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Wealth Planning Associate Jobs in Georgia (NOW HIRING)

Bessemer Trust

Associate Client Advisor

Atlanta, GA · On-site

The Associate Client Advisor role is an exciting opportunity to join a collaborative team of ... wealth planning, comprehensive family office services, and highly personalized client service.

Waverly Advisors, LLC

Wealth Advisor

Atlanta, GA · On-site

We go far beyond just managing our clients' investments, offering truly in-depth financial planning ... Communicates to Waverly Client Service Associates and Investment Analysts to perform actions ...

Waverly Advisors, LLC

Wealth Advisor

Atlanta, GA

We go far beyond just managing our clients' investments, offering truly in-depth financial planning ... Communicates to Waverly Client Service Associates and Investment Analysts to perform actions ...

Truist

Wealth Advisor III - Atlanta

Atlanta, GA · On-site

Utilize objective and sound personal financial planning and financial advisory concepts to provide ... Team and peer group role model for other Wealth Advisors and Wealth Associates * Continuously act ...

Truist

Wealth Advisor III - Atlanta

Atlanta, GA

Utilize objective and sound personal financial planning and financial advisory concepts to provide ... Team and peer group role model for other Wealth Advisors and Wealth Associates * Continuously act ...

First Citizens Bank

Private Banker

Alpharetta, GA · On-site

From banking and lending to investments, insurance, and wealth planning, the First Citizens Wealth ... Provides guidance to less experienced associates in the work group and assist with special projects ...

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All JobsWealth Planning Associate JobsWealth Planning Associate Jobs in Georgia

Wealth Planning Associate information

See Georgia salary details

$32.5K

$66.1K

$91.2K

How much do wealth planning associate jobs pay per year?

As of Aug 12, 2026, the average yearly pay for wealth planning associate in Georgia is $66,101.00, according to ZipRecruiter salary data. Most workers in this role earn between $54,000.00 and $77,300.00 per year, depending on experience, location, and employer.

How does a wealth planning associate typically collaborate with financial advisors and clients to develop comprehensive financial plans?

Wealth Planning Associates work closely with financial advisors by gathering client financial information, analyzing data, and preparing plan recommendations. They often attend client meetings alongside advisors to clarify complex financial concepts and ensure accurate implementation of strategies. This role requires strong teamwork, attention to detail, and the ability to translate technical information into actionable insights for clients. Effective communication and a client-focused approach are essential, as Wealth Planning Associates serve as a key link between clients and the broader advisory team.

What are the key skills and qualifications needed to thrive as a wealth planning associate, and why are they important?

To thrive as a Wealth Planning Associate, you need a solid understanding of financial planning, investment strategies, and tax regulations, usually supported by a bachelor’s degree in finance or a related field. Proficiency with financial planning software, CRM systems, and, in some cases, certifications like the CFP or Series 7 license is highly valued. Strong interpersonal skills, attention to detail, and the ability to communicate complex financial concepts clearly help set top performers apart. These skills are vital for building trust with clients, ensuring regulatory compliance, and delivering tailored wealth management solutions.

How much does a wealth planning associate earn?

A wealth planning associate typically earns between $60,000 and $90,000 annually, depending on experience, location, and the firm. Entry-level positions may start lower, while experienced associates or those with certifications like CFP can earn higher salaries and bonuses.

What is the difference between Wealth Planning Associate vs Financial Advisor?

AspectWealth Planning AssociateFinancial Advisor
CertificationsCFP, Series 7/66 (preferred)CFP, Series 7/66, or other licenses
Work EnvironmentSupport role in financial planning teams, often in firms or banksClient-facing, providing personalized financial advice
Primary FocusAssisting in financial plan development and researchAdvising clients on investments, retirement, and estate planning

The main difference is that Wealth Planning Associates typically support financial advisors by preparing plans and conducting research, while Financial Advisors directly interact with clients to provide tailored financial advice. Both roles require relevant certifications and work within the financial services industry, but their responsibilities and client engagement levels differ.

What is a wealth planning associate?

A wealth planning associate is a financial professional who assists clients in developing comprehensive strategies for managing their wealth, including estate planning, investment management, and tax strategies. They often work under the supervision of senior advisors and may use financial planning software to analyze client data. Strong communication skills and relevant certifications, such as the CFP designation, are typically required.

What does a wealth planning associate do?

A Wealth Planning Associate supports financial advisors and clients by helping develop, implement, and monitor personalized financial plans. Their responsibilities typically include conducting research, preparing financial reports, analyzing investment options, and assisting with estate and tax planning strategies. They also communicate with clients to gather information, answer questions, and ensure that their financial goals are being met. Wealth Planning Associates often work in banks, investment firms, or wealth management companies, collaborating closely with senior advisors to deliver comprehensive financial solutions.
What are popular job titles related to Wealth Planning Associate jobs in Georgia? For Wealth Planning Associate jobs in Georgia, the most frequently searched job titles are:
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Wealth Planning Associate jobs near you
Infographic showing various Wealth Planning Associate job openings in Georgia as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 13% Part Time, 1% Temporary, and 3% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $66,101 per year, or $31.8 per hour.

Asset & Wealth Management, Private Wealth Management, Private Wealth Advisor, Associate/ Vice Presid

Goldman Sachs, Inc.

Atlanta, GA • On-site

Full-time

Re-posted 4 days ago

Goldman Sachs rating

8.3

Company rating: 8.3 out of 10

Based on 27 frontline employees who took The Breakroom Quiz

47th of 171 rated banks

Job description


Asset & Wealth Management, Private Wealth Management, Private Wealth Advisor, Associate / Vice President
Wealth Management
Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design.
Private Wealth Management (PWM)
Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for ultra high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond.
As a Private Wealth Advisor, you will:
  • Leverage your unique background and experiences to build a business within Goldman Sachs

  • Establish, nurture and grow client relationships by acting as a trusted advisor who delivers holistic private wealth management advice to help clients bring their wealth to its full potential

  • Partner with internal and external subject matter experts to develop bespoke, tailored advice for clients

  • Provide exceptional client service while maintaining the highest ethical standard in execution

  • Curate a network of intermediaries to help best serve clients across complimentary services

  • Provide unique access and exclusive investment opportunity to clients by leveraging the Goldman Sachs platform and network

Required qualifications, skills and experience:
  • Record of academic and professional achievement

  • Four plus years of private wealth management, financial services, or related professional experience

  • Prior sales, fundraising, business development or investing experience preferred

  • Series 7, 63 and 3 licenses (if unlicensed at time of hire, to be obtained within three months of starting at the firm)

  • Demonstrated strong connectivity within an established network

  • Entrepreneurial spirit coupled with a desire to work in a team-oriented environment

  • Exceptional client focus, business development, and relationship management skills

  • Excellent analytical and interpersonal skills with the ability to build and foster a strong network of relationships

  • Creative approach to problem solving and developing innovative solutions for clients

  • Self-motivated and able to work in an autonomous, yet collaborative environment

  • Commitment to excellence and a high level of integrity

ABOUT GOLDMAN SACHS
At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.
We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers.
We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: https://www.goldmansachs.com/careers/footer/disability-statement.html
© The Goldman Sachs Group, Inc. All rights reserved.
Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity

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About Goldman Sachs

Sourced by ZipRecruiter

At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world. We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs.

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

New York, NY, US

Year founded

1869

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