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Wealth Planning Associate Jobs in Atlanta, GA (NOW HIRING)

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

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 ...

Oxford Financial GRP

Wealth Planner

Atlanta, GA · On-site

... planning and meeting preparation * Review work from associates and integrate feedback from Managing ... wealth, estate, or tax planning; experience with ultra-high-net-worth individuals and multi ...

Oxford Financial GRP

Sr. Wealth Strategist

Atlanta, GA · On-site

$116K - $151K/yr

... internal associates. DUTIES & RESPONSIBILITES Complex Client Estate and Wealth Planning ... Deliverables * Reviews estate flowcharts and prepares/reviews other complex estate planning ...

Oxford Financial Group

Sr. Wealth Strategist

Atlanta, GA · On-site

$125 - $150/hr

... internal associates. DUTIES & RESPONSIBILITES Complex Client Estate and Wealth Planning ... Deliverables * Reviews estate flowcharts and prepares/reviews other complex estate planning ...

HB Wealth

Associate Wealth Advisor

Atlanta, GA · On-site

General Support * Assist with planning, analysis, investment, and other decisions that impact client relationships, consulting with the Secondary/Lead Advisor and Wealth Strategist on complex matters ...

HB Wealth

Associate Wealth Advisor

Atlanta, GA · On-site

General Support * Assist with planning, analysis, investment, and other decisions that impact client relationships, consulting with the Secondary/Lead Advisor and Wealth Strategist on complex matters ...

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All JobsWealth Planning Associate JobsWealth Planning Associate Jobs in Atlanta, GA

Wealth Planning Associate information

See Atlanta, GA salary details

$37.1K

$75.4K

$104K

How much do wealth planning associate jobs pay per year?

As of Sep 8, 2026, the average yearly pay for wealth planning associate in Atlanta, GA is $75,401.00, according to ZipRecruiter salary data. Most workers in this role earn between $61,600.00 and $88,100.00 per year, depending on experience, location, and employer.

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.

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.

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 portfolios and goals.

What are popular job titles related to Wealth Planning Associate jobs in Atlanta, GA?

For Wealth Planning Associate jobs in Atlanta, GA, the most frequently searched job titles are:

What job categories do people searching Wealth Planning Associate jobs in Atlanta, GA look for?

The top searched job categories for Wealth Planning Associate jobs in Atlanta, GA are:

What cities near Atlanta, GA are hiring for Wealth Planning Associate jobs?

Cities near Atlanta, GA with the most Wealth Planning Associate job openings:

Wealth Planning Associate jobs near you
Infographic showing various Wealth Planning Associate job openings in Atlanta, GA as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 11% Part Time, and 5% Contract. Highlights an 89% Physical, 2% Hybrid, and 9% Remote job distribution, with an average salary of $75,281 per year, or $36.2 per hour.

Wealth Planning Associate

MIO Partners

Atlanta, GA • On-site

Full-time

Posted 11 days ago

Key responsibilities

  • Support the delivery of estate, tax, and wealth planning strategies by gathering, analyzing, and preparing client information and planning inputs.

  • Build planning outputs such as cash-flow models, balance sheet visuals, and scenario runs for review by Senior Wealth Planners.

  • Collaborate with external providers and internal team members to maintain client and provider information, and support research and knowledge-building activities.

Job description

Position & Primary Responsibilities
MIO's Advisory and Wealth Planning Team is seeking a detail-oriented Wealth Planning Associate to join our team in Atlanta,GA. 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