Years Experience | National Annual Profit Disbursement Data | $0 | $21K | $42K | $63K |
|---|---|---|---|---|---|
| 1-4 years | $1,250 | ||||
| 5-9 years | $3,000 | ||||
| 10-19 years | $62,500 | ||||
 Country: United States | Currency: USD | Updated: 4 Feb 2012 | Individuals Reporting: 13 | |||||
 Median Profit Sharing by Years Experience
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Financial Planner
Job Description
People with the job title Financial Planner typically fall into one of the following PayScale standard occupations.
Advise clients on financial plans utilizing knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate. Duties include assessing clients' assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives to establish investment strategies.
Buy and sell securities in investment and trading firms and develop and implement financial plans for individuals, businesses, and organizations.
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- Certified Financial Planner (CFP)
- National Association of Security Dealers (NASD), Series 7 License
- Certified Public Accountant (CPA)
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