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

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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 Aug 7, 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.

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 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.

International Private Bank - Senior Associate Banker - Global Families Group (Asia)

JPMorgan Chase & Co.

San Francisco, CA • On-site

$150K - $165K/yr

Full-time

Medical, Retirement

Re-posted 10 days ago

JPMorgan Chase & Co. rating

8.0

Company rating: 8.0 out of 10

Based on 493 frontline employees who took The Breakroom Quiz

73rd of 170 rated banks

Job description


Posting Description
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's International Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Private Banker Senior Associate in the International Private Bank, you are responsible for providing support to a Senior Banker in all facets of managing their books of business. You will play a key role assisting a Senior Banker in new client acquisition and retention through a broad knowledge of investments, banking, trust services and financial planning. Your primary goal is to enhance client experience and assist our resources with delivering a complete wealth management solution to clients across the Asia-Pacific region.
Job Responsibilities
  • Provide leverage to the Senior Banker on daily client priorities

  • Support the Senior Banker during the sales process and ongoing client management, which includes reviewing and building pitch books, coordinating information, communicating with clients and executing on client needs

  • Support the Senior Banker on client hierarchy and pipeline management

  • Assist the Senior Banker in the sale of investments, banking and trust services including, but not limited to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products, and identification of wealth planning opportunities

Required Qualifications, Capabilities, and Skills
  • Bachelor's Degree required

  • Series 7 & 66 licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
  • Proficiency in both Mandarin and English

  • Sales/origination experience

  • Coachable professional with good business acumen

Preferred Qualifications, Capabilities, and Skills
  • MBA, JD, CFA, or CFP preferred

  • Excellent communication skills

  • Strong analytical and quantitative skills

  • Ability to multi-task and manage priorities effectively

  • Ability to learn proprietary software and databases; ability to master wealth planning software, including Planning Station modules, WA models, MAPS/CHART (as appropriate)

About Us
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
About the Team
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

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