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Wealth Planning Associate Jobs in Merrimack, NH (NOW HIRING)

TIAA

Wealth Management Advisor (Andover, MA)

Andover, MA · On-site

$100K - $110K/yr

Certified Financial Planner (CFP) - Certified Financial Planner Board of Standards preferred Or ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

Empower

Workplace Planning Consultant

Lowell, MA · On-site +1

$55K - $76K/yr

... our associates dedicate thousands of hours to volunteering for causes that matter most to them ... As a Workplace Planning Consultant, you will be part of our growing Empower Personal Wealth ...

Empower

Workplace Planning Consultant

Lowell, MA · On-site +1

$55K - $76K/yr

... our associates dedicate thousands of hours to volunteering for causes that matter most to them ... As a Workplace Planning Consultant, you will be part of our growing Empower Personal Wealth ...

Digital FCU

Client Services Associate II

Chelmsford, MA · On-site

$27.50 - $33/hr

... investment/wealth management company. * Experience completing work/tasks in accordance with ... Familiarity with CRM software and financial planning software preferred. * Certification/License:

DataAnnotation

M&A Associate - AI Trainer

Lowell, MA · Remote

$50 - $100/hr

Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: * You'll be able to choose ...

DataAnnotation

M&A Associate - AI Trainer

Manchester, NH · Remote

$50 - $100/hr

Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: * You'll be able to choose ...

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All JobsWealth Planning Associate JobsWealth Planning Associate Jobs in Merrimack, NH

Wealth Planning Associate information

See Merrimack, NH salary details

$39.4K

$80.2K

$110.6K

How much do wealth planning associate jobs pay per year?

As of Aug 25, 2026, the average yearly pay for wealth planning associate in Merrimack, NH is $80,150.00, according to ZipRecruiter salary data. Most workers in this role earn between $65,500.00 and $93,700.00 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 Merrimack, NH?

For Wealth Planning Associate jobs in Merrimack, NH, the most frequently searched job titles are:

Wealth Planning Associate jobs near you
Infographic showing various Wealth Planning Associate job openings in Merrimack, NH as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 16% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $80,150 per year, or $38.5 per hour.

Client Service Associate - Wealth Management

Bedford, NH • On-site

Raven Ridge
Recruiting and Staffing Services • 51 - 200 employees
Learn more about Raven Ridgeexternal

Other

Re-posted 18 days ago

Job description

Client Service Associate - Wealth Management
Are you someone who takes pride in delivering an exceptional client experience? Do you enjoy building relationships, solving problems, and being part of a collaborative team that genuinely cares about its clients and each other?
We're seeking a Client Service Associate to join our growing wealth management practice. Whether you're already licensed or looking to grow your career in financial services, this is an opportunity to join a firm that invests in its people through mentorship, continuing education, and professional development.
If you're looking for more than "just another job" and want to build a long-term career where your contributions make a meaningful difference, we'd love to meet you.
What You'll Do
As a trusted member of our client service team, you'll help create an exceptional experience for our clients while supporting our financial advisors and operations team.
Responsibilities include:
  • Serve as a primary point of contact for clients, delivering responsive, professional, and personalized service.
  • Build strong relationships with clients while anticipating their needs and providing proactive support.
  • Process account openings, transfers, money movements, and account maintenance accurately and efficiently.
  • Coordinate client meetings and assist with preparing reports, presentations, and meeting materials.
  • Work closely with advisors to ensure timely follow-up on client requests and financial planning initiatives.
  • Maintain accurate client records and documentation while adhering to industry regulations and compliance standards.
  • Collaborate with teammates to improve processes and contribute to an outstanding client experience.
  • Continue learning about financial planning, investment services, and industry best practices.
What We're Looking For
We're looking for someone who is curious, motivated, and committed to delivering outstanding service.
Qualifications include:
  • Experience in financial services, wealth management, banking, or a professional client service environment preferred.
  • FINRA licenses (Series 7 and/or 66) are a plus but not required. We're happy to consider candidates eager to earn their licenses and continue growing their careers.
  • Exceptional communication and relationship-building skills.
  • Strong organizational skills with excellent attention to detail.
  • Ability to manage multiple priorities in a fast-paced environment.
  • Positive, collaborative attitude and willingness to support teammates.
  • Proficiency with Microsoft Office; experience with wealth management or CRM platforms is a plus.

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