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Financial Planner

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Salary and Benefits

Financial Planner
$50K-$62K / yr. (est.)
$51K
$56,490 / year
$62K
Average base salary
The salary information provided is based on data collected from various reliable sources and may vary depending on individual qualifications and other factors.

About Financial Planner

What does a Financial Planner do?
Diverse coworkers having online conference in modern office
Crop concentrated black man taking notes in documents

As Financial Planners, we evaluate clients’ financial documents, including their income, cash flow, expenses, and liabilities. We provide customized guidance in financial, insurance, and investment planning by creating unique strategic financial plans and budgets for clients. We also monitor clients’ financial expectations and adjust their financial goals accordingly. We plan regularly to proactively determine if any life or economic swing will affect their financial plans by continuously analyzing financial data received from the clients. We also prepare financial and business analysis reports, present and market new financial products and services.

Core tasks:

  • solicit new clients through cold-calling, emailing, hosting seminars & webinars
  • maintain and develop long-lasting relationships with new and existing clients
  • ensure that clients stay updated on the latest regulations and market trends

Insights

Professional Growth

How Many Years of Experience Do Professionals Need Before Becoming Financial Planner?
On average, people work 5-7 years in other positions prior to becoming a Financial Planner.
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Financial PlannerPhiladelphia, PA - A year ago
Maybe I should consider a career change then, because I've been stuck in my current job for ages! 😤
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Financial PlannerPhoenix, AZ - A year ago
😱 Oh my gosh, no wonder it's so hard to find a good Financial Planner! People gotta go through so many different jobs first!

Professional Growth

How Long Do Financial Planner Employees Typically Stay in Their Roles?
On average, Financial Planners works in this position for 5+ years across multiple employers.
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Insurance Agency OwnerChicago, IL - A year ago
I've worked with a few financial planners, and their expertise is invaluable when it comes to managing business finances and planning for the future. It's definitely a role I trust and rely on.
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ProfessorSeattle, WA - A year ago
Financial planners play a significant role in educating individuals on how to make informed financial decisions. Their expertise helps students gain financial literacy, preparing them for a secure future.

Professional Growth

What Is the Job Hopper Score for Financial Planner Employees?
Moderate job changes in Financial Planner, showing some career movement without excessive turnover.
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Finance InternHouston, TX - A year ago
Interesting! I wonder what specific skills and experiences can help me make these career moves as a financial planner?
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Tax ConsultantLos Angeles, CA - A year ago
🤔 I'm not sure if I agree with this infographic. It doesn't show the challenges and obstacles financial planners face when trying to change jobs.

Career path

Path to job

Fields of study

Discover a Financial Planner's areas of knowledge sorted by their majors.

Top educational institutions

Explore the list of higher education institutions that a Financial Planner typically studied at.
College for Financial Planning
Penn State University

Path after job

Community

Demographics

Culture & Values

What Is the Age and Gender Ratio of Financial Planner Employees?
Gender ratio in Financial Planner position: 0.737858445217968 Male and 0.262141554782032 Female. Age ratio in Financial Planner position: 16-20: 5%, 21-30: 60%, 31-40: 21%, 41-50: 9%, 51-60: 4%, 60+: 1%. Financial Planner position is predominantly male (73.8%) with the largest age group being 21-30 years old, followed by 31-40 years old.
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Financial PlannerHouston, TX - A year ago
Y'all, we need more diversity in this occupation, not just young and male planners. 👨
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Financial PlannerMiami, FL - A year ago
I'm shocked! Just 1% of planners are 60+? Gotta appreciate those experienced folks! 😮

Workplaces

Professional Growth

Who Are the Top Employers for Financial Planner?
Top employers of Financial Planner position: Ayco, a Goldman Sachs Company, Lincoln Financial Network, Macy's. People who work in Financial Planner position most typically go on to work for the Ayco, a Goldman Sachs Company.
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Financial PlannerSan Francisco, CA - A year ago
Lincoln Financial Network is a respected company with a long history of serving clients' financial needs. I would love to work for them!
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Financial PlannerDallas, TX - A year ago
Macy's being on this list shows that they are diversifying their business and expanding their horizons.
Ayco, a Goldman Sachs Company
Lincoln Financial Network
Macy's

Professional Growth

What Industries Does Financial Planner Typically Have Experience In?
Industry Background: The most typical industries of Financial Planner: Finance & Insurance, Professional / Scientific / Technical, Retail, Education, Manufacturing. Financial Planner employees most likely come from a Finance & Insurance industry background.
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Financial PlannerChicago, IL - A year ago
As a financial planner, my job is to provide expert advice and empower my clients to achieve their financial goals, not just collect a paycheck. 💼
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Financial PlannerDallas, TX - A year ago
Y'all need to stop hating on financial planners. We work hard to navigate the complex financial landscape and help secure our clients' futures. 💰

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Discussion about Financial Planner

Want to know more about Financial Planner position?
Share your thoughts and ideas about Financial Planner position with others in our community.
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How is the gender diversity among people working as a Financial Planner?
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Benjamin Gardner3 years ago
25% are women in this profession only.
What is the typical age of people who work as a Financial Planner?
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Benjamin Gardner3 years ago
People working as a Financial Planner are 30 old on average.
How much experience do you need to work as a Financial Planner?
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Isabella Holmes3 years ago
You should work for 6 years on average to become a Financial Planner.
Which industries have a lot of people working in Financial Planner roles?
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Sophie Hayes3 years ago
Finance & Insurance is typical for a Financial Planner to work in.
Do I need a degree to work as a Financial Planner?
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Benjamin Gardner3 years ago
As a Financial Planner you’ll probably need Bachelor of Science degree
Where are you working as a Financial Planner?
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Benjamin Gardner3 years ago
Most people work for Ayco, a Goldman Sachs Company, Lincoln Financial Network, Macy's, Prudential and World Financial Group
How many years do people spend as a Financial Planner in their career path?
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Benjamin Gardner3 years ago
A Financial Planner typically moves on after more than 5 years
How common is it for a Financial Planner to jump from company to company?
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Benjamin Gardner3 years ago
The job hopper score is medium for a Financial Planner.
What work history do people usually have before becoming a Financial Planner?
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Isabella Holmes3 years ago
A Financial Planner probably worked as Financial Advisor, Financial Analyst or Vice President before
Working as a Financial Planner what job titles should I consider to switch to?
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Benjamin Gardner3 years ago
Financial Advisor, Vice President or Financial Analyst can be a good next step
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