Certified Financial Planner Salary in Philadelphia, Pennsylvania

To get your salary data, use the search bar below or browse by job, city, or state.
loading...

Job title is required

loading...

Job location is required.

Average Salary for Certified Financial Planner in Philadelphia, Pennsylvania

The average salary of a(n) Certified Financial Planner in Philadelphia, Pennsylvania is $80,888.

The average hourly rate of a(n) Certified Financial Planner in Philadelphia, Pennsylvania is $38.89.

The average bonus of a(n) Certified Financial Planner in Philadelphia, Pennsylvania is $14,058.00.

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

How helpful is this page?

Are you a(n) Certified Financial Planner?

Get a more personalized salary report now. Get Report

Average Salaries for Similar Jobs in Philadelphia, Pennsylvania

Job Openings by Indeed job search

Results for Certified Financial Planner in Philadelphia, Pennsylvania

Financial Professional - PA, Bala Cynwyd (2569) - Bala-Cynwyd, PA

AXA

Certified Financial Planner Board of Standards, Inc. A significant number of our financial professionals have attained one or more coveted professional...

View job on Indeed.com

Financial Advisor - Malvern, PA

Vanguard

As a Financial Advisor, you will be working closely with clients to develop a customized goals-based financial plan based on their unique financial situation...

View job on Indeed.com

Private Wealth Advisor - Montgomery County - Jenkintown, PA

BB&T

Completion or enrollment in professional-level certification programs such as Foundations for Financial Planning, Accredited Asset Management Specialist,...

View job on Indeed.com

Financial Planner - Philadelphia, PA

Janney Montgomery Scott LLC

Certified Financial Planner (CFP ® ) or CHFC ® designations required. 1-3 years of professional financial planning experience (as a full-time planner, not...

View job on Indeed.com

Private Wealth Advisor - Chester County - West Chester, PA

BB&T

Completion or enrollment in professional-level certification programs such as Foundations for Financial Planning, Accredited Asset Management Specialist,...

View job on Indeed.com

Discover How Much You
Should Be Paid

Work in Compensation or HR?    x