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Wealth Planning Associate Jobs (NOW HIRING)

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 ...

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 ...

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 ...

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 ...

Northern Trust

Associate Wealth Advisor

Manhattan, NY

$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 ...

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 ...

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 Jun 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 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.

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 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 June 2026, with employment types broken down into 1% As Needed, 64% Full Time, 33% 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.
Associate Wealth Manager

Associate Wealth Manager

Coldstream Wealth Management

Kenai, AK • On-site

Full-time

Posted yesterday

Job description

Are you looking for the right wealth management firm to join? If you want ongoing career development and continuing education, work-life balance, and a collaborative work culture, Coldstream might be a great fit for you!

As an Associate Wealth Manager in our growing Kenai office, you will play a crucial role in ensuring that our Alaska clients receive outstanding comprehensive wealth planning services - and you'll be on the path to become a full Wealth Manager.

We have a hybrid work environment - in office Tuesday through Thursday, work remotely Monday and Friday, core hours 7:00am - 4:00pm minus lunch.

Coldstream is an employee-owned, independently-operated wealth management firm that's been earning the trust of affluent families and businesses since 1996. We offer a comprehensive, holistic approach to planning and focus on providing unparalleled advice and exceptional service. We welcome new colleagues who believe in our same approach, value open communication, and believe in trusting, life-long relationships. The firm has offices in Kenai, Seattle, Mercer Island, Bellevue, and Kirkland, WA, Portland, OR, and Boise, ID. For more on Coldstream, please visit www.coldstream.com.

Your Contributions Will Be:

  • Wealth Planning:
    • Provide holistic wealth planning services to clients, including income tax, estate, wealth transfer, cash flow, retirement, and Social Security planning
    • Contribute to the firm's Wealth Strategy Group, including attending meetings and semi-annual in-person retreats, participating in a committee, and creating materials that are shared internally and with clients
  • Client Relationships:
    • Develop and manage: initiate frequent client communication, facilitate meetings, present information, and educate clients on various wealth management topics
    • Cultivate relationships with clients' other advisors (attorneys, CPAs, bankers)
  • Investment Management:
    • In conjunction with the team's Portfolio Manager, establish and plan for each client's goals, objectives, risk tolerance, and cash requirements
  • Business Development:
    • Develop leads and referrals, meet with prospective clients to present proposals, and identify and close opportunities with existing clients

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