Wealth Planner
$52K - $71K/yr
Description The Wealth Planner plays a pivotal role in delivering a differentiated, advice-led planning experience to high-net-worth clients. This individual serves as a trusted partner, leading ...
Wealth Planner
$52K - $71K/yr
Description The Wealth Planner plays a pivotal role in delivering a differentiated, advice-led planning experience to high-net-worth clients. This individual serves as a trusted partner, leading ...
Wealth Planner
El Segundo, CA · On-site
$90K - $115K/yr
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.
Wealth Planner
El Segundo, CA · On-site
$90K - $115K/yr
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.
Wealth Planner
Pittsburgh, PA · On-site
$52K - $71K/yr
Description The Wealth Planner plays a pivotal role in delivering a differentiated, advice-led planning experience to high-net-worth clients. This individual serves as a trusted partner, leading ...
Wealth Planner
Pittsburgh, PA · On-site
$52K - $71K/yr
Description The Wealth Planner plays a pivotal role in delivering a differentiated, advice-led planning experience to high-net-worth clients. This individual serves as a trusted partner, leading ...
Wealth Planner
Los Angeles, CA · On-site
$70K/yr
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.
Wealth Planner
Los Angeles, CA · On-site
$70K/yr
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.
Wealth Planner
$77K - $85K/yr
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.
Wealth Planner
$77K - $85K/yr
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.
Wealth Planner
Pittsburgh, PA · On-site
$52K - $71K/yr
Description The Wealth Planner plays a pivotal role in delivering a differentiated, advice-led planning experience to high-net-worth clients. This individual serves as a trusted partner, leading ...
Wealth Planner
Pittsburgh, PA · On-site
$52K - $71K/yr
Description The Wealth Planner plays a pivotal role in delivering a differentiated, advice-led planning experience to high-net-worth clients. This individual serves as a trusted partner, leading ...
Wealth Planner
$90K - $120K/yr
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.
Wealth Planner
$90K - $120K/yr
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.
Wealth Planner
Los Angeles, CA · On-site
$70K/yr
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.
Wealth Planner
Los Angeles, CA · On-site
$70K/yr
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.
Wealth Planner
$85K - $125K/yr
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.
Wealth Planner
$85K - $125K/yr
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.
Wealth Planner
El Segundo, CA · On-site
$90 - $115/hr
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.
Wealth Planner
El Segundo, CA · On-site
$90 - $115/hr
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.
Wealth Planner
Saratoga Springs, NY · On-site
$90K - $120K/yr
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.
Wealth Planner
Saratoga Springs, NY · On-site
$90K - $120K/yr
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.
Wealth Planner
Los Angeles, CA · On-site
$70 - $75/hr
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.
New
Wealth Planner
Los Angeles, CA · On-site
$70 - $75/hr
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.
New
Senior Wealth Planner
Miami, FL · On-site
The Senior Wealth Planner is a contributing member of HSBC's Wealth Planning and Advisory (WPA) team of global trust, estate planning, financial planning, family governance, philanthropy, and family ...
Senior Wealth Planner
Miami, FL · On-site
The Senior Wealth Planner is a contributing member of HSBC's Wealth Planning and Advisory (WPA) team of global trust, estate planning, financial planning, family governance, philanthropy, and family ...
Wealth Planner
El Segundo, CA · On-site
$90 - $115/hr
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 ...
New
Wealth Planner
El Segundo, CA · On-site
$90 - $115/hr
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 ...
New
Wealth Planner
Saratoga Springs, NY · On-site
$90 - $120/hr
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 ...
New
Wealth Planner
Saratoga Springs, NY · On-site
$90 - $120/hr
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 ...
New
$120 - $180/hr
Description The Wealth Planner plays a pivotal role in delivering a differentiated, advice-led planning experience to high-net-worth clients. This individual serves as a trusted partner, leading ...
New
$120 - $180/hr
Description The Wealth Planner plays a pivotal role in delivering a differentiated, advice-led planning experience to high-net-worth clients. This individual serves as a trusted partner, leading ...
New
Wealth Planner
$53K - $73K/yr
The Wealth Planner will be responsible for delivering planning to clients with a net worth of $1-10M. This role is responsible for delivering high-quality financial planning services, conducting in ...
Wealth Planner
$53K - $73K/yr
The Wealth Planner will be responsible for delivering planning to clients with a net worth of $1-10M. This role is responsible for delivering high-quality financial planning services, conducting in ...
Wealth Planner
$52K - $72K/yr
The Wealth Planner will be responsible for delivering planning to clients with a net worth of $1-10M. This role is responsible for delivering high-quality financial planning services, conducting in ...
Wealth Planner
$52K - $72K/yr
The Wealth Planner will be responsible for delivering planning to clients with a net worth of $1-10M. This role is responsible for delivering high-quality financial planning services, conducting in ...
Wealth Planner
Dallas, TX · On-site
$53K - $73K/yr
The Wealth Planner will be responsible for delivering planning to clients with a net worth of $1-10M. This role is responsible for delivering high-quality financial planning services, conducting in ...
Wealth Planner
Dallas, TX · On-site
$53K - $73K/yr
The Wealth Planner will be responsible for delivering planning to clients with a net worth of $1-10M. This role is responsible for delivering high-quality financial planning services, conducting in ...
