ZipRecruiter

Log In

1

Wealth Planning Analyst Jobs (NOW HIRING)

National Black MBA Association

The Opportunity As a Wealth Planning Associate with RBC Wealth Management, you will join a ... Preparing financial analyses for clients and prospects, including retirement, estate planning ...

Corient Services LLC

Wealth Analyst

Chicago, IL · On-site

$75K - $100K/yr

Job Overview Corient is seeking a Financial Planning Analyst to support high‑ and ... Input data and prepare financial plans and preliminary recommendations for Wealth Strategist or ...

previous page

Showing results 41-60

All JobsFinance And Insurance JobsFinancial Services JobsFinancial Services Professional JobsWealth Planning Analyst Jobs

Wealth Planning Analyst information

See salary details

$40.5K

$77.1K

$124K

How much do wealth planning analyst jobs pay per year?

As of Sep 11, 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.

SVP/Head of Wealth Planning

Manhattan, NY • On-site

ECG Resources
Non-Profits • 11 - 50 employees
Learn more about ECG Resourcesexternal

Full-time

Re-posted 16 days ago

Job description

SVP/Head of Wealth Planning

Summary

Working in conjunction with the firm’s wealth advisors and portfolio managers, the Senior Wealth Planner will be charged with building strong relationships with internal partners to deliver a clear and comprehensive analysis of our clients’ financial situation. 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 the primary tool utilized in client presentations. The senior wealth planner will be the primary point of contact with eMoney representatives on behalf of all eMoney users at the firm.

Key Responsibilities

  • Constructing and formulating client wealth planning analyses focusing on retirement cash flow, asset allocation, wealth simulation analysis, income tax, estate and risk management strategies utilizing eMoney software
  • Leading wealth planning discussions and presenting wealth planning recommendations and observations in client meetings
  • Supporting advisor teams and portfolio managers by providing subject matter expertise on all matters regarding personal finance
  • Conducting eMoney training sessions expanding overall usage of eMoney planning software
  • Participating on the firm’s committee discussing industry best practices and firm level processes

Qualifications and Experience

  • 15+ years of experience working directly with clients in a financial planning capacity
  • Proven track record of consistently meeting or exceeding predetermined key objectives
  • Strong executive presence, active listening, client preparedness, and presentation skills
  • Experience managing and training team members
  • Deep knowledge of financial planning, insurance, retirement savings vehicles
  • Expert proficiency in eMoney software
  • CFP designation required

Apply