$51,283
Avg. Salary
$31.60
Avg. Hourly Rate

Average additional compensation:

$2,000

Bonus

$25,000

Commission

What am I worth?
How should I pay?

The average pay for a Certified Financial Planner (CFP) in San Jose, California is $31.60 per hour.

The average pay for a Certified Financial Planner (CFP) in San Jose, California is $51,283 per year.

10%
$0.00
10%
$31.60
50%
$0.00
90%
90%
MEDIAN $31.60
10%
$49k
10%
$51k
50%
$61k
90%
90%
MEDIAN $51,283
$49,452 - $61,042
$51K
MEDIAN: $51,283
50%

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$0$102K
Salary $51,283
Bonus $2,000
Commission $25,000
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).
)
$25,301 - $102,578
  • Country: United States
  • Currency: USD
  • Updated: 17 Apr 2019
  • Individuals Reporting: 7

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.

Read More...
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 San Jose, California

Santa Clara County, California
1,026,919
Male:
518,317 (50.5%)
Female:
508,602 (49.5%)
San Jose (/ˌsæn hoʊˈzeɪ/; Spanish for Saint Joseph), originally Pueblo de San José de Guadalupe and officially the City of San José, is the third-largest city by population in California, the tenth-largest by population in the United States, and the county seat of Santa Clara County. San Jose is the largest city within the Bay Area and the largest city in Northern California. Before the arrival of the Spanish, the area around San Jose was inhabited by the Ohlone people. San Jose was founded on November 29, 1777, as San José de Guadalupe, the first civilian town in the Spanish colony of Alta California. The city served as a farming community to support Spanish military installations at San Francisco and Monterey. When California gained statehood in 1850, San Jose became the capital. After more than 150 years as a small farming community, the San Jose area in the mid-20th century contained some of...
San Jose:
$91,451
California:
$64,500
$1,757
San Jose:
$717,100
California:
$449,100
4.1%

Certified Financial Planner (CFP) Job Listings

Key Stats for Certified Financial Planner (CFP)

Gender

Female
89 %
Male
11 %

Job Satisfaction

Extremely satisfied
Rated 5 out of 5
based on 5 votes.
1-4 years
55%
10-19 years
45%

Job Satisfaction

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

Gender

Female
89 %
Male
11 %

Years of Experience

1-4 years
55%
10-19 years
45%

Common Health Benefits

medical benefits
Medical: 40%
dental benefits
Dental: 40%
vision benefits
Vision: 30%
no benefits
None: 60%