Avg. Base Salary (USD)
The average salary for a Financial Planner is $64,489
What is the Pay by Experience Level for Financial Planners?
An entry-level Financial Planner with less than 1 year experience can expect to earn an average total compensation (includes tips, bonus, and overtime pay) of $49,980 based on 98 salaries. An early career Financial Planner with 1-4 years of experience earns an average total compensation of $60,201 based on 445 salaries. A …Read more
What Do Financial Planners Do?
A financial planner is an individual who works for a bank or investment company that advises individuals on how to make most of their money by suggesting; in some situations, the planner makes investments and financial decisions for customers. This position requires strong analytical skills and an outgoing personality, as a financial institution expects its financial planners to effectively help and retain clients over a long period of time. The financial planner may also set up investment …Read more
- Guide clients through financial self-analysis, including goal setting and advice to reach goals.
- Assist clients with estate management, tax returns, budgets, or other financial tasks.
- Follow-up with clients on plans, track successes, and inform about modifications.