Wealth Planning Analyst salary in United States Of America

Average Yearly Salary of Wealth Planning Analyst in United States Of America is approximately 69,460 USD (69,302 USD). Data is for 2025 and indicates a pre-tax value. The salary itself depends on multiple factors such as seniority, job performance, certifications, experience or any other bonuses. The value indicated is an average amount based on records we have in database. Real values may vary. The data is for orientational purposes.

What does Wealth Planning Analyst do?

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.

Skills: Wealth planning, Financial planning, Asset management, Tax planning, Estate planning, Retirement planning
Job industry: Finance

How much does Wealth Planning Analyst make?

Difference in salary year over year or average salary increase is approximately 4 %


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Salary comparison to National average

Is Wealth Planning Analyst a well paid job?

Yes, our data shows that Wealth Planning Analyst is a well paid job. With years and experience the salary might increase even further, resulting in higher satisfaction.

What is considered a high salary for Wealth Planning Analyst?

High salary for Wealth Planning Analyst would be somewhere between 76,406 USD and 100,717 USD. However this is an estimation based on Gaussian Distribution.

How much can you save working as Wealth Planning Analyst in United States Of America?

Living in United States Of America the approximate monthly expenses are: 2,280 USD. This amount covers basic needs such as food, housing, clothing, healthcare and education costs for a single person. No luxury expenses such as traveling, leisure, hobbies are included in the estimation.

Estimated Yearly Salary: 69,460 USD
Estimated Monthly Salary: 5,788 USD
Estimated Weekly Salary: 1,336 USD per week
Estimated Hourly Salary: 33 USD per hour
By working as Wealth Planning Analyst a person can save up to 3,495 USD per month or 41,942 USD yearly. Values are pre-tax.

NOTE: These values are estimates and are averaged for the whole country. Furthermore the value is likely exaggerated as no other expenses are taken into account in the projection. Unessential expenses are very subjective and are difficult to assess. Most likely the previously estimated number is significantly lower for majority of people. Expenses in different cities across the country may vary. Above values accuracy is low and is based on limited set of data obtained.

For more information regarding expenses in United States Of America, see costs of living in United States Of America.

Salary comparison to region and neighbouring coutries

Country's neighbours are: Canada, Mexico.
To make it easier for comparison a conversion from local currency to USD has been made (conversion rates may vary).

Estimated Yearly Salary for Wealth Planning Analyst

Last revision of data: 2025-01-04

Salary increase per years of experience

Based on data available the salary increase per years of experience is as following

0 years (beginner) equals base salary

1 to 5 years of experience yields +12% salary increase

6 to 10 years of experience yields +25% salary increase

11 to 15 years of experience yields +16% salary increase

16 to 25 years of experience yields +9% salary increase

more than 25 years of experience yields +10% salary increase

NOTE: Details based on limited set of data. Percentages may vary. The salary increase over years of experience can vary widely based on factors such as job industry, job role, location, company size, and individual performance. To gain even larger increase in salary one is advised to switch jobs and / or employer.

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Data as of 2025

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