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Wealth Planner Jobs (NOW HIRING)

Zionsbank Corp

Wealth Planner

Irvine, CA · On-site

$139K - $150K/yr

Advanced knowledge of financial analysis, tax, estate planning and wealth transfer planning practices and techniques. Salary range for this position is $139,000-$150,000

Empeople Credit Union

Wealth Planner

Moline, IL · On-site

$75K - $113K/yr

OVERVIEW The Wealth Planner is responsible for developing client solutions for individuals with high-net worth and for handling all levels of planning situations for clients. The Wealth Planner is ...

Bank of America

Wealth Planner

Greenwood Village, CO · 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 ...

Bank of America

Wealth Planner - EGP

Oklahoma City, OK · 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 ...

Bank of America

Wealth Planner - EGP

Oklahoma City, OK · 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 ...

US Bank

PWM Wealth Planner

Seven Hills, OH · Hybrid

$134K - $164K/yr

The Wealth Planner provides the following comprehensive planning services to clients: lifestyle planning, protection planning, philanthropic, tax planning, business transition planning, estate ...

US Bank

PWM Wealth Planner

Columbus, OH · Hybrid

$134K - $164K/yr

The Wealth Planner provides the following comprehensive planning services to clients: lifestyle planning, protection planning, philanthropic, tax planning, business transition planning, estate ...

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 planning, protection planning, philanthropic, tax planning, business transition planning, estate ...

ECG Resources

SVP/Head of Wealth Planning

Manhattan, NY · On-site

The senior wealth planner will also be responsible for reviewing financial plans created by junior team members. Extensive experience with eMoney financial planning software is essential as eMoney is ...

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Wealth Planner information

See salary details

$34.5K

$65.7K

$95.5K

How much do wealth planner jobs pay per year?

As of Aug 13, 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 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?

AspectWealth PlannerFinancial Advisor
CredentialsCFP, ChFC, or similar certificationsCFP, Series 7, Series 66, or similar
Work EnvironmentHolistic wealth management, personalized planningInvestment advice, portfolio management
Employer & IndustryFinancial planning firms, independent advisorsBanks, 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.

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 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.
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:
Wealth Planner jobs near you
Infographic showing various Wealth Planner job openings in the United States as of August 2026, with employment types broken down into 70% Full Time, 28% Part Time, and 2% Contract. Highlights an 91% Physical, 4% Hybrid, and 5% Remote job distribution, with an average salary of $65,702 per year, or $31.6 per hour.

Wealth Planner

Zionsbank Corp

Irvine, CA • On-site

$139K - $150K/yr

Full-time

Posted 7 days ago

Job description

Perform a wide range of planning, education and analysis duties for both existing and prospective clients.

Responsibilities include: retirement modeling, risk management/insurance analysis, educational modeling, estate plan document and tax situation reviews, plan preparations, and providing investment recommendations that align with client goals. Responsible for on-going relationship building with clients and accountable for client satisfaction and retention. Other duties as assigned.

Requires a Bachelor's and 6 years financial planning experience, legal, tax or other directly related experience. CFP, CPA, JD, MBA preferred. A combination of education and experience may meet requirements. Advanced knowledge of financial analysis, tax, estate planning and wealth transfer planning practices and techniques.

Salary range for this position is $139,000-$150,000

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