Wealth Planner Salaries in San Jose, CA
How Much Does a Wealth Planner Make in San Jose, CA?
Updated April 01, 2025
As of April 01, 2025,
the average annual pay of Wealth Planner in San Jose, CA is $101,997.
While Salary.com is seeing that Wealth Planner salary in San Jose, CA can go up to $122,898
or down to $82,362, but most earn between $91,719 and $112,937.
Salary ranges can vary widely depending on many important factors,
including education, certifications, additional skills, and your experience levels.
With more online, real-time compensation data than any other website, Salary.com helps you determine your exact pay target.
Related Job Titles to Wealth Planner
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Similar Job Salaries to Wealth Planner by Company
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| Company | average base salary in (usd) | range |
|---|---|---|
|
U.S. Bank
PWM Wealth Planner
|
$98,256/yr
|
RANGE: $87,502 - $109,009
|
|
Fidelity Brokerage Services LLC
Wealth Planner - Pasadena, CA
|
$86,777/yr
|
RANGE: $77,280 - $96,274
|
|
Corient
Associate Wealth Planner
|
$86,463/yr
|
RANGE: $77,000 - $95,925
|
|
Corient Services LLC
Associate Wealth Planner
|
$148,915/yr
|
RANGE: $132,953 - $164,876
|
|
Fidelity Brokerage Services LLC
Vice President, Wealth Planner - Marin CA
|
$135,351/yr
|
RANGE: $121,400 - $149,301
|
|
Fidelity Brokerage Services LLC
Vice President, Wealth Planner - San Francisco, CA
|
$135,351/yr
|
RANGE: $121,400 - $149,301
|
|
Fidelity Investments
VP, Wealth Planner - San Diego, CA
|
$132,823/yr
|
RANGE: $119,133 - $146,513
|
|
Fidelity Investments
Vice President, Wealth Planner - Berkeley, CA
|
$149,855/yr
|
RANGE: $134,410 - $165,301
|
|
Corient Services LLC
Wealth Planner
|
$169,122/yr
|
RANGE: $154,431 - $183,813
|
|
UNITED COMMUNITY BANK
Wealth Strategist/Financial Planner
|
$72,805/yr
|
RANGE: $64,837 - $80,773
|
What Does a Wealth Planner Do?
A TD Wealth Financial Planner can help you define your goals including, but not limited to, investing, retirement planning, and tax strategies, and create a personalized plan to help you achieve them.
Updated December 22, 2021
Accessible from anywhere in the world via your own personal Financial Home Page, Lifelong Wealth Planner provides you with a level of previously unavailable coordination over your financial affairs.
Updated December 07, 2021
In the saving and investment world, two job titles pop up pretty frequently – the Investment Manager and the Wealth Planner.
Updated December 07, 2021
A key difference between financial planners and wealth managers is that wealth managers manage literal wealth, while financial planners manage the.
Updated December 01, 2021
The Allianz Wealth Planner is a savings/investment plan that helps you save towards educational needs, property acquisition, retirement etc.
Updated November 22, 2021
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Explore JobArchitectFrequently Asked Questions About a Wealth Planner Salaries
What is the average of a Wealth Planner in San Jose, CA?
The Wealth Planner salary range is from $91,719 to $112,937, and the average Wealth Planner salary is $101,997/year in San Jose, CA.
The Wealth Planner's salary will change in different locations.
Which location pays the highest Wealth Planner salary in the United States?
The Wealth Planner salary in San Jose, CA is $101,997
which is the highest in the US.
What kinds of reasons will influence the Wealth Planner's salary?
Besides the location, employees' education degree, related skills, and work experience also will influence the salary.
Try to improve your skills and experience to get a higher salary for the position of Wealth Planner.
What is the growth rate of the Wealth Planner's salary?
If you are thinking of becoming a Wealth Planner or planning the next step in your career, find the detailed salary report of a Wealth Planner.
