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 $75,260.

The average hourly rate of a(n) Financial Planner in United States is $36.18.

The average bonus of a(n) Financial Planner in United States is $13,080.00.

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

Financial Planner: Atlanta, GA - Atlanta, GA

Ronald Blue & Co.

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

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Financial Planner and Analyst - Emeryville, CA

Ripple Foods

FINANCIAL PLANNER & ANALYST. Ripple is looking for a Financial Planner and Analyst to help guide our commercialization efforts....

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Public Events Meetings Planner - Philadelphia, PA

Federal Reserve Bank of Philadelphia

Public Events Meetings Planner. Coordinates approvals with Financial Management, Purchasing, and Legal as required. Federal Reserve Bank of Philadelphia....

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Associate Financial Consultant- St. Petersburg, FL - Saint Petersburg, FL

Charles Schwab

Certified Financial Planner (CFP) certification is preferred. Financial business development experience (highly preferred)....

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Strategic/Capital Planner (Financial Analyst) - Washington, DC

Amyx

The Financial Analyst must possess a thorough knowledge of Federal Financial and accounting policies and System requirements....

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