Wealth Planner
San Jose, CA · On-site
Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life ...
Wealth Planner
San Jose, CA · On-site
Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life ...
Wealth Planner information
See salary details
$34.5K - $40K
6% of jobs
$40K - $45.6K
4% of jobs
$45.6K - $51.1K
6% of jobs
$54.4K is the 25th percentile. Wages below this are outliers.
$51.1K - $56.7K
14% of jobs
$56.7K - $62.2K
11% of jobs
The median wage is $64.7K / yr.
$62.2K - $67.8K
20% of jobs
$72.4K is the 75th percentile. Wages above this are outliers.
$67.8K - $73.3K
17% of jobs
$73.3K - $78.9K
12% of jobs
$78.9K - $84.4K
5% of jobs
$84.4K - $90K
3% of jobs
$90K - $95.5K
2% of jobs
$34.5K
$65.7K
$95.5K
How much do wealth planner jobs pay per year?
As of Sep 2, 2026, the average yearly pay for wealth planner 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 a wealth planner?
A Wealth Planner is a financial professional who helps individuals and families manage, grow, and protect their wealth. They provide personalized advice on investment strategies, retirement planning, tax optimization, estate planning, and risk management. Wealth Planners work closely with clients to develop comprehensive financial plans that align with their goals and values, ensuring long-term financial security. They may also coordinate with other professionals, such as accountants and attorneys, to address complex financial needs.
How do wealth planners typically collaborate with other financial professionals to create comprehensive client strategies?
Wealth Planners often work closely with a team that can include tax advisors, estate attorneys, investment managers, and insurance specialists to develop holistic financial plans for clients. This collaboration ensures all aspects of a client’s financial life are aligned and optimized, from tax efficiency to estate planning. Regular meetings and clear communication are essential, as Wealth Planners coordinate advice and integrate recommendations into actionable plans. This teamwork not only enhances client service but also provides Wealth Planners with opportunities to learn from specialists and broaden their expertise.
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 financial planning, investment strategies, and tax regulations, often supported by certifications such as CFP or CFA. Proficiency with financial planning software, portfolio management systems, and risk assessment tools is commonly required. Excellent interpersonal skills, active listening, and trustworthiness help build long-term client relationships and deliver tailored advice. These skills are crucial for creating effective financial plans and ensuring clients reach their financial goals with confidence.
What is the difference between Wealth Planner vs Financial Advisor?
| Aspect | Wealth Planner | Financial Advisor |
|---|---|---|
| Credentials | CFP, ChFC, or similar certifications | CFP, Series 7, Series 66, or similar |
| Work Environment | Holistic wealth management, personalized planning | Investment advice, portfolio management |
| Employer & Industry | Financial planning firms, independent advisors | Banks, brokerage firms, independent advisors |
Wealth Planners focus on comprehensive financial and estate planning, offering personalized strategies for wealth accumulation and preservation. Financial Advisors primarily concentrate on investment management and portfolio advice. While both roles require similar certifications and often work in overlapping environments, Wealth Planners provide broader, holistic financial solutions compared to the investment-centric approach of Financial Advisors.
More about Wealth Planner jobs
What cities are hiring for Wealth Planner jobs?
Cities with the most Wealth Planner job openings:
What are the most commonly searched types of Wealth Planner jobs?
The most popular types of Wealth Planner jobs are:
What states have the most Wealth Planner jobs?
States with the most job openings for Wealth Planner jobs include:
Huntington National Bank rating
8.1
Based on 174 frontline employees who took The Breakroom Quiz
65th of 174 rated banks
Job description
Description
The Wealth Planner plays a pivotal role in delivering a differentiated, advice-led planning experience to high-net-worth clients. This individual serves as a trusted partner, leading sophisticated planning engagements through deep discovery and translating client goals into tailored, actionable wealth strategies. Working closely with both clients and Wealth Advisors, the Wealth Planner brings clarity and confidence to complex financial decisions while consistently delivering high-quality, comprehensive planning that drives meaningful outcomes.
Duties And Responsibilities
- Lead financial planning engagements for HNW clients.
- Conduct thorough discovery conversations to identify client goals, values, and financial objectives.
- Develop, present, and review customized financial plans, incorporating retirement, tax, estate, investment, and risk management strategies.
- Collaborate closely with internal wealth advisors to support client relationship management and plan implementation.
- Provide mentorship, training, and guidance to wealth advisors on financial planning best practices and effective discovery techniques.
- Ensure all financial plans meet compliance and regulatory requirements and reflect the firm’s planning philosophy.
- Stay informed of industry trends, tax laws, and planning strategies to provide clients with cutting-edge advice.
- Perform other duties as assigned.
Basic Qualifications:
- Bachelor’s degree
- CFP® designation preferred.
- Minimum 8 years of experience in financial planning or wealth management.
- Exceptional interpersonal and communication skills.
- Strong coaching and presentation abilities.
#LI-NG1
#LI-Onsite
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
Workplace Type:
OfficeOur Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We’re combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington is an Equal Opportunity Employer.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Note to Agency Recruiters: Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
What Huntington National Bank employees say
Pay
Benefits
Hours and flexibility
Workplace
Get the full story on Breakroom
About Huntington Bank
Sourced by ZipRecruiter
Industry
Banking and credit intermediation
Company size
10,000+ Employees
Headquarters location
Columbus, OH, US