Financial Planner Salary in United States

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Average Salary for Financial Planner in United States

The average salary of a(n) Financial Planner in United States is $75,623.

The average hourly rate of a(n) Financial Planner in United States is $36.36.

The average bonus of a(n) Financial Planner in United States is $13,143.00.

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 Financial Planner in United States

Merrill Lynch Financial Advisor Program - Dallas Galleria & North Dallas - Dallas, TX

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Certified Financial Planner (CFP). Chartered Financial Analyst (CFA). Merrill Lynch’s financial advisors help clients pursue the life they envision through a...

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Associate Financial Planner - San Diego, CA

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Experience needed should include comprehensive financial planning, working with eMoney, Excel, Powerpoint, and other financial planning technologies....

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Entry-Level Sustainability Planner - San Francisco, CA

AECOM

Planner for employment in the San Francisco, CA office. Support senior planners and/or project managers in producing documents, reports, graphics, and materials...

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Benefits Advisor - New York, NY

U.S. Department of Labor

Experience as a compliance inspector, analyst, planner or investigator whose work is related to the field of employee benefit plans and/or Federal and/or state...

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Wealth Management Advisor - Atlanta, GA

FirsTrust, LLC

Our FinancialTeams of *Financial Planners, Investment Advisors and Client Relationship Managers*. Say Goodbye to FINRA.*....

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