$57,400
Avg. Salary
Avg. Hourly Rate

Average additional compensation:

$8,139

Bonus

$4,740

Profit Sharing

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The average pay for a Certified Financial Planner (CFP) in Green Bay, Wisconsin is {{pay}} per hour.

The average pay for a Certified Financial Planner (CFP) in Green Bay, Wisconsin is $57,400 per year.

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MEDIAN $0.00
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$49k
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$57k
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$83k
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MEDIAN $57,400

Job Description for Certified Financial Planner (CFP)

While many entities provide financial planning assistance to people who want a better handle on their financial situations and goals, a certified financial planner (CFP) can truly be considered a professional in the field. CFPs are only granted this title after passing a grueling certification process which ensures the individual's extensive knowledge of all aspects of the work; these include retirement planning and tax laws and regulations, as well as insurance and investment vehicles. Certified financial planners work with individuals, either under the auspices of a financial institution or in private practice, to help them manage money, income, and expenses.

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Certified Financial Planner (CFP) Tasks
  • Interview individuals or businesses to identify financial goals, concerns, and opportunities.
  • Create agendas, spreadsheets, and meeting materials to discuss investments, savings, and asset allocation.
  • Document and revise financial plans for clients.

About Green Bay, Wisconsin

Brown County, Wisconsin
105,221
Male:
52,517 (49.9%)
Female:
52,704 (50.1%)
Green Bay is a city in and the county seat of Brown County in the U.S. State of Wisconsin, located at the head of Green Bay, a sub-basin of Lake Michigan, at the mouth of the Fox River. It is located 581 feet (177 m) above sea level and 112 miles (180 km) north of Milwaukee. The population was 104,057 at the 2010 census. Green Bay is the third-largest city in the state of Wisconsin, after Milwaukee and Madison, and the third-largest city on the west shore of Lake Michigan, after Chicago and Milwaukee. Green Bay is home to the National Football League team Green Bay Packers. Green Bay is the principal city of the Green Bay Metropolitan Statistical Area, which covers Brown, Kewaunee, and Oconto counties; the MSA had a combined population of 306,241 at the 2010 census. Green Bay is an industrial city with several meatpacking plants, paper mills, and a port...
Green Bay:
$41,811
Wisconsin:
$55,638
$652
Green Bay:
$125,400
Wisconsin:
$168,300
2.5%

Certified Financial Planner (CFP) Job Listings

Key Stats for Certified Financial Planner (CFP)

1-4 years
33%
5-9 years
50%
10-19 years
17%

Years of Experience

1-4 years
33%
5-9 years
50%
10-19 years
17%

Common Health Benefits

medical benefits
Medical:
dental benefits
Dental:
vision benefits
Vision:
no benefits
None: 100%