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Wealth Planning Associate Jobs (NOW HIRING)

Capgroup

Wealth Planning Specialist

San Francisco, CA

$217K - $261K/yr

We believe that belonging leads to better outcomes and a stronger community of associates united by ... At least 10 years of experience in wealth and financial planning, with a strongtrack recordin ...

Capgroup

Wealth Planning Specialist

Los Angeles, CA

$217K - $261K/yr

We believe that belonging leads to better outcomes and a stronger community of associates united by ... At least 10 years of experience in wealth and financial planning, with a strongtrack recordin ...

Stelvio Private Wealth

Tax Planning Associate

Greenwich, CT · On-site

$66K - $96K/yr

The Wealth Tax Associate will work closely with the Managing Partner and is ideal for someone who ... Through that close partnership, the Associate will be responsible for collaborating on tax planning ...

KEATING

Financial Planning Associate

Lawrence, KS · On-site

$51K - $55K/yr

Keating & Associates, Inc. Financial Planner Job Summary We are seeking a Financial Planning ... This non-sales role is designed to support clients while allowing Wealth Managers to focus on new ...

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Oxford Financial GRP

Wealth Planner

Cincinnati, OH · On-site

... planning and meeting preparation. * Review work from associates and integrate feedback from ... wealth, estate, or tax planning; experience with ultra-high-net-worth individuals and multi ...

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Oxford Financial GRP

Wealth Planner

Palm Beach, FL · On-site

... planning and meeting preparation. * Review work from associates and integrate feedback from ... wealth, estate, or tax planning; experience with ultra-high-net-worth individuals and multi ...

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Oxford Financial GRP

Wealth Planner

Atlanta, GA · On-site

... planning and meeting preparation. * Review work from associates and integrate feedback from ... wealth, estate, or tax planning; experience with ultra-high-net-worth individuals and multi ...

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ECG Resources

Wealth Management Associate

Charlotte, NC · On-site

Wealth Management Associate | Charlotte A well-established UHNW wealth management firm in Charlotte ... This role supports senior advisors across core planning and investment functions. The firm is open ...

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Equitable

OR · Hybrid

$50K/yr

Equitable is seeking a driven, curious, and relationshipfocused Wealth Planning Associate to launch a longterm career in financial services. This is a structured, immersive development opportunity ...

Northern Trust

Associate Wealth Advisor

New York, NY · On-site

$114K - $194K/yr

Associate Wealth Advisor, Wealth Management As an Associate Wealth Advisor on the Wealth Management ... Key Responsibilities Client & Wealth Planning Support Collect, organize, and maintain comprehensive ...

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All JobsWealth Planning Associate Jobs

Wealth Planning Associate information

See salary details

$38.5K

$78.3K

$108K

How much do wealth planning associate jobs pay per year?

As of Jul 6, 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 is an entry level job in wealth management?

An entry-level position in wealth management is typically a Wealth Planning Associate or Financial Advisor Assistant, responsible for supporting senior advisors with client research, data analysis, and administrative tasks. These roles often require strong communication skills, basic financial knowledge, and may lead to certifications like the CFP (Certified Financial Planner).

Is $200,000 enough to work with a financial advisor?

As a Wealth Planning Associate, working with a financial advisor typically involves managing clients with varying asset levels. While $200,000 can be a significant investment amount, many advisors set minimums that may be higher or lower depending on their firm and services offered. Having a solid understanding of financial planning tools and certifications can help in advising clients with different asset sizes.

How do Wealth Planning Associates 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.

How many financial advisors make $500,000 a year?

In the wealth planning field, a small percentage of financial advisors earn $500,000 or more annually, typically those with extensive experience, high-net-worth clients, and advanced certifications like the CFP or CFA. Achieving this level often requires years of building a client base and strong sales skills, with top earners working in affluent markets or specialized advisory roles.

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 financial plans, including estate, retirement, and investment strategies. They often work under the guidance of senior advisors, utilize financial planning software, and may hold certifications such as CFP or CFA to provide tailored advice. The role involves analyzing client financial data and helping implement strategies to meet long-term financial goals.

