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Wealth Planning Associate Jobs in San Ramon, CA (NOW HIRING)

Bank of America

Wealth Planner

San Jose, CA · On-site

... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the ...

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Wealth Planning Associate information

See San Ramon, CA salary details

$43K

$87.5K

$120.7K

How much do wealth planning associate jobs pay per year?

As of Sep 1, 2026, the average yearly pay for wealth planning associate in San Ramon, CA is $87,483.00, according to ZipRecruiter salary data. Most workers in this role earn between $71,500.00 and $102,300.00 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 San Ramon, CA?

For Wealth Planning Associate jobs in San Ramon, CA, the most frequently searched job titles are:

What job categories do people searching Wealth Planning Associate jobs in San Ramon, CA look for?

The top searched job categories for Wealth Planning Associate jobs in San Ramon, CA are:

What cities near San Ramon, CA are hiring for Wealth Planning Associate jobs?

Cities near San Ramon, CA with the most Wealth Planning Associate job openings:

Wealth Planning Associate jobs near you
Infographic showing various Wealth Planning Associate job openings in San Ramon, CA 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 $87,483 per year, or $42.1 per hour.

Senior Wealth Planning Strategist

San Francisco, CA • On-site

First Citizens Bank

7.4

Company rating: 7.4 out of 10

Based on 106 frontline employees who took The Breakroom Quiz

108th of 174 rated banks

People enjoy working here

Good employer

Recommended by students

Learn more about First Citizens Bankexternal

$170K - $225K/yr

Full-time

Re-posted 14 days ago

Job description

Overview
Join First Citizens Bank and be part of a team dedicated to helping clients build stronger financial futures. From banking and lending to investments, insurance, and wealth planning, the First Citizens Wealth team provides comprehensive solutions backed by trusted expertise. Here, your work helps power meaningful progress for the clients and communities we serve.
The Senior Wealth Planning Strategist leads wealth planning and support for high net worth clients. Designs and presents recommendations to clients based on financial analysis and wealth planning expertise. Creates a client-centered, advice-based culture within the department by facilitating education on wealth planning topics and tools. Identifies revenue-generating opportunities for existing and prospective clients. Serves as the primary expert on highly complex issues and strategies, providing leadership and coaching for less experienced associates in the department.
#LI-MP1
Responsibilities & Qualifications
Duties & Responsibilities:
Wealth Planning - Leads the design and presentation of wealth planning recommendations to clients and prospects. Discovers potential revenue-generating opportunities related to the client's planning process. Manages wealth planning workflow process. Monitors and disseminates best practices for wealth planning associates. May participate in department or Bank client events to build relationships and identify opportunities.
Business Strategy - Creates and drives a client-centered, advice-based planning culture. Assists with the implementation of Wealth Management planning strategy both within the department and Bank-wide.
Analysis - Analyzes the financial situation of high net worth clients and prospects. Identifies potential gaps and risks in their current wealth management strategies, taking into account legal, tax, and investment goals or limitations.
Business Support - Initiates and leads education and development events for internal partners. Provides guidance or coaching on wealth planning topics and tools for less experienced associates in the work group. Partners with and mentors less experienced associates in creating a client's wealth plan. May assist management with special projects. Develops relationships with centers of influence in the bank community.
Subject Matter Expertise - Develops superuser expertise and knowledge of software utilized to develop client plans including but not limited to MoneyGuidePro and eMoney. Serves as an expert resource to coach and train to the program's usage, illustrate capabilities live to clients or an audience (internal or external), answer questions, troubleshoot issues and manipulate the tool to create custom plans. Also develops substantive knowledge of highly complex areas of planning (tax, business owner advisory, asset protection, estate and charitable planning, retirement and investments) - serves as a bank thought leadership for these areas and continues to maintain and grow knowledge base through continuing education and the acquisition of related designations.
Position Specific Skills:
Ability to navigate financial planning software
Ability to develop rapport and trusted relationship with clients
Ability to educate and persuade clients to take planning action
Qualifications:
Bachelor's Degree and 8 years of experience in Wealth Management including financial planning OR High School Diploma or GED and 12 years of experience in Wealth Management including financial planning
Preferred Education: Bachelor's Degree and Graduate/Professional Degree
Preferred Area of Study: Financial Planning or Trust Management
Preferred Area of Experience: Financial Planning or Trust & Estate Planning or Tax Planning or Business Owner Advisory Planning
Required License or Certification Type: Certified Financial Planner (CFP), Juris Doctor (JD), or Certified Public Accountant (CPA) designation
Preferred Designation: Master of Laws (LLM or LLB), Certified Exit Planning Advisor (CEPA or CExP) designation
Additional Information
The base pay for this position is generally between $170,000 and $225,000. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment.
Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.

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