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Wealth Planning Analyst Jobs (NOW HIRING)

MIO Partners

Wealth Planning Associate

New York, NY · On-site

The Wealth Planning Associate will play an integral role throughout the planning process, including gathering and analyzing client information, preparing planning inputs, and financial models ...

Chris Baily

Wealth Planning Associate

Manhattan, NY · On-site

$100 - $125/hr

Wealth Planning Associate Overview The Wealth Planning Associate role focuses on delivering ... Exceptional attention to detail and ability to analyze legal and financial documents. * Strong ...

MIO Partners

Wealth Planning Associate

Atlanta, GA · On-site

The Wealth Planning Associate will play an integral role throughout the planning process, including gathering and analyzing client information, preparing planning inputs, and financial models ...

MIO Partners

Wealth Planning Associate

New York, NY · On-site

The Wealth Planning Associate will play an integral role throughout the planning process, including gathering and analyzing client information, preparing planning inputs, and financial models ...

Oxford Financial GRP

Wealth Planner

Atlanta, GA · On-site

Chief Wealth Planning Officer FLSA Status: Exempt POSITION SUMMARY The Wealth Planner prepares estate and wealth planning analyses, including estate flowcharts, financial models, planning materials ...

Oxford Financial GRP

Wealth Planner

Cincinnati, OH · On-site

Chief Wealth Planning Officer FLSA Status: Exempt POSITION SUMMARY The Wealth Planner prepares estate and wealth planning analyses, including estate flowcharts, financial models, planning materials ...

Oxford Financial GRP

Wealth Planner

Chicago, IL · On-site

Chief Wealth Planning Officer FLSA Status: Exempt POSITION SUMMARY The Wealth Planner prepares estate and wealth planning analyses, including estate flowcharts, financial models, planning materials ...

Oxford Financial GRP

Wealth Planner

Grand Rapids, MI · On-site

Chief Wealth Planning Officer FLSA Status: Exempt POSITION SUMMARY The Wealth Planner prepares estate and wealth planning analyses, including estate flowcharts, financial models, planning materials ...

ADP, Inc.

Wealth Planner

Grand Rapids, MI · On-site

$100 - $125/hr

Chief Wealth Planning Officer FLSA Status: Exempt POSITION SUMMARY The Wealth Planner prepares estate and wealth planning analyses, including estate flowcharts, financial models, planning materials ...

New

Oxford Financial GRP

Wealth Planner

Cincinnati, OH · On-site

$52K - $72K/yr

Chief Wealth Planning Officer FLSA Status: Exempt POSITION SUMMARY The Wealth Planner prepares estate and wealth planning analyses, including estate flowcharts, financial models, planning materials ...

Oxford Financial GRP

Wealth Planner

Chicago, IL · On-site

$55K - $76K/yr

Chief Wealth Planning Officer FLSA Status: Exempt POSITION SUMMARY The Wealth Planner prepares estate and wealth planning analyses, including estate flowcharts, financial models, planning materials ...

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Wealth Planning Analyst information

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$40.5K

$77.1K

$124K

How much do wealth planning analyst jobs pay per year?

As of Sep 9, 2026, the average yearly pay for wealth planning analyst in the United States is $77,122.00, according to ZipRecruiter salary data. Most workers in this role earn between $61,000.00 and $90,000.00 per year, depending on experience, location, and employer.

What does a wealth planning analyst do?

A Wealth Planning Analyst assists clients and financial advisors by developing, analyzing, and implementing personalized financial strategies. They help evaluate client goals, conduct research on investment options, and prepare financial plans that align with each client's needs. Their work includes data analysis, cash flow modeling, tax planning, and estate planning support. Wealth Planning Analysts play a key role in ensuring clients receive comprehensive advice to manage and grow their wealth effectively.

What skills and qualifications are needed to be a wealth planning analyst?

To thrive as a Wealth Planning Analyst, you need a strong grasp of financial planning concepts, investment strategies, and tax regulations, typically supported by a degree in finance or a related field. Proficiency with financial planning software such as eMoney or MoneyGuidePro, and certifications like CFP or Series 7, are commonly required. Strong analytical thinking, attention to detail, and effective client communication skills set top performers apart. These abilities ensure accurate financial analysis, client trust, and the delivery of tailored wealth management solutions.

