Certified Financial Planner Salary in Indiana - State Average, Indiana

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Average Salary for Certified Financial Planner in Indiana - State Average, Indiana

The average salary of a(n) Certified Financial Planner in Indiana - State Average, Indiana is $72,013.

The average hourly rate of a(n) Certified Financial Planner in Indiana - State Average, Indiana is $34.62.

The average bonus of a(n) Certified Financial Planner in Indiana - State Average, Indiana is $12,516.00.

Job Description:

Prepares and implements financial plans for individuals, businesses, and organizations, utilizing knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate. Asks client for information to determine client's assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives. Assesses client's financial status, prepares financial plan based on analysis of data, and discusses financial options with client. Prepares and submits documents to implement plan selected by client. Maintains contact with client to revise plan based on modified needs of client or changes in investment market. May refer client to other establishments to obtain services outlined in financial plan. May sell insurance to client, recommending amount and type of coverage sales agent, insurance. May buy and sell stocks and bonds for client registered representative. May rent, buy, and sell property for client sales agent, real estate. May be registered with professional self-regulatory association and be designated certified financial planner. Less

Prepares and implements financial plans for individuals, businesses, and organizations, utilizing knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate. Asks client for information to determine client's assets, liabilities, cash flow, insurance coverage, tax status, and... More

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Results for Certified Financial Planner in Indiana - State Average, Indiana

Financial Planner - Indianapolis, IN

Ronald Blue & Co.

A minimum of one to three (1-3) years' prior financial planning and/or financial service experience or a Master of Financial Planning degree is required, and...

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Personal Financial Counselor - Indiana

Zeiders Enterprises, Inc.

A national certification as an Accredited Financial Counselor (AFC) OR Certified Financial Planner. Face-to-Face financial counseling:....

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Financial Advisor II - South Bend, IN

CUSO Financial Services, L.P.

Certified Financial Planner designation preferred (CFP). To learn more about CUSO Financial Services, L.P. United Federal Credit Union through its partnership...

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Financial Advisor II - South Bend, IN

United Federal Credit Union

Certified Financial Planner designation preferred (CFP). To learn more about CUSO Financial Services, L.P. United Federal Credit Union through its partnership...

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Licensed Financial Advisor - Indianapolis, IN

Financial Center Federal Credit Union

Certified Financial Planner designation preferred. Representatives are employed by Financial Center Federal Credit Union and registered through CUSO Financial...

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