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Wealth Planning Associate Jobs Near Me

Bank of America

Senior Trust Officer

Upper Arlington, OH · On-site

$98K - $210K/yr

... associates, and Centers of Influence. Job expectations include working with teams to drive business development and retention, assistingclients with wealth planning needs, and managing risk.

Corient Private Wealth LLC

Senior Wealth Analyst

Columbus, OH · On-site

$82K - $102K/yr

Increasing level of financial planning and investment knowledge through practice and advancing ... Associate Wealth Advisors and/or Wealth Advisor * Data and information gathering * Brings forth ...

Ci

Associate Wealth Advisor

Columbus, OH

Advanced capability of all wealth, investment, and financial planning processes * Begins to prepare and make recommendations for client financial plans and investments and portfolio allocations ...

Ci

Senior Wealth Analyst

Columbus, OH

$82K - $102K/yr

Increasing level of financial planning and investment knowledge through practice and advancing ... Associate Wealth Advisors and/or Wealth Advisor * Data and information gathering * Brings forth ...

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How much do wealth planning associate jobs pay per year?

As of Aug 26, 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.

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Wealth Planning Associate jobs near you
A map of the United States highlighting the number of Wealth Planning Associate job openings by state according to ZipRecruiter. The image is accompanied by a detailed chart listing the number of Wealth Planning Associate job openings in each state, with California having the most at 2 and Hawaii the least at 0.

Senior Wealth Planning Associate - Columbus, OH

Janney Montgomery Scott LLC

Columbus, OH • On-site

Full-time

PTO

Re-posted 7 days ago

Job description

Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the firm.
The Buckeye Capital Advisors team is seeking a passionate individual to join our team. This individual will be responsible for working directly with clients by crafting thoughtful financial plans and delivering personalized wealth management advice. This individual must be knowledgeable of and comply with all rules and regulations of the firm as well as the various regulatory agencies.
What you are good at:
  • Financial Planning Expertise- Possesses deep knowledge of financial planning concepts and tools, with the ability to analyze client data and build customized, goal-based plans.
  • Communication -Providing excellent verbal and written services to clients, including prompt, accurate, and timely attention to detail.
  • Detail Oriented & Driven - Thorough and rigorous attention to detail; Ability to manage multiple high-touch projects simultaneously with precision and accuracy; Takes initiative and ownership in all aspects of role from logistics to processes and is eager to learn.
  • Team-Oriented: Must be comfortablecollaborating with team members and other departments across the organization.
  • Problem Solving & Critical Thinking - Thorough and resourceful problem solver with a solutions-based approach to every situation; Proactively takes on challenges with optimism and a helpful attitude.

Responsibilities:
  • Gather and analyze data, develop of financial planning recommendations, implementation, and portfolio management.
  • Profile clients to identify investment and lending needs and coordinates the delivery of investment, fiduciary and lending solutions to satisfy those needs.
  • Participate in client meetings and deliver advice to clients.
  • Assist the FAs with implementing defined asset allocation and investment strategy.
  • Coordinate with other members of the team to make sure planning information is gathered, filed, and uploaded into MoneyGuide effectively.
  • Serve as an expert in financial planning topics and trends. Stay current on tax law, estate regulations, and capital market trends.
  • Offer investment ideas based on firm research, team guidelines and asset allocation strategies tailored to the risk profile and investment objectives of their clients.

What you have:
  • 2+ years of experience in financial planning
  • Professional Licenses: CFP, Series 7, 63 and 65 (or 66)
  • Must obtain insurance license within 12 months of hire
  • Bachelor's degree
  • Expert knowledge in financial planning topics, concepts, and strategies
  • Demonstrate advanced analytical and problem-solving skills
  • Strong interest in financial planning and investment management
  • Advanced knowledge and hands on experience using financial planning software (Ideally MoneyGuide)

Why work for us?
Benefits: Janney believes that its employees are the key to what makes a great company. Although work makes up a large portion of an employee's life, we believe that a balance between work and non-work activities is essential to maintain quality performance and a positive work atmosphere. We offer a competitive package including Paid Parental Leave, generous Paid Time Off, eligibility for a $2,000 referral bonus and Professional Development Assistance Plan designed to help you make the most of your life at work and at home-today and in the future. Explore further.
Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the firm.
People are our strongest asset. We recognize that when our team members thrive, our firm is more successful.
Janney is an equal opportunity employer and makes employment decisions on the basis of merit and business needs.

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