Office (Regional Director), as well as the Client Advisors and Wealth Advisors, collaborating with our Corporate Real Estate Team ensuring the office operates smoothly and collaborating with our Marketing team to coordinate local conferences and events.
Administrative Responsibilities:
  • Manage calendars effectively
  • Handle travel arrangements
  • Prepare timely and thorough expense reports
  • Screen incoming communications and route for follow-up
  • Communicate effectively with both internal and external contacts including significant prospect and client relationships
  • Maintain client confidentiality and information security
  • Organize meetings, luncheons, office events and interviews as needed
  • Establish effective working relationships with colleagues and external contacts and may be asked to provide flexible support to other Managers
  • Act as receptionist for the office

Office Management Responsibilities:
  • Manage office mail, including receiving and distributing incoming packages and mail, preparing outbound FedEx shipments, and maintaining office supply and shipping inventory
  • Liaise with firm's HR, IT and Corporate Real Estate Teams as needed, particularly for new hire onboarding responsibilities
  • Maintain working relationship with property management for day-to-day operations reporting and resolving issues, respond and provide on-site support for after-hour emergencies when needed (i.e. building shutdowns)
  • Access card administration, maintain life/safety protocols, support renovation projects
  • Vendor management - contracts, maintenance, cleaning, supplies, includes ordering supplies to ensure the office is well stocked
  • Hands-on approach to ensure office is always presentable, with a focus on client facing spaces

Qualifications:
  • Bachelor's degree and a minimum of 2-5 years of prior experience as an Office Manager and/or Executive Assistant
  • Adaptable and versatile skill set
  • Outstanding phone skills
  • Experience with Microsoft Office suite (Word, Excel, PowerPoint, Outlook)
  • Strong attention to detail
  • Ability to quickly grasp systems/technologies used at Bessemer
  • Excellent organizational skills, including the ability to handle multiple tasks simultaneously
  • Thoughtful interpersonal skills and comfort working within a team
  • Good working knowledge of office technology (PCs, printers, copy machines, etc.)
  • Exceptional verbal and written communication skills

About Bessemer Trust:
  • Bessemer Trust is a family office, overseeing $250 billion in assets for 3,000 individuals and families of substantial wealth. Its more than 1,300 employees are singularly focused on private wealth management - disciplined investment management, sophisticated wealth planning, comprehensive family office services, and highly personalized client service.
  • Established in 1907 as the family office for Annie and Henry Phipps, Bessemer Trust is in its seventh generation of ownership by the Phipps family. As a self-made entrepreneur, Henry Phipps was a founding partner and chief financial officer of Carnegie Steel.
  • Bessemer Trust retains its original focus as a privately owned and independent wealth manager deeply committed to its mission of providing peace of mind to its clients. Bessemer's adherence to putting clients' interests first, fiduciary mindset, and highly collaborative culture are at the heart of everything the firm does.

Key Facts:
  • For more than 119 years, Bessemer Trust has operated continuously in a single line of business, independently owned by one family.
  • Headquartered in New York's Rockefeller Center, Bessemer Trust has 22 offices in total. Woodbridge, NJ, is one of the firm's largest offices, which hosts a wide range of technology and operations professionals. In addition to its sizable presence in New York and Woodbridge, the firm provides client service through offices in Atlanta, Boston, Chicago, Dallas, Delaware, Denver, Garden City, Grand Cayman, Greenwich, Houston, Los Angeles, Miami, Naples, Nevada, Palm Beach, San Diego, San Francisco, Seattle, Stuart, and Washington, D.C.
  • To watch a video about Bessemer Trust's history, click here.
  • To learn more about Bessemer Trust, click here.

About Our Employee Rewards and Benefits:
  • We provide exceptional rewards and benefits that are among the best in the industry, giving our people access to a wide range of options, including:
  • Competitive base salary plus discretionary annual bonus for select positions
  • A 401(k) plan with a generous annual profit-sharing contribution
  • Personalized development and career opportunities, including tuition reimbursement support
  • Comprehensive medical, dental, and vision plans with zero contributions for employee coverage
  • Employee assistance (EAP) and wellness programs
  • Hybrid work environment: 60% in office, 40% remote for most positions
  • Paid time off and paid parental leave
  • Employer-paid life insurance and short- and long-term disability coverage
  • Legal services and financial wellness plans at no cost to employees

Securities licenses will not generally be obtained or maintained unless deemed by Bessemer Trust to be required in order for you to perform the responsibilities of this position.
Bessemer is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. We encourage candidates of diverse backgrounds to apply

Apply