Wealth Planning Manager Salary in Penasco, NM

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How much does a Wealth Planning Manager make in Penasco, NM? The average Wealth Planning Manager salary in Penasco, NM is $82,853 as of May 28, 2024, but the salary range typically falls between $73,191 and $92,767. 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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$73,191 to $92,767
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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.

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Job Openings for Wealth Planning Manager in Penasco, NM
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 - 44 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 - 6 days ago
Wealth Manager
MassMutual Greater Los Angeles - Arcadia , CA
As a Wealth Manager at MassMutual Greater Los Angeles, you will play a strategic role in managing ... An advanced degree in Financial Planning or Business Administration. * Certified Financial Planner ...
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 - 10 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 - 16 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 - 35 days ago
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Wealth Planning Manager Salary By Experience Levels in Penasco, NM

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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 Penasco, NM

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LEVEL OF EDUCATION

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Average Salary Range for Wealth Planning Manager in Penasco, NM

Average Base Salary

Core compensation

 
 
 
73191
92767
82853

Average Total Cash Compensation

Includes base and annual incentives

 
 
 
74893
96872
85590
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 Penasco, NM. The base salary for Wealth Planning Manager ranges from $73,191 to $92,767 with the average base salary of $82,853. The total cash compensation, which includes base, and annual incentives, can vary anywhere from $74,893 to $96,872 with the average total cash compensation of $85,590.

View Average Salary for Wealth Planning Manager as table

Average Salary Average Salary Range
Base Salary $82,853 $73,191 - $92,767
Bonus $2,736 $1,702 - $4,105
Total Pay $85,590 $74,893 - $96,872
* 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 Penasco, NM

CITY, STATE AVERAGE SALARY RANGE COMPARE TO Penasco, NM
CITY, STATE Santa Fe, NM AVERAGE SALARY RANGE $74,371 - $94,264 COMPARE TO Penasco, NM
CITY, STATE Rio Rancho, NM AVERAGE SALARY RANGE $73,761 - $93,489 COMPARE TO Penasco, NM
CITY, STATE Albuquerque, NM AVERAGE SALARY RANGE $73,997 - $93,789 COMPARE TO Penasco, NM
CITY, STATE Farmington, NM AVERAGE SALARY RANGE $73,003 - $92,530 COMPARE TO Penasco, NM
CITY, STATE Pueblo, CO AVERAGE SALARY RANGE $73,852 - $93,605 COMPARE TO Penasco, NM
CITY, STATE Clovis, NM AVERAGE SALARY RANGE $70,897 - $89,860 COMPARE TO Penasco, NM
See salaries for Wealth Planning Manager in locations close to Penasco, NM. 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.

View Salary for Similar Jobs to Wealth Planning Manager in Penasco, NM

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JOB TITLE Wealth Planning Analyst LOCATION Penasco, NM MINIMUM SALARY $60,073 MAXIMUM SALARY $74,391
JOB TITLE Wealth Planning Associate LOCATION Penasco, NM MINIMUM SALARY $72,163 MAXIMUM SALARY $107,311
JOB TITLE Wealth Management Advisor III LOCATION Penasco, NM MINIMUM SALARY $67,120 MAXIMUM SALARY $99,800
JOB TITLE Wealth Management Advisor II LOCATION Penasco, NM MINIMUM SALARY $56,900 MAXIMUM SALARY $84,300
JOB TITLE Wealth Management Advisor IV LOCATION Penasco, NM MINIMUM SALARY $88,660 MAXIMUM SALARY $117,480
JOB TITLE Wealth Management Advisor I LOCATION Penasco, NM MINIMUM SALARY $48,200 MAXIMUM SALARY $60,600
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 Penasco, NM that might be a good fit for the type of job and salary you are looking for.

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73191
92767

 

About Penasco, New Mexico    Peñasco is a census-designated place (CDP) in Taos County, New Mexico, United States. It is on the scenic High Road to Taos. The population is estimat....More

Penasco, New Mexico  area prices were up 2.5% from a year ago

Wealth Planning Manager Salary in popular cities: Albuquerque, Las Cruces, Rio Rancho

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