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Certified Financial Planner (CFP) Salary (United States)

The average pay for a Certified Financial Planner (CFP) is $61,632 per year. Experience strongly influences income for this job. A skill in Insurance is associated with high pay for this job. Most people with this job move on to other positions after 20 years in this field.
Certified Financial Planner (CFP) Salary (?
XAll compensation data shown are gross, national 10th to 90th percentile ranges. Pay can vary greatly by location. To view local data, take the PayScale survey.
)
$39,595 - $109,237
(Median)
40K
49K
62K
82K
110K
MEDIAN: $61,631
10%
25%
50%
75%
90%
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Certified Financial Planner (CFP) Salary (?
XAll compensation data shown are gross, national 10th to 90th percentile ranges. Pay can vary greatly by location. To view local data, take the PayScale survey.
)
$15.14 - $152.60
(Median)
15
40
150
MEDIAN: $24.00
10%
75%
90%
Add this chart to your site: 640px    300px

National Salary Data

 (?
XAll compensation data shown are gross, national 10th to 90th percentile ranges. Pay can vary greatly by location. To view local data, take the PayScale survey.
)
$0$130K$260K$390K
Salary
$39,595 - $109,237  
   
Bonus
$202.03 - $25,342  
Profit Sharing
$1,178 - $29,233  
Commission
$0.00 - $387,832  
Total Pay (?
XTotal Pay combines base annual salary or hourly wage, bonuses, profit sharing, tips, commissions, overtime pay and other forms of cash earnings, as applicable for this job. It does not include equity (stock) compensation, cash value of retirement benefits, or the value of other non-cash benefits (e.g. healthcare).
)
$42,427 - $142,282  
Country: United States | Currency: USD | Updated: 11 Dec 2014 | Individuals Reporting: 744
National Hourly Rate Data (?
XAll compensation data shown are gross, national 10th to 90th percentile ranges. Pay can vary greatly by location. To view local data, take the PayScale survey.
)
$0$70$140$210
Hourly Rate
$15.14 - $152.60  
   
Overtime
$0.21 - $117.45  
National Annualized Data (?
XAll compensation data shown are gross, national 10th to 90th percentile ranges. Pay can vary greatly by location. To view local data, take the PayScale survey.
)
$0$140K$280K$420K
Bonus
$202.03 - $25,342  
   
Commission
$0.00 - $387,832  
Profit Sharing
$1,178 - $29,233  
Total Pay (?
XTotal Pay combines base annual salary or hourly wage, bonuses, profit sharing, tips, commissions, overtime pay and other forms of cash earnings, as applicable for this job. It does not include equity (stock) compensation, cash value of retirement benefits, or the value of other non-cash benefits (e.g. healthcare).
)
$42,427 - $142,282  
Country: United States | Currency: USD | Updated: 11 Dec 2014 | Individuals Reporting: 39
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Job Description for Certified Financial Planner (CFP)

A Certified Financial Planner is expected to create and develop client relationships through telephone conversations, email, and person-to-person meetings. A financial planner's responsibility is to assess the financial needs and goals of each client, and to develop and implement a financial plan that fulfills those needs and goals. Responsibilities include plan development, selecting and selling of appropriate financial services, and monitoring and adapting plans as needs and financial conditions change. Cross-selling of financial services with other financial experts may be required. A designation of certified financial planner is required, as well as strong listening, communication, organizational, and interpersonal skills. Planners must be able to communicate effectively both in person and over the phone. Excellent knowledge of financial markets, products, and services is a must. Expect to attend workshops and seminars to stay on top of the most recent products and policies. The ability to multitask and work well in groups is also a necessity. It is also required that planners have the ability to understand and work with computer applications such as Microsoft Office and other financial programs. Financial planners should have a background in banking and understand law and accounting practices. Honesty and integrity are a must, as well as a motivated personality, and the ability to adapt your time to your clients' needs. Planners should expect some travel to both client locations and product knowledge seminars, as well as being able to work with other professionals in the industry that can help you satisfy your clients needs. A planner must have the ability to put the client needs above all else.
Certified Financial Planner (CFP) Tasks
  • Document and revise financial plans for clients.
  • Create agendas, spreadsheets, and meeting materials to discuss investments, savings, and asset allocation.
  • Interview individuals or businesses to identify financial goals, concerns, and opportunities.

Certified Financial Planner (CFP) Job Listings

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Popular Skills for Certified Financial Planner (CFP)

Pay by Experience Level for Certified Financial Planner (CFP)

Median of all compensation (including tips, bonus, and overtime) by years of experience.

Pay Difference By Location

Washington
up arrow 64%
Boston
up arrow 52%
Cincinnati
up arrow 18%
Denver
up arrow 18%
New York
up arrow 13%
Dallas
up arrow 9%
San Diego
up arrow 6%
Phoenix
up arrow 3%
Raleigh
0%
National Average
$69,000
Los Angeles
up arrow 1%
Omaha
up arrow 4%
Chicago
up arrow 6%
Charlotte
up arrow 13%
Atlanta
up arrow 14%
Larger circles over a city indicate a job is popular in that location.

Certified Financial Planner (CFP) Reviews

What is it like working as a Certified Financial Planner (CFP)?
Certified Financial Planner (CFP) in Dallas:
"Great career."
Pros: Helping individuals grasp where they are financial and what can be done to improve their situation.
Cons: Hours worked.

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Experience Affects Certified Financial Planner (CFP) Salaries

National Average
$69,000

Skills That Affect Certified Financial Planner (CFP) Salaries

up arrow 14%
Financial Analysis
up arrow 1%
National Average
$69,000
Microsoft Excel
up arrow 7%

Job Satisfaction

Extremely satisfied Image
Extremely satisfied
Rated 5 out of 5 based on 183 votes.

Gender

Female
36%
female alumni
 
Male
64%
male alumni

Years of Experience

Less than 1 year
4%
1-4 years
30%
5-9 years
31%
10-19 years
25%
20 years or more
10%

Common Health Benefits

medical benefits Medical: 75% dental benefits Dental: 50%
vision benefits Vision: 35% employee benefits None: 25%