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Certified Financial Planner (CFP) Salary

The average pay for a Certified Financial Planner (CFP) is $63,444 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.
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$40,291 - $119,757
(Median)
$40K
$63K
$120K
MEDIAN: $63,444
10%
50%
90%

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$14.67 - $232.70
(Median)
$15
$25
$230
MEDIAN: $24.00
10%
50%
90%

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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
$40,291 - $119,757  
   
Bonus
$202.03 - $27,168  
Profit Sharing
$1,167 - $29,590  
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).
)
$43,111 - $150,655  
Country: United States | Currency: USD | Updated: 2 May 2015 | Individuals Reporting: 780
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$80$160$240
Hourly Rate
$14.67 - $232.70  
   
Overtime
$14.30 - $90.00  
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$160K$320K$480K
Bonus
$202.03 - $27,168  
   
Commission
$0.00 - $387,832  
Profit Sharing
$1,167 - $29,590  
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).
)
$43,111 - $150,655  
Country: United States | Currency: USD | Updated: 2 May 2015 | Individuals Reporting: 43

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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.

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
$71,000


Skills That Affect Certified Financial Planner (CFP) Salaries

up arrow 20%




National Average
$71,000

Financial Analysis
up arrow 1%


Job Satisfaction

Extremely satisfied
Rated 5 out of 5
based on 164 votes.

Gender

Female
35 %
Male
65 %

Years of Experience

Less than 1 year
4%
1-4 years
29%
5-9 years
31%
10-19 years
26%
20 years or more
11%

Common Health Benefits

medical benefits Medical: 73% dental benefits Dental: 49%
vision benefits Vision: 34% employee benefits None: 27%
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