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 $86,328 as of May 28, 2024, but the salary range typically falls between $76,260 and $96,658. 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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$76,260 to $96,658

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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

West Coast Private Wealth Planning Associate (Midlevel)

Venable LLP - San Francisco , CA

Venable LLP's West Coast Private Wealth Planning Group seeks a midlevel to senior associate with at ... managing projects and client contacts with a strong knowledge in estate, and gift tax strategies ...

Latpro - Diversity Jobs - 40 days ago

Manager - Wealth Management

ASPIRIANT LLC - Mountain View , CA

We are looking for a manager level individual who is a team player, communicates effectively, is ... Prepare investment policy statements, and other tools for use in wealth planning engagements

ZipRecruiter ATS Jobs for ZipSearch/ZipAlerts - 2 days ago

Wealth Manager

TalentLink Solutions - Kirkland , WA

We offer wealth management and financial planning services to a select group of clients in the high-net-worth space, with an emphasis on providing excellent service and having deep client ...

ZipRecruiter - 6 days ago

Wealth Management Advisor

Capstone Partners Financial and Insurance Services (LA) - Los Angeles , CA

Capstone Partners is seeking a Wealth Management Advisor with 2-4 years of financial planning experience and an existing book of business to join one of our established producer groups. The best way ...

ZipRecruiter ATS Jobs for ZipSearch/ZipAlerts - 12 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 - 31 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 - 51 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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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

76260

96658

86328

Average Total Cash Compensation

Includes base and annual incentives

78034

100935

89179

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 $76,260 to $96,658 with the average base salary of $86,328. The total cash compensation, which includes base, and annual incentives, can vary anywhere from $78,034 to $100,935 with the average total cash compensation of $89,179.

View Average Salary for Wealth Planning Manager as table

	Average Salary	Average Salary Range
Base Salary	$86,328	$76,260 - $96,658
Bonus	$2,851	$1,773 - $4,277
Total Pay	$89,179	$78,034 - $100,935

* 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 $77,464 - $98,184	COMPARE TO Gastonia, NC
CITY, STATE Charlotte, NC	AVERAGE SALARY RANGE $76,880 - $97,444	COMPARE TO Gastonia, NC
CITY, STATE Hickory, NC	AVERAGE SALARY RANGE $76,358 - $96,781	COMPARE TO Gastonia, NC
CITY, STATE Concord, NC	AVERAGE SALARY RANGE $75,453 - $95,634	COMPARE TO Gastonia, NC
CITY, STATE Kannapolis, NC	AVERAGE SALARY RANGE $74,503 - $94,430	COMPARE TO Gastonia, NC
CITY, STATE Spartanburg, SC	AVERAGE SALARY RANGE $73,970 - $93,755	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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The Wealth Planning Manager job could be listed using titles that are not exactly the same, but actually are for the same or very similar job. Here are some job titles in Gastonia, NC that might be a good fit for the type of job and salary you are looking for.

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76260

96658

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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