Wealth Planner

Benefits

Parental leave

Not verified

Non-birth-parent leave

Not verified

Family-building benefits

• Fertility benefits: Not verified
• Adoption assistance: Not verified
• Surrogacy assistance: Not verified

Mental health support

Not verified

Relocation assistance

Not verified

Childcare support

Not verified

Learning budget

Not verified

Verification

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Salary

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Market context

U.S. role benchmark (BLS OEWS)

$106,409 U.S. median for this role

Projected growth (BLS Employment Projections)

+7.7% - Faster than average

Matched to SOC 13-2011 - Finance aggregate by role bucket.

Source: U.S. Bureau of Labor Statistics, OEWS, May 2024 and Employment Projections, 2024-2034.

Role

Role function

Finance From the posting source checked Jun 20, 2026

Seniority

Mid From the posting source checked Jun 20, 2026

Schedule

Shift type

Not verified

Weekend work

Not verified

Application

Cover letter

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Assessment

Not verified

Deadline

Not stated

Where they hire

State eligibility is not yet verified.

About this role

Wealth Planner Are you skilled at developing wealth plan strategies? Does financial data excite you? • provide comprehensive wealth planning and succession structure advice to HNW and Ultra HNW clients • deliver family office advisory services, covering family governance, strategies and next generation planning • advise on onshore and offshore trust structures • partner closely with Client Advisors, internal product specialists and group tax, legal and C&ORC teams

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