Financial Specialist Salary in United States

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Average Salary for Financial Specialist in United States

The average salary of a(n) Financial Specialist in United States is $93,830.

The average hourly rate of a(n) Financial Specialist in United States is $45.11.

The average bonus of a(n) Financial Specialist in United States is $19,348.00.

Job Description:

Analyzes client's financial situations and helps client reduce and eliminate their debt through a debt management program and plan and save for retirement. Gathers client's budget information, financial obligations, and goals. Identifies and assesses client's financial problems and needs. Recommends and counsels client on financial options or solutions, using their knowledge of consumer debt, consumer loans, types of interest, investments, tax laws, and insurance. Assists clients in identifying and planning to meet their short-and long-term financial goals. Helps clients with retirement and estate planning, funding the college educations of children, and general investment choices. Develops a comprehensive financial plan that identifies problem areas, makes recommendations for improvement, and selects appropriate investments compatible with the client's goals, attitude toward risk, and expectation or need for a return on the investment. Meets potential clients by giving seminars or lectures or through business and social contacts and/or by making sales calls and marketing financial services. Conducts face to face and telephone financial counseling sessions with clients, updating them on potential investments and adjusting their financial plan to any life changes, such as marriage, disability, or retirement. Assists a high number of clients by managing their financial plans, and may manage their financial products and services. May provide tax advice or sell life insurance. May specialize in areas such as retirement and estate planning or risk management. Less

Analyzes client's financial situations and helps client reduce and eliminate their debt through a debt management program and plan and save for retirement. Gathers client's budget information, financial obligations, and goals. Identifies and assesses client's financial problems and needs. Recommends... More

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