Wealth Planner

Provides subject matter expert consulting services to relationship managers and/or advisors to educate advisors on available advice and planning tools and resources to increase an advisor's ability to confidently incorporate advice and planning into their client practice. Consults with relationship managers and/or advisors to help prepare the team for consultative process with their clients. Has expertise in income tax and financial and estate planning. Subject matter expert on advice and planning tools, processes, and policies to help educate and consult with relationship teams. May deliver the plan in partnership with the relationship team. Provides moderate to more advanced planning support. May provide support as a subject-matter expert. Works closely with internal product teams to understand the available financial services products. May work on research projects, presentations, writing assignments, or other projects as they arise.

According to JobzMall, the average salary range for a Wealth Planner in 10 Mechanic St, Worcester, MA 01608, USA is $46,000-$106,000 per year. This range may vary depending on a variety of factors, such as the individual's experience, qualifications, and the size of the company. Additionally, the cost of living in the area may also affect the salary range.

Wells Fargo & Co. is a bank holding company that engages in the provision of banking, insurance, investments, mortgage, and consumer and commercial finance. It operates through the following segments: Community Banking, Wholesale Banking, and Wealth and Investment Management. The Community Banking segment offers investment management and other services to retail customers and securities brokerage and provides financial products and services to consumers and small businesses.