Wealth Planning Manager Salary in Sacramento, NM

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How much does a Wealth Planning Manager make in Sacramento, NM? The average Wealth Planning Manager salary in Sacramento, NM is $78,221 as of May 28, 2024, but the salary range typically falls between $69,098 and $87,580. 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

$69,098 to $87,580

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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 Sacramento, NM

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

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

Associate Wealth Advisor

Transcend Practice Management - Lincoln , NE

... in the wealth management arena. Working with us is an investment in your future that will reap ... Participate and listen carefully in client and planning meetings and translate the discussions into ...

ZipRecruiter - 3 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

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 - 55 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 Sacramento, 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 Sacramento, NM

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LEVEL OF EDUCATION

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Average Salary Range for Wealth Planning Manager in Sacramento, NM

Average Base Salary

Core compensation

69098

87580

78221

Average Total Cash Compensation

Includes base and annual incentives

70705

91456

80804

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 Sacramento, NM. The base salary for Wealth Planning Manager ranges from $69,098 to $87,580 with the average base salary of $78,221. The total cash compensation, which includes base, and annual incentives, can vary anywhere from $70,705 to $91,456 with the average total cash compensation of $80,804.

View Average Salary for Wealth Planning Manager as table

	Average Salary	Average Salary Range
Base Salary	$78,221	$69,098 - $87,580
Bonus	$2,583	$1,607 - $3,875
Total Pay	$80,804	$70,705 - $91,456

* 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 Sacramento, NM

CITY, STATE	AVERAGE SALARY RANGE	COMPARE TO Sacramento, NM
CITY, STATE Alamogordo, NM	AVERAGE SALARY RANGE $70,200 - $88,977	COMPARE TO Sacramento, NM
CITY, STATE Roswell, NM	AVERAGE SALARY RANGE $69,020 - $87,481	COMPARE TO Sacramento, NM
CITY, STATE Las Cruces, NM	AVERAGE SALARY RANGE $66,895 - $84,787	COMPARE TO Sacramento, NM
CITY, STATE El Paso, TX	AVERAGE SALARY RANGE $68,836 - $87,248	COMPARE TO Sacramento, NM
CITY, STATE Sunland Park, NM	AVERAGE SALARY RANGE $68,836 - $87,248	COMPARE TO Sacramento, NM
CITY, STATE Hobbs, NM	AVERAGE SALARY RANGE $70,255 - $89,047	COMPARE TO Sacramento, NM

See salaries for Wealth Planning Manager in locations close to Sacramento, 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.

About Sacramento, New Mexico

Sacramento is a census-designated place in Otero County, New Mexico, United States. Its population was 58 as of the 2010 census. Sacramento has a post office with ZIP code 88347. New Mexico State Road 521 passes through the community....

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

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JOB TITLE Wealth Planning Analyst	LOCATION Sacramento, NM	MINIMUM SALARY $56,714	MAXIMUM SALARY $70,232
JOB TITLE Wealth Planning Associate	LOCATION Sacramento, NM	MINIMUM SALARY $72,163	MAXIMUM SALARY $107,311
JOB TITLE Wealth Management Advisor III	LOCATION Sacramento, NM	MINIMUM SALARY $63,360	MAXIMUM SALARY $94,220
JOB TITLE Wealth Management Advisor II	LOCATION Sacramento, NM	MINIMUM SALARY $53,700	MAXIMUM SALARY $79,600
JOB TITLE Wealth Management Advisor IV	LOCATION Sacramento, NM	MINIMUM SALARY $83,710	MAXIMUM SALARY $110,910
JOB TITLE Wealth Management Advisor I	LOCATION Sacramento, NM	MINIMUM SALARY $45,500	MAXIMUM SALARY $57,300

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 Sacramento, NM that might be a good fit for the type of job and salary you are looking for.

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69098

87580

About Sacramento, New Mexico Sacramento is a census-designated place in Otero County, New Mexico, United States. Its population was 58 as of the 2010 census. Sacramento has a pos....More

Sacramento, 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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