Wealth Planning Manager Salary in Kannapolis, NC

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How much does a Wealth Planning Manager make in Kannapolis, NC? The average Wealth Planning Manager salary in Kannapolis, NC is $83,514 as of April 24, 2024, but the salary range typically falls between $73,810 and $93,767. 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

$73,810 to $93,767

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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 Kannapolis, NC

West Coast Private Wealth Planning Associate (Midlevel)

Venable LLP - Los Angeles , 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 - 31 days ago

Key Private Bank - Wealth Planner

KeyBank - Albany , NY

Collaborate with KPB Relationship Managers to proactively reach out to clients to advise on age milestone, life events, and children/wealth planning opportunities. * Partner with Fiduciary, Insurance ...

Diversity Inc. - 27 days ago

Private Wealth Planning Paralegal

Friedman Williams - Los Angeles , CA

Experienced Paralegal for Estate Planning Practice Position: Paralegal Location: Los Angeles Office ... Managing a variety of Probate Division cases, including probate cases, trust petitions, and ...

LinkedIn - 1 day ago

Private Wealth Management Planner

US Bank - Columbus , OH

Provides the following comprehensive planning services to affluent clients: asset allocation, wealth management, retirement planning, education funding, estate planning, tax strategies, investment ...

Diversity Inc. - 24 days ago

Business Manager, Wealth Ops and Trust

TIAA - Frisco , TX

Drives meeting planning in support of business projects and objectives. Educational Requirements ... This role reports into the Senior Director, Business Manager who supports the Head of the Wealth ...

Diversity Inc. - 1 day 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 - 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 Kannapolis, NC

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

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Average Salary Range for Wealth Planning Manager in Kannapolis, NC

Average Base Salary

Core compensation

73810

93767

83514

Average Total Cash Compensation

Includes base and annual incentives

75767

97939

86577

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 Kannapolis, NC. The base salary for Wealth Planning Manager ranges from $73,810 to $93,767 with the average base salary of $83,514. The total cash compensation, which includes base, and annual incentives, can vary anywhere from $75,767 to $97,939 with the average total cash compensation of $86,577.

View Average Salary for Wealth Planning Manager as table

	Average Salary	Average Salary Range
Base Salary	$83,514	$73,810 - $93,767
Bonus	$3,063	$1,958 - $4,172
Total Pay	$86,577	$75,767 - $97,939

* 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 Kannapolis, NC

CITY, STATE	AVERAGE SALARY RANGE	COMPARE TO Kannapolis, NC
CITY, STATE Concord, NC	AVERAGE SALARY RANGE $75,361 - $95,738	COMPARE TO Kannapolis, NC
CITY, STATE Salisbury, NC	AVERAGE SALARY RANGE $74,596 - $94,766	COMPARE TO Kannapolis, NC
CITY, STATE Charlotte, NC	AVERAGE SALARY RANGE $76,787 - $97,550	COMPARE TO Kannapolis, NC
CITY, STATE Gastonia, NC	AVERAGE SALARY RANGE $77,103 - $97,951	COMPARE TO Kannapolis, NC
CITY, STATE Rock Hill, SC	AVERAGE SALARY RANGE $77,370 - $98,291	COMPARE TO Kannapolis, NC
CITY, STATE Hickory, NC	AVERAGE SALARY RANGE $76,265 - $96,887	COMPARE TO Kannapolis, NC

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

Kannapolis (Kŭh-nă-pŭh-lŭs) is a city in Cabarrus and Rowan counties, in the U.S. state of North Carolina, northwest of Concord and northeast of Charlotte and is a suburb in the Charlotte metropolitan area. The city of Kannapolis was incorporated in 1984. The population was 42,625 at the 2010 census, which makes Kannapolis the 20th largest city in North Carolina. It is the home of the Kannapolis Intimidators, the Class A baseball affiliate of the Chicago White Sox, and it is the hometown of the Earnhardt racing family. The center of the city is home to the North Carolina Research Campus, a pub...

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

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73810

93767

About Kannapolis, North Carolina Kannapolis (Kŭh-nă-pŭh-lŭs) is a city in Cabarrus and Rowan counties, in the U.S. state of North Carolina, northwest of Concord and northeast of Charl....More

Kannapolis, 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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