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Wealth Planning Associate Jobs in Paramus, NJ (NOW HIRING)

Mariner

Wealth Planning Analyst

Florham Park, NJ · On-site

$68K - $80K/yr

The Wealth Planning Analyst is an essential member of the wealth management team and serves as the ... Associates during client onboarding, ensuring account documentation is complete, accurate, and ...

Ceritypartners

Wealth Planner

New York, NY

$110K - $120K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Ability to train and mentor Client Service Associates. * Ability to develop wealth planning and investment recommendations and present to clients when applicable. * Working knowledge of eMoney and ...

Cerity Partners

Wealth Planner

New York, NY · On-site

$110K - $120K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Ability to train and mentor Client Service Associates. * Ability to develop wealth planning and investment recommendations and present to clients when applicable. * Working knowledge of eMoney and ...

Corient Private Wealth LLC

Wealth Advisor

Morristown, NJ · On-site

$125K - $150K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Mentor and support Associate Wealth Advisors and Associate Wealth Planners. * Stay current on finance markets, tax laws, and planning strategies to provide informed advice. Qualifications ...

Mariner

Senior Wealth Advisor

New York, NY · On-site

$150K - $350K/yr

Train and mentor associates across the wealth advisory team Qualifications * Bachelor's degree required * 10+ years' experience working in a financial planning, accounting, legal or other ...

Northern Trust

Wealth Advisor

New York, NY · On-site

$189K - $331K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Serve as a mentor to Associate Wealth Advisors and Wealth Advisors.7.Actively engage in cultivation ... Strong knowledge of wealth transfer planning, taxation, estate planning solutions, wealth ...

Northern Trust

Wealth Advisor

New York, NY · On-site

$189K - $331K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Serve as a mentor to Associate Wealth Advisors and Wealth Advisors. 7.Actively engage in ... Strong knowledge of wealth transfer planning, taxation, estate planning solutions, wealth ...

AllianceBernstein

Private Wealth Associate

New York, NY · On-site

$17.25 - $23/hr

  • Medical

  • Life

  • Retirement

  • PTO

Advanced training on trusts & estates, wealth planning, investment management philosophies, and ... As Associates progress in the role, and as milestones are achieved and core competencies are ...

Ci

Wealth Advisor

Morristown, NJ

$125K - $150K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Mentor and support Associate Wealth Advisors and Associate Wealth Planners. * Stay current on finance markets, tax laws, and planning strategies to provide informed advice. Qualifications ...

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All JobsWealth Planning Associate JobsWealth Planning Associate Jobs in Paramus, NJ

Wealth Planning Associate information

See Paramus, NJ salary details

$39K

$79.2K

$109.3K

How much do wealth planning associate jobs pay per year?

As of Aug 16, 2026, the average yearly pay for wealth planning associate in Paramus, NJ is $79,216.00, according to ZipRecruiter salary data. Most workers in this role earn between $64,800.00 and $92,600.00 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 Paramus, NJ?

For Wealth Planning Associate jobs in Paramus, NJ, the most frequently searched job titles are:

What job categories do people searching Wealth Planning Associate jobs in Paramus, NJ look for?

The top searched job categories for Wealth Planning Associate jobs in Paramus, NJ are:

What cities near Paramus, NJ are hiring for Wealth Planning Associate jobs?

Cities near Paramus, NJ with the most Wealth Planning Associate job openings:

Wealth Planning Associate jobs near you
Infographic showing various Wealth Planning Associate job openings in Paramus, NJ as of August 2026, with employment types broken down into 1% As Needed, 85% Full Time, 11% Part Time, and 3% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $79,216 per year, or $38.1 per hour.

Senior Tax & Wealth Planning Associate

The Alta Group

Paramus, NJ

$150K/yr

Full-time

Re-posted 27 days ago

Job description

Tax Manager/Senior

www.thealtagrp.com


Opportunity for a driven entrepreneurial minded professional with partnership aspirations. Our client is a regional firm that that has successfully combined tradition audit, accounting, tax compliance and planning with a robust wealth management practice, becoming the leading trusted adviser to businesses and high net worth clients for decades. They are seeking a professional with at least 4 years of business and personal income tax compliance and planning experience along with strong interpersonal skills and a client service mind set to join their growing practice.

What you will do:

  • Develop relationships with firm clients acting as their trusted adviser on all tax compliance, planning and wealth management issues.
  • Interview clients to develop a deep understanding of their overall tax and financial makeup, and goals and work with the Financial Planning Team to develop a comprehensive business, tax and wealth management strategy.
  • Lead business and personal income tax compliance, strategy and planning for clients.
  • Partner with the firm's wealth management team to develop and suggest wealth management strategies.
  • Lead and develop junior team members.
  • Lead communications with both clients, and federal (IRS), state and local tax officials.
  • Network and develop relationships to promote firm awareness and drive practice growth.

What you can expect:

  • The satisfaction of developing long lasting client relationships, being their go-to SME for all tax matters and helping them achieve their financial goals
  • A cohesive, supportive team culture
  • Tremendous career/professional growth potential, essentially unlimited earning potential
  • An entrepreneurial environment with true partnership potential

What's required:

4+ years (SR) 6+ years (Mgr) of business and personal income tax compliance and planning experience with exposure to complex tax issues.

A CPA is required

Strong presentation and communication skills

A desire to develop new relationships and help grow the firm

An interest in wealth management and financial planning