CFP Salary on the Basis of Job Title
To provide a detailed breakdown of Certified Financial Planner (CFP) salaries based on job titles, we can look at common roles within the financial planning industry and their typical compensation.
Job Title | Average Salary | Description |
---|---|---|
Associate Financial Planner | $50,000 – $60,000 | Entry-level position; supports senior planners in client management and plan drafting. |
Financial Planner | $60,000 – $75,000 | Handles individual client cases, creating and implementing financial plans. |
Senior Financial Planner | $75,000 – $90,000 | Manages complex client portfolios and may supervise junior planners. |
Lead Financial Planner | $90,000 – $120,000 | Takes lead in client interactions, responsible for high-value clients. |
Financial Planning Manager | $100,000 – $130,000 | Oversees a team of planners, responsible for department goals and metrics. |
Director of Financial Planning | $120,000 – $150,000+ | Strategic role, leading the planning division, involved in business development and high-level decision making. |