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Wealth Planning Associate Jobs (NOW HIRING)

Modera Wealth Management

Planning Associate

Wayne, PA · 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 · 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

$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 ...

Modera Wealth Management

Planning Associate

Wayne, PA · 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 ...

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 ...

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Wealth Planning Associate information

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$38.5K

$78.3K

$108K

How much do wealth planning associate jobs pay per year?

As of Aug 15, 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.

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.
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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, 85% Full Time, 11% Part Time, and 3% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $78,283 per year, or $37.6 per hour.

Financial Planning Associate

Morton Wealth

Calabasas, CA • On-site

Full-time

Medical, Retirement

Re-posted 8 days ago

Job description

Morton Wealth is currently looking for talented individuals who are interested in future opportunities for a Financial Planning Associate position. We are a registered investment advisor that was formed in 1981 and manages roughly $3 billion in assets across 1,200+ families. We manage wealth personally with the goal of empowering better investors and encouraging families to enjoy their lives. Our investment approach is distinctly not "Wall Street" as we are willing to look beyond traditional investments if we feel that alternative investments can more closely match our investment philosophy of risk management, true diversification and cash flow.
At Morton, our Financial Planning Associates play an important supportive role in the client experience as we believe that offering high-quality, nuanced financial planning is at the core of the value we bring to our clients. Working closely as a strategic partner with our Wealth Advisors, the core focus of this role is to advise high net worth clients on non-investment related financial planning subjects, including estate, insurance, tax, business and cash flow planning. In this role, you will have the opportunity to build relationships with our top clients, as well as participate in the growth of the company. Because we want our clients to have as strong of trust and relationship with our Financial Planning Associates as they do with their Wealth Advisor, each day offers opportunities to build your client-facing skillset, as well as planning acumen.
While we don't have any immediate openings for this role, we always appreciate the opportunity to meet with strong candidates for future consideration. If you are interested in speaking to us when a position does become available, please submit your resume and a member of our Human Capital Team will contact you to schedule an introductory call at the appropriate time.
Requirements
Our ideal candidate for this role will strive to reflect our core values in the following ways:
  • Excellence - Adds thoughtful and intuitive analysis when brainstorming with the team. Exceptional attention to detail and works efficiently with little oversight.
  • Empowerment - Confident in recommendations and relays information in a way that is understandable when presenting to clients. Desires to continue learning and take on a specialty.
  • Empathy - Helps other team members by considering what they will need to be successful.
  • Ethical - Makes decisions and recommendations based on the best interest of the client.
  • Engagement - Has a passion for understanding the job functions for each role and is fulfilled by understanding how those functions fit into the objectives of the entire firm.
  • Enjoyment - Personal goals are focused around the team, personal fulfillment and helping others.

Daily responsibilities include:
  • Work alongside advisory team and third-party professionals to deliver comprehensive financial planning, including in-depth reviews of cash flow planning, insurance policies and/or estate documents.
  • Provide advisory team with updates on current financial planning news and changes.
  • Develop comprehensive financial plans for high net worth clients , utilizing proficiency with eMoney.

Experience requirements:
  • Minimum 3 years of experience in a financial planning or advisory role at a wealth management firm, preferably at an RIA.
  • Certified Financial Planner (CFP) certification.

Our offer:
  • Competitive compensation package
  • Retirement and health benefits
  • Transparent career tracks and opportunities for advancement within the organization

Apply