Wealth Planning Manager Salary in Gastonia, NC

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How much does a Wealth Planning Manager make in Gastonia, NC? The average Wealth Planning Manager salary in Gastonia, NC is $86,182 as of April 24, 2024, but the salary range typically falls between $76,168 and $96,763. 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

$76,168 to $96,763

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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 Gastonia, NC

Wealth Relationship Manager

Advisor Launch Lab - Pasadena , CA

Wealth Relationship Manager Salary Range: $70,000-90,000 DOE Who you'll work with: Our team at ... Are you someone who loves financial planning and working with people but has found you would rather ...

LinkedIn - 13 days ago

Tax Manager

Mission Wealth - Walnut Creek , CA

Mission Wealth has offered 360-degree wealth management services to affluent families since 2000. Our dynamic planning process ensures that every piece of the puzzle is put into place as our clients ...

ZipRecruiter ATS Jobs for ZipSearch/ZipAlerts - 9 days ago

Wealth Manager

augmentjobs - San Francisco , CA

As a Wealth Manager, you will be responsible for providing comprehensive financial planning and investment management services to high-net-worth individuals, families, and institutions. Your role ...

ZipRecruiter ATS Jobs for ZipSearch/ZipAlerts - 29 days ago

Wealth Manager

The Help Company - Bellevue , WA

Wealth Managers will benefit from our in-house, comprehensive, and differentiated approach to wealth advisory services, including our legacy and estate planning, tax advisory, bespoke alternative ...

LinkedIn - 17 days ago

Senior Wealth Manager, Long Beach, CA

Savvy Wealth - Long Beach , CA

The Opportunity Savvy Wealth is a technology-driven RIA shaping the future of wealth management. We ... Provide comprehensive financial planning and investment management advice to clients * Collaborate ...

ZipRecruiter ATS Jobs for ZipSearch/ZipAlerts - 18 days ago

Client Services Manager

Navigate Private Wealth - Layton , UT

Full-time Client Service Manager position available Monday to Friday at a Private Wealth firm ... · Planning and hosting client events · Maintaining confidentiality · Managing CRM data (Redtail ...

LinkedIn - 4 days ago

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 Gastonia, NC

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RELEVANT JOB EXPERIENCE

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Wealth Planning Manager Salary By Level of Education in Gastonia, NC

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Average Salary Range for Wealth Planning Manager in Gastonia, NC

Average Base Salary

Core compensation

76168

96763

86182

Average Total Cash Compensation

Includes base and annual incentives

78188

101068

89343

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 Gastonia, NC. The base salary for Wealth Planning Manager ranges from $76,168 to $96,763 with the average base salary of $86,182. The total cash compensation, which includes base, and annual incentives, can vary anywhere from $78,188 to $101,068 with the average total cash compensation of $89,343.

View Average Salary for Wealth Planning Manager as table

	Average Salary	Average Salary Range
Base Salary	$86,182	$76,168 - $96,763
Bonus	$3,160	$2,020 - $4,305
Total Pay	$89,343	$78,188 - $101,068

* 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 Gastonia, NC

CITY, STATE	AVERAGE SALARY RANGE	COMPARE TO Gastonia, NC
CITY, STATE Rock Hill, SC	AVERAGE SALARY RANGE $77,370 - $98,291	COMPARE TO Gastonia, NC
CITY, STATE Charlotte, NC	AVERAGE SALARY RANGE $76,787 - $97,550	COMPARE TO Gastonia, NC
CITY, STATE Hickory, NC	AVERAGE SALARY RANGE $76,265 - $96,887	COMPARE TO Gastonia, NC
CITY, STATE Concord, NC	AVERAGE SALARY RANGE $75,361 - $95,738	COMPARE TO Gastonia, NC
CITY, STATE Kannapolis, NC	AVERAGE SALARY RANGE $74,412 - $94,533	COMPARE TO Gastonia, NC
CITY, STATE Spartanburg, SC	AVERAGE SALARY RANGE $73,880 - $93,857	COMPARE TO Gastonia, NC

See salaries for Wealth Planning Manager in locations close to Gastonia, NC. 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 Gastonia, North Carolina

Gastonia is the largest city in and county seat of Gaston County, North Carolina, United States. It is also the second largest satellite city of the Charlotte area, behind Concord. The population was 71,741 at the 2010 Census. In 2016, the population had increased to 75,536. Gastonia is the 13th largest city in North Carolina. It is part of the Charlotte metropolitan area, officially designated the Charlotte Metropolitan Statistical Area (MSA). Gastonia has experienced steady growth, with a population increase between 2000 and 2010 of nearly 8.2%, according to the U.S. Census Bureau. According...

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

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76168

96763

About Gastonia, North Carolina Gastonia is the largest city in and county seat of Gaston County, North Carolina, United States. It is also the second largest satellite city of the C....More

Gastonia, North Carolina area prices were up 1.5% from a year ago

Wealth Planning Manager Salary in popular cities: Charlotte, Raleigh, Greensboro

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