Wealth Planning Manager Salary in Erwinville, LA

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How much does a Wealth Planning Manager make in Erwinville, LA? The average Wealth Planning Manager salary in Erwinville, LA is $84,457 as of May 28, 2024, but the salary range typically falls between $74,607 and $94,563. Salary ranges can vary widely depending on many important factors, including education, certifications, additional skills, the number of years you have spent in your profession. With more online, real-time compensation data than any other website, Salary.com helps you determine your exact pay target.

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Salary range for a Wealth Planning Manager

$74,607 to $94,563

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What is a Wealth Planning Manager?

A Wealth Planning Manager is responsible for providing comprehensive financial planning and wealth management services to high-net-worth individuals and families. They work closely with clients to understand their financial goals and objectives, and then develop customized strategies to help them achieve their long-term financial success. This may involve creating investment portfolios, retirement planning, estate planning, tax optimization, and risk management. Wealth Planning Managers also stay up-to-date on market trends and financial regulations to ensure their clients' wealth is effectively managed and protected. Additionally, they may collaborate with other financial professionals, such as tax advisors and estate attorneys, to provide holistic wealth management solutions. Overall, the role of a Wealth Planning Manager is to help clients grow and preserve their wealth through strategic financial planning and investment management.

See user submitted job responsibilities for Wealth Planning Manager.

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Job Openings for Wealth Planning Manager in Erwinville, LA

West Coast Private Wealth Planning Paralegal

Venable LLP - Los Angeles , CA

Venable LLP's West Coast Private Wealth Planning Group seeks a paralegal with at least three years ... Managing a variety of Probate Division cases, including probate cases, trust petitions, and ...

Latpro - Diversity Jobs - 32 days ago

Wealth Manager

JK Executive Strategies, LLC - Rochester , NY

Wealth Planner Rochester, New York JK Executive Strategies is proud to partner with a privately ... The firm offers comprehensive investment advisory and wealth management services. The Wealth ...

LinkedIn - Today

Wealth Manager

Express Employment Professionals - Tyler , TX

Provide comprehensive financial planning and wealth management services to clients. * Develop and manage customized investment portfolios tailored to clients' goals and risk tolerance. * Conduct in ...

ZipRecruiter - Today

Affiliate Growth Consultant - Wealth Management (Preferred: FINRA Series 65)

Avantax Planning Partners - Dallas , TX

Collaborate with firm and Financial Planning Consultants on wealth management SWOT assessments, goal setting, priorities/plans, and recommended growth strategies. * Assist CPA firms in growing their ...

LinkedIn - 30 days ago

Financial Planning Specialist

Chemistry Wealth Management - New York , NY

Financial Planning Specialist Chemistry Wealth Management is a Registered Investment Advisory firm with Charles Schwab as the custodian. We focus on building long-term relationships with great people

LinkedIn - 42 days ago

Financial Services Associate

Riverpoint Wealth Management - Chicago , IL

Client Service Associate Riverpoint Wealth Management is a boutique financial planning firm serving high-net-worth clients. We are an independently owned and nationally registered investment advisory ...

LinkedIn - Today

What does a Wealth Planning Manager do?

Common responsibilities of a Wealth Planning Manager

Build and maintain strong relationships with clients to foster trust and loyalty, and to ensure ongoing satisfaction with wealth management services.

September 14, 2023

Act as a trusted advisor and advocate for clients, providing ongoing support and guidance to help them achieve their financial objectives.

September 26, 2023

Develop and implement comprehensive wealth management plans for high-net-worth clients.

September 29, 2023

Assist clients with estate planning, retirement planning, and other long-term financial planning needs.

October 04, 2023

Stay current on industry trends, market conditions, and regulatory changes to provide clients with the most up-to-date and relevant financial advice.

October 05, 2023

Provide personalized financial advice and guidance to clients based on their individual financial goals and objectives.

October 20, 2023

Educate clients on various wealth management strategies and investment options to help them make informed decisions about their financial future.

November 03, 2023

Analyze and assess clients' current financial situations, including assets, liabilities, and cash flow, to identify areas for improvement and growth.

November 07, 2023

Collaborate with other financial professionals, such as tax advisors and estate planners, to ensure clients' wealth management plans are integrated and optimized.

November 09, 2023

Monitor and review clients' investment portfolios and make recommendations for adjustments as needed to align with their long-term financial goals.

November 10, 2023

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Wealth Planning Manager Salary By Experience Levels in Erwinville, LA

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RELEVANT JOB EXPERIENCE

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Wealth Planning Manager Salary By Level of Education in Erwinville, LA

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Average Salary Range for Wealth Planning Manager in Erwinville, LA

Average Base Salary

Core compensation

74607

94563

84457

Average Total Cash Compensation

Includes base and annual incentives

76342

98747

87246

What is the average salary for Wealth Planning Manager in 2024?

These charts show the average base salary (core compensation), as well as the average total cash compensation for the job of Wealth Planning Manager in Erwinville, LA. The base salary for Wealth Planning Manager ranges from $74,607 to $94,563 with the average base salary of $84,457. The total cash compensation, which includes base, and annual incentives, can vary anywhere from $76,342 to $98,747 with the average total cash compensation of $87,246.

View Average Salary for Wealth Planning Manager as table

	Average Salary	Average Salary Range
Base Salary	$84,457	$74,607 - $94,563
Bonus	$2,789	$1,735 - $4,184
Total Pay	$87,246	$76,342 - $98,747

* Base Salary represents gross income before taxes and deductions. It does not include additional pay such as benefits, bonuses, profit sharing or commissions.

* Total Pay combines base salary, bonuses, profit sharing, tips, commissions, overtime pay and other forms of cash earnings, as applicable for this job.

Wealth Planning Manager Salary Near Erwinville, LA

CITY, STATE	AVERAGE SALARY RANGE	COMPARE TO Erwinville, LA
CITY, STATE Baton Rouge, LA	AVERAGE SALARY RANGE $73,962 - $93,745	COMPARE TO Erwinville, LA
CITY, STATE Lafayette, LA	AVERAGE SALARY RANGE $71,756 - $90,949	COMPARE TO Erwinville, LA
CITY, STATE New Iberia, LA	AVERAGE SALARY RANGE $71,337 - $90,417	COMPARE TO Erwinville, LA
CITY, STATE Houma, LA	AVERAGE SALARY RANGE $76,420 - $96,860	COMPARE TO Erwinville, LA
CITY, STATE La Place, LA	AVERAGE SALARY RANGE $76,292 - $96,697	COMPARE TO Erwinville, LA
CITY, STATE Alexandria, LA	AVERAGE SALARY RANGE $69,728 - $88,378	COMPARE TO Erwinville, LA

See salaries for Wealth Planning Manager in locations close to Erwinville, LA. Pay for the same job may vary based on the location and on the location and on other factors such as the size of company, the industry, and other local conditions.

About Erwinville, Louisiana

Erwinville is an unincorporated community and census-designated place in West Baton Rouge Parish, Louisiana, United States. Its population was 2,192 as of the 2010 census. U.S. Route 190 and Louisiana Highway 1 pass through the community. According to the U.S. Census Bureau, the community has an area of 7.971 square miles (20.64 km2), all land....

Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia

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74607

94563

About Erwinville, Louisiana Erwinville is an unincorporated community and census-designated place in West Baton Rouge Parish, Louisiana, United States. Its population was 2,192 a....More

Erwinville, Louisiana area prices were up 1.2% from a year ago

Wealth Planning Manager Salary in popular cities: New Orleans, Baton Rouge, Shreveport

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