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 $75,426.

The average hourly rate of a(n) Financial Planner in United States is $36.26.

The average bonus of a(n) Financial Planner in United States is $13,109.00.

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 - San Ramon, CA

Insight Wealth Strategies

Certified Financial Planner designation preferred, but not required. SEEKING HIGHLY MOTIVATED FINANCIAL PLANNER TO JOIN OUR TEAM*....

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Financial Planner - Melville, NY

New York Life & NYLife Securities LLC

Job Description - Financial Services Representative*. As a New York Life Financial Services Representative, you'll be offering high quality financial products...

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Financial Planner - Mandeville, LA

E Six Thirteen LLC

The Financial Planner position is a full-time salaried position (min. Analyze financial, legal, and insurance information....

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Financial Planner - Chicago, IL

Lenox Advisors

We have an immediate opportunity for a Financial Planner in our Private Wealth Management business. You will have a bachelor’s degree and must have your CFP...

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Executive Financial Planner - Baton Rouge, LA

Ekhaya Youth Project, Inc.

Executive Financial Planner*. Provide technical financial advice and knowledge to others within the financial discipline....

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