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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What cities are hiring for Wealth Planning Associate jobs? Cities with the most Wealth Planning Associate job openings:
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Wealth Planning Associate jobs near you
Infographic showing various Wealth Planning Associate job openings in the United States as of June 2026, with employment types broken down into 1% As Needed, 90% Full Time, 6% Part Time, and 3% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $78,283 per year, or $37.6 per hour.

Wealth Planning Specialist

Capgroup

San Francisco, CA

$217K - $261K/yr

Full-time

Medical, Life, Retirement

Posted 4 days ago

Job description

"I can be myself at work."

You are more than a job title. We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do. We value your talents, traditions, and uniqueness-and we're committed to fostering a strong sense of belonging in a respectful workplace.

We intentionally seek diverse perspectives, experiences, and backgrounds, investing in a culture designed to celebrate differences. We believe that belonging leads to better outcomes and a stronger community of associates united by our mission. At Capital, we live our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community.

"I can influence my income."

You want to feel recognized at work. Your performance will be reviewed annually, and your compensation will be designed to motivate and reward the value that you provide. You'll receive a competitive salary, bonuses and benefits. Your company-funded retirement contribution will factor in salary and variable pay, including bonuses.

"I can lead a full life."

You bring unique goals and interests to your job and your life. Whether you're raising a family, you're passionate about where you volunteer, or you want to explore different career paths, we'll give you the resources that can set you up for success.

  • Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options

  • Receive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love

  • Access on-demand professional development resources that allow you to hone existing skills and learn new ones

"I can succeed as a Wealth Specialist at Capital Group."

As a Wealth Specialist at Capital Group,you'llserve as a senior wealth planning professional, partnering closely with Private Wealth Advisors to deliver high-impact financial planning analyses, trust and estate strategies, asset allocation advice, and investment proposals.You'llprovideexpert guidance tailored to each client's unique goals, engage with sophisticated professionals across a wide range of investment topics, and simplify complex financial concepts to build trusted relationships.You'lltrain and support advisors by modeling best practices,collaboratewith the Wealth Planning and Advisory Group to foster knowledge-sharing, and contribute to thought leadership through client presentations and marketing content. Your insights will help influence salesresultsand drive client acquisition strategies. In this role,you'llspend approximately 85% of your timeinclient-facing activities, preparing, presenting, and following up on meetings.

"I am the person Capital Group is looking for."

You'redriven, strategic, and passionate about helping clients succeed. You bring:

  • Advanced knowledge in financial planning, portfolio construction, and trust & estate planning.

  • Expertise with financial planning models and tools.

  • A CFP or similar designation (e.g., CPWA) preferred.

  • Series 65 registration.

  • At least 10 years of experience in wealth and financial planning, with a strongtrack recordin client-facing roles at respected financial institutions.

  • An undergraduate degree (advanced business degree or professional certification preferred).

  • Location Options:This role may be based inLos Angeles, San Francisco, or New York, with approximately 30% travelrequired.

  • Base Salary Range: $217,000 - $261,000

"I can apply in less than 4 minutes."

You've reviewed this job posting and you're ready to start the candidate journey with us. Apply now to move to the next step in our recruiting process. If this role isn't what you're looking for, check out our other opportunities and join our talent community.

"I can learn more about Capital Group."

At Capital Group, the success of the people who invest with us depends on the people in whom we invest. That's why we offer a culture, compensation and opportunities that empower our associates to build successful and prosperous careers. Through nine decades, our goal has been to improve people's lives through successful investing. We know that our history is a testament to the strength of the people we hire. More than 9,000 associates in 30+ offices around the world help our clients and each other grow and thrive every day. Find us on LinkedIn, Instagram, YouTube and Glassdoor.

In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital's annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings.

You can learn more about our compensation and benefits here.

* Temporary positions in the United States are excluded from the above mentioned compensation and benefit plans.


We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law.

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