Financial Planner Salary in Arizona - State Average

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Average Salary for Financial Planner in Arizona - State Average

The average salary of a(n) Financial Planner in Arizona - State Average is $71,646.

The average hourly rate of a(n) Financial Planner in Arizona - State Average is $34.44.

The average bonus of a(n) Financial Planner in Arizona - State Average is $12,452.00.

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 Arizona - State Average

Merrill Lynch Financial Advisor Program – Greater Scottsdale, AZ - Scottsdale, AZ

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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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Merrill Lynch Financial Advisor Program - Phoenix & Mesa, AZ - Mesa, AZ

Bank of America

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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Entry Level Material Planner - Scottsdale, AZ

General Dynamics Mission Systems

Basic knowledge of the Financial system and the various systems that interface. General Dynamics Mission Systems has an immediate opening for an Entry-Level...

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Investment Advisor - Tucson, AZ

Fortress Investment Advisors

Series 65 or 66 securities license, Certified Financial Planner (CFP) and/or Chartered Financial Analyst (CFA) given preference....

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Personal Financial Representative - Phoenix, AZ

Allstate Insurance Company

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

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