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Salary and Benefits

Financial Planning Consultant
$54K-$66K / yr. (est.)
$55K
$60,715 / year
$67K
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 Planning Consultant

What does a Financial Planning Consultant do?

As Financial Planning Consultants, our primary tasks include advising clients on financial strategies and plans tailored to their individual needs. We assess clients' financial situations and recommend investment opportunities that align with their goals. Our work involves analyzing financial data, preparing reports, and staying informed about market trends. We also assist clients in managing debts, taxes, and savings for significant life events. Lastly, we provide continuous support and adjustments to ensure clients' financial plans remain effective.

Core tasks:

  • Assessing clients' financial status and developing appropriate strategies.
  • Advising clients on investment opportunities and financial management.
  • Preparing and presenting financial reports and documentation.
  • Monitoring market trends to provide up-to-date financial advice.
  • Reviewing and adjusting financial plans as clients' needs evolve.
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Insights

How Many Years of Experience Do Professionals Need Before Becoming Financial Planning Consultant?
On average, people work 7+ years in other positions prior to becoming a Financial Planning Consultant.
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Financial Planning ConsultantNew York City, NY - A year ago
7+ years may seem long, but it's important to gain a wide range of knowledge before diving into the world of financial planning. 💪
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Financial Planning ConsultantSeattle, WA - A year ago
That's a lot of time spent on other positions! Is there a way to fast track the process and become a Financial Planning Consultant sooner? 🤔
How Long Do Financial Planning Consultant Employees Typically Stay in Their Roles?
On average, Financial Planning Consultants works in this position for 3-5 years across multiple employers.
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Finance InternHouston, TX - A year ago
i'm still in school, but from what i've heard, 3-5 years seems about right for most entry-level financial planning consultants.
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Bank TellerMiami, FL - A year ago
Honestly, this infographic doesn't capture the larger banking industry, where financial planning consultants tend to transition to branch manager or loan officer roles after a couple of years.
What Is the Job Hopper Score for Financial Planning Consultant Employees?
Moderate job changes in Financial Planning Consultant, showing some career movement without excessive turnover.
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Financial PlannerHouston, TX - A year ago
I disagree with this assessment. As a Financial Planner, I believe it's important to find the right balance between stability and growth. Moderate job changes can offer valuable learning experiences and new opportunities.
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Wealth ManagerPhiladelphia, PA - A year ago
you don't understand what wealth management is about! It's not just about job changes, it's about building lasting relationships with high-net-worth individuals. This infographic fails to capture the true essence of our profession! 😡

Career path

Path to job

Discover a Financial Planning Consultant's areas of knowledge sorted by their majors.
Explore the list of higher education institutions that a Financial Planning Consultant typically studied at.
College for Financial Planning
Texas A&M University-Texarkana

Path after job

Community

Demographics

What Is the Age and Gender Ratio of Financial Planning Consultant Employees?
Gender ratio in Financial Planning Consultant position: 0.713907785336357 Male and 0.286092214663643 Female. Age ratio in Financial Planning Consultant position: 16-20: 3%, 21-30: 47%, 31-40: 27%, 41-50: 14%, 51-60: 7%, 60+: 2%. Financial Planning Consultant position is predominantly male (71.4%) with the largest age group being 21-30 years old, followed by 31-40 years old.
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Financial Planning ConsultantNew York City, NY - A year ago
I'm 50 and I feel like a dinosaur in this industry. Are there any career progression opportunities for professionals like me? 🦖
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Financial Planning ConsultantSan Francisco, CA - A year ago
As a 27-year-old financial planner, it's disheartening to know that so few women are in this field. We definitely need more inclusivity and diversity! ✊

Workplaces

Who Are the Top Employers for Financial Planning Consultant?
Top employers of Financial Planning Consultant position: Fidelity Investments, Morgan Stanley, Transamerica. People who work in Financial Planning Consultant position most typically go on to work for the Fidelity Investments.
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Financial Planning ConsultantBoston, MA - A year ago
🙄 Honestly, both Morgan Stanley and Fidelity Investments have their strengths and weaknesses. Each person needs to consider their own career goals and preferences before making a decision.
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Financial Planning ConsultantSeattle, WA - A year ago
Big names like Fidelity Investments and Morgan Stanley may look fancy, but don't overlook the smaller firms like Transamerica. They provide more opportunities to make a difference and standout in your career.
Fidelity Investments
Morgan Stanley
Transamerica
What Industries Does Financial Planning Consultant Typically Have Experience In?
Industry Background: The most typical industries of Financial Planning Consultant: Finance & Insurance, Professional / Scientific / Technical, Information Technology, Education, Manufacturing. Financial Planning Consultant employees most likely come from a Finance & Insurance industry background.
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Financial Planning ConsultantDallas, TX - A year ago
Numbers, yes, but it's also about creating strategies and making a difference in people's lives. 😊
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Financial Planning ConsultantMiami, FL - A year ago
Creating strategies? More like burdening people with unnecessary financial advice! 😡

Find your job as Financial Planning Consultant

Discussion about Financial Planning Consultant

Want to know more about Financial Planning Consultant position?
Share your thoughts and ideas about Financial Planning Consultant position with others in our community.
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How is the gender diversity among people working as a Financial Planning Consultant?
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Isabella Holmes4 years ago
30% are women in this profession only.
What is the typical age of people who work as a Financial Planning Consultant?
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Liam Brown4 years ago
The average age is 33
How much experience do you need to work as a Financial Planning Consultant?
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Benjamin Gardner4 years ago
You need 7 years of experience to work as a Financial Planning Consultant.
What industries does a Financial Planning Consultant typically work in?
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Sophie Hayes4 years ago
Finance & Insurance is the most frequent for a Financial Planning Consultant.
Is a higher education needed as a Financial Planning Consultant?
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Sophie Hayes4 years ago
Most people have a Bachelor of Science degree
Which company is likely to have openings for Financial Planning Consultant positions?
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Isabella Holmes4 years ago
Fidelity Investments, Morgan Stanley, Transamerica and VALIC employs the most people in the Financial Planning Consultant role.
How many years of experience as a Financial Planning Consultant is needed in average to switch to another position?
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Sophie Hayes4 years ago
A Financial Planning Consultant typically changes positions after 4 years.
Is it frequent for people to switch companies and still work as a Financial Planning Consultant?
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Liam Brown4 years ago
The job hopper score is medium for a Financial Planning Consultant.
From which job titles people come from to work as a Financial Planning Consultant?
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Benjamin Gardner4 years ago
Financial Advisor, Financial Analyst or Vice President are the typical prior positions for a Financial Planning Consultant
If I’m working as a Financial Planning Consultant, what next position could I have?
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Sophie Hayes4 years ago
Changing from a Financial Planning Consultant to Financial Advisor, Financial Analyst or Vice President is a typical career path.
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Disclaimer

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