Wealth Planning Manager Salary in Greensboro, NC

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How much does a Wealth Planning Manager make in Greensboro, NC? The average Wealth Planning Manager salary in Greensboro, NC is $83,744 as of May 28, 2024, but the salary range typically falls between $73,978 and $93,765. 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

$73,978 to $93,765

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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 Greensboro, NC

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 - 2 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 - 8 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 - 27 days ago

Wealth Management Client Services AVP

Litman Gregory Wealth Management - El Segundo , CA

... planning and wealth management industry. The Role The Wealth Management Client Services AVP ... delivers high-quality support to our Northern California-based Senior Wealth Advisors which ...

LinkedIn - 3 days ago

Client Service Associate (Wealth Management)

BGSS - Los Angeles , CA

... to wealth creation, retirement planning, college expenses, estate planning and all the other ... Maintain proper notes in CRM system. * Coordinate and follow up on each client request. * Educate ...

ZipRecruiter - 9 days ago

Private Wealth Advisor - Portfolio Manager

Finemark National Bank - Fort Myers , FL

Participates in the financial planning process. Effectively manages, monitors and mitigates ... Works with clients to develop comprehensive wealth management strategies. Determines risk profile ...

Adzuna - 2 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 Greensboro, NC

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RELEVANT JOB EXPERIENCE

Length of experience is a pay differentiator. Those with greater experience may have an advantage in negotiating salary. For those with less experience, other factors such as education or special skills could impact your pay. Please visit Professional Salary Report for more details.

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

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Average Salary Range for Wealth Planning Manager in Greensboro, NC

Average Base Salary

Core compensation

73978

93765

83744

Average Total Cash Compensation

Includes base and annual incentives

75698

97914

86510

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 Greensboro, NC. The base salary for Wealth Planning Manager ranges from $73,978 to $93,765 with the average base salary of $83,744. The total cash compensation, which includes base, and annual incentives, can vary anywhere from $75,698 to $97,914 with the average total cash compensation of $86,510.

View Average Salary for Wealth Planning Manager as table

	Average Salary	Average Salary Range
Base Salary	$83,744	$73,978 - $93,765
Bonus	$2,766	$1,720 - $4,149
Total Pay	$86,510	$75,698 - $97,914

* 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 Greensboro, NC

CITY, STATE	AVERAGE SALARY RANGE	COMPARE TO Greensboro, NC
CITY, STATE High Point, NC	AVERAGE SALARY RANGE $75,662 - $95,899	COMPARE TO Greensboro, NC
CITY, STATE Winston Salem, NC	AVERAGE SALARY RANGE $75,473 - $95,660	COMPARE TO Greensboro, NC
CITY, STATE Burlington, NC	AVERAGE SALARY RANGE $74,882 - $94,911	COMPARE TO Greensboro, NC
CITY, STATE Salisbury, NC	AVERAGE SALARY RANGE $74,686 - $94,663	COMPARE TO Greensboro, NC
CITY, STATE Chapel Hill, NC	AVERAGE SALARY RANGE $75,796 - $96,069	COMPARE TO Greensboro, NC
CITY, STATE Durham, NC	AVERAGE SALARY RANGE $76,251 - $96,646	COMPARE TO Greensboro, NC

See salaries for Wealth Planning Manager in locations close to Greensboro, 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 Greensboro, North Carolina

Greensboro (/ˈɡriːnzbʌroʊ/ (listen); formerly Greensborough) is a city in the U.S. state of North Carolina. It is the 3rd-most populous city in North Carolina, the 68th-most populous city in the United States, and the county seat and largest city in Guilford County and the surrounding Piedmont Triad metropolitan region. As of the 2010 census, the city population was 269,666, and in 2015 the estimated population was 285,342. Three major interstate highways (Interstate 40, Interstate 85, and Interstate 73) in the Piedmont region of central North Carolina were built to intersect at this city. In ...

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

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73978

93765

About Greensboro, North Carolina Greensboro (/ˈɡriːnzbʌroʊ/ (listen); formerly Greensborough) is a city in the U.S. state of North Carolina. It is the 3rd-most populous city in North ....More

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

Wealth Planning Manager Salary in popular cities: Charlotte, Raleigh, Winston Salem

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