A person working as a Wealth Planning Analyst in United States of America will on average earn $69302 per year (pre-tax value). Salary is provided in USD ($/dollar) value.
Below is a break-down of yearly, monthly, weekly and hourly rate.
| Rate Type | Amount (USD) |
|---|---|
| Yearly salary | $69,302.00 |
| Weekly salary | $1,332.73 |
| Daily salary | $189.87 |
| Hourly salary | $23.73 |
This means wealth planning analyst salary is above average!
Job Industry: finance
Description: A wealth planning analyst is a professional who assists individuals and families in managing their financial resources effectively. Their primary role is to provide comprehensive financial planning advice to clients, taking into consideration their goals, risk tolerance, and current financial situation. They analyze clients' assets, liabilities, and income, and develop personalized strategies to optimize wealth accumulation, preservation, and distribution. Wealth planning analysts also provide guidance on tax planning, estate planning, retirement planning, and investment management.
Tagged with: Wealth planning, Financial planning, Asset management, Tax planning, Estate planning, Retirement planning