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Wealth Planning Associate Jobs (NOW HIRING)

OakworthTalent

Advanced Planning Associate

Birmingham, AL · On-site

$70 - $95/hr

Wealth ManagementOakworth Capital Bank is expanding and has an excellent opportunity for someone to join our team in Birmingham, AL! We are looking for a full-time Advanced Planning Associate that ...

Modera Wealth Management

Planning Associate

Plantation, FL · On-site

$60K - $85K/yr

Modera Wealth Management is an independent, fee-only firm that strives to make a lasting positive ... We are looking for a Planning Associate that will be responsible for supporting our lead advisors ...

Modera Wealth Management

Planning Associate

Plantation, FL · Hybrid

$60K - $85K/yr

Modera Wealth Management is an independent, fee-only firm that strives to make a lasting positive ... We are looking for a Planning Associate that will be responsible for supporting our lead advisors ...

CAPTRUST

Wealth Planning Senior Associate

Raleigh, NC · On-site

$75K - $125K/yr

CAPTRUST is seeking a Wealth Planning Senior Associate who will work directly with our wealth advisory teams to provide client and prospective client wealth management solutions. This includes ...

CAPTRUST

Wealth Planning Senior Associate

Raleigh, NC · On-site

$75K - $125K/yr

CAPTRUST is seeking a Wealth Planning Senior Associate who will work directly with our wealth advisory teams to provide client and prospective client wealth management solutions. This includes ...

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Wealth Planning Associate information

See salary details

$38.5K

$78.3K

$108K

How much do wealth planning associate jobs pay per year?

As of Sep 5, 2026, the average yearly pay for wealth planning associate in the United States is $78,283.00, according to ZipRecruiter salary data. Most workers in this role earn between $64,000.00 and $91,500.00 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.
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Wealth Planning Associate jobs near you
Infographic showing various Wealth Planning Associate job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 70% Full Time, 27% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $78,283 per year, or $37.6 per hour.

Senior Wealth Planning Associate

Gerber Kawasaki Wealth and Investment Management

Santa Monica, CA • On-site

$100K/yr

Full-time

Re-posted 17 days ago

Job description

Gerber Kawasaki is one of the fastest-growing and most influential independent wealth and investment management firms in the country. We are seeking a Senior Wealth Planning Associate to join our growing advisory team.
This role is ideal for a financial planning professional with several years of experience supporting high-net-worth clients and financial advisors. The successful candidate will have a strong foundation in financial planning, exceptional client service skills, and the ability to manage complex planning initiatives in a fast-paced environment. CFP® certification (or active pursuit of the designation) is strongly preferred.
Salary: Starting at $100K, DOE, plus competitive bonus opportunities and a comprehensive benefits package.
This position is 100% in-office
Key Responsibilities
  • Partner closely with Financial Advisors to deliver an exceptional client experience and provide comprehensive planning support.
  • Prepare, update, and analyze comprehensive financial plans, including retirement, tax, estate, insurance, and cash flow planning.
  • Assist advisors in developing planning recommendations and implementing client strategies.
  • Serve as a primary point of contact for client service requests, ensuring timely and professional communication.
  • Conduct research on investment strategies, financial planning topics, and industry trends.
  • Coordinate account openings, transfers, and other client account maintenance activities.
  • Maintain accurate client records and planning documentation.
  • Assist with monthly, quarterly, and special projects that support the advisory team and firm initiatives.
  • Embrace change and adapt quickly to evolving priorities, processes, and technology.

Qualifications
  • Bachelor's degree in Finance, Economics, Business, or a related field.
  • 3-5+ years of experience supporting financial advisors within a wealth management, RIA, or financial planning environment.
  • CFP® certification or active CFP® candidate strongly preferred.
  • Series 65 license (or equivalent) required, or the ability to obtain promptly if not currently licensed.
  • Strong understanding of comprehensive financial planning concepts, including retirement, tax, estate, insurance, and investment planning.
  • Excellent written and verbal communication skills with the ability to build strong client relationships.
  • Highly organized with exceptional attention to detail and the ability to manage multiple priorities simultaneously.
  • Advanced proficiency with Microsoft Office; experience with financial planning software and CRM systems is preferred.
  • Professional, collaborative, and client-focused with a high degree of integrity and confidentiality.

Why Join Gerber Kawasaki?
  • Work alongside some of the most respected advisors in the wealth management industry.
  • Support sophisticated clients and participate in comprehensive financial planning strategies.
  • Join a collaborative, high-performing team that values innovation, continuous learning, and exceptional client service.
  • Build a long-term career with a firm known for promoting from within and investing in employee growth.
  • Be part of a nationally recognized, independent wealth management firm committed to making a meaningful impact on clients' financial lives.

At Gerber Kawasaki, we strive to build diverse teams that reflect the clients we serve. We are committed to equal employment opportunity and consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other characteristic protected by applicable law.

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