What are common challenges faced by wealth planning analysts in their daily work?

Wealth Planning Analysts often encounter the challenge of balancing multiple client portfolios while ensuring that each financial plan is tailored to individual goals and changing market conditions. They must stay current on tax laws, investment options, and regulatory requirements, which can shift frequently. Additionally, analysts work closely with senior advisors and clients, requiring strong communication skills to explain complex strategies in an accessible way. Managing tight deadlines and handling sensitive financial information with discretion are also key aspects of the role.

Who are the top companies hiring for Wealth Planning Analyst jobs?

The top employers for Wealth Planning Analyst jobs are:

What are popular job titles related to Wealth Planning Analyst jobs?

For Wealth Planning Analyst jobs, the most frequently searched job titles are:

Wealth Planning Analyst jobs near you
Infographic showing various Wealth Planning Analyst job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 87% Full Time, 10% Part Time, and 2% Contract. Highlights an 87% Physical, 3% Hybrid, and 10% Remote job distribution, with an average salary of $77,122 per year, or $37.1 per hour.

Wealth Planning Associate

New York, NY • On-site

MIO Partners
Investment Management and Consulting Services • 51 - 200 employees
Learn more about MIO Partnersexternal

Full-time

Posted 12 days ago

Job description

Position & Primary Responsibilities
MIO's Advisory and Wealth Planning Team is seeking a detail-oriented Wealth Planning Associate to join us in New York City, New York. In this role, you will partner closely with the Wealth Planning Team and Investment Advisors to support the delivery of sophisticated estate,tax, and wealth planning strategies for high net worth individuals and families.

The Wealth Planning Associate will play an integral role throughout the planning process, including gathering and analyzing client information, preparing planning inputs, and financial models, conducting technical research, drafting client deliverables, developing educational materials, and supporting the team's planning wokflows.

Team and Client Support

Support Wealth Planners and Senior Wealth Planners in all activities:

  • Obtain, organize, and validate client information, planning assumptions, and documentation.
  • Enter and maintain data in eMoney and/or Vanilla, including assets, liabilities, estate structures, cash-flow assumptions, beneficiaries, insurance, and planning goals.
  • Build first-draft planning outputs, including cash-flow models, balance sheet visuals, wealth diagrams, baseline projections, and scenario runs for Senior Wealth Planner review.
  • Support estate tax calculations and illustrative planning scenarios using approved assumptions and templates.
  • Review and summarize existing estate planning documents, identifying decision points, missing information, follow-up questions, and potential planning considerations for Senior Wealth Planner.
  • Prepare meeting materials, meeting notes, and post-meeting action trackers; coordinate timely follow-up with Investment Advisors

Knowledge Building and Research
Build planning knowledge and improve team efficiency by:

  • Conducting preliminary research on estate planning, transfer tax, income tax, and financial planning questions; summarize findings for Senior Wealth Planner review.
  • Assisting with development and maintenance of state-specific estate and tax planning overviews.
  • Helping compile and update client education materials, primers, slides, visuals, diagrams, and internal templates.
  • Tracking planning-related legislative, regulatory, and industry developments and circulating concise internal takeaways.
  • Maintaining organized planning files, research notes, templates, and standard assumptions to improve consistency and efficiency.

Third-Party Service Providers (e.g., lawyers, accountants, etc.)
Collaborate with external providers and Advisory Team members to:

  • Maintain and regularly update the internal directory of trusted estate planning attorneys, accountants, trust companies, and other providers by region, specialty, and notes.
  • Track conference and webinar opportunities and circulate concise summaries relevant to planning topics or provider relationships following attendance.

Desired Background

  • Bachelor's degree required.
  • 2-4 years of experience in wealth management, financial planning support, trusts and estates, tax, or analytical finance roles.
  • Exceptional attention to detail, with the ability to analyze and interpret legal and financial documents and maintain clean planning inputs.
  • Strong written and verbal communication skills; professionalism, discretion, and a client-service mindset.
  • Proficiency in Microsoft Office, especially Excel and PowerPoint; familiarity with eMoney and/or Vanilla is a plus, and willingness to learn is expected.
  • Interest in estate planning and tax topics; interest in pursuing CFP or a similar credential over time is viewed favorably.

Apply