Financial Planner Salary in Taunton, Massachusetts

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 Financial Planner in Taunton, Massachusetts

The average salary of a(n) Financial Planner in Taunton, Massachusetts is $79,201.

The average hourly rate of a(n) Financial Planner in Taunton, Massachusetts is $38.08.

The average bonus of a(n) Financial Planner in Taunton, Massachusetts is $13,765.00.

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) Financial Planner?

Get a more personalized salary report now. Get Report

Average Salaries for Similar Jobs in Taunton, Massachusetts

Job Openings by Indeed job search

Results for Financial Planner in Taunton, Massachusetts

Wealth Management Advisor - Providence - Providence, RI

TIAA

Professional designation of Certified Financial Planner (CFP) also strongly preferred. We’re dedicated to serving the financial needs of those in the academic,...

View job on Indeed.com

Supply Chain Planner – Integration Specialist - Attleboro, MA

Sensata Technologies

Experience understanding the financial influence of inventory, lead time, how logistics align with business objectives, and P&L....

View job on Indeed.com

Personal Financial Representative - Providence, RI

Allstate Insurance Company

Prior Experience as a Financial Advisor, Financial Planner, Registered Representative or Investment Representative preferred....

View job on Indeed.com

Licensed Financial Advisor - Dedham Savings - Dedham, MA

Dedham Savings

Certified Financial Planner (CFP) designation preferred. Sorrento Pacific Financial, LLC. To learn more about Sorrento Pacific Financial, LLC....

View job on Indeed.com

CSI Financial Planner - Dedham, MA

CITIZENS BANK

10+ years financial services experience; Provide ongoing training within Financial Planning. Description Financial Planning Manager This person is responsible...

View job on Indeed.com

Discover How Much You
Should Be Paid

Work in Compensation or HR?    x