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Certified Financial Planner Salary
in Seattle, Washington

$88,560 (USD)

Average Salary

$43/hr

Average Hourly

$15,392

Average Bonus

Last updated: June 25, 2019

Salary Recap

The average pay for a Certified Financial Planner is $88,560 a year and $43 an hour in Seattle, Washington, United States. The average salary range for a Certified Financial Planner is between $50,002 and $112,617. On average, a Master's Degree is the highest level of education for a Certified Financial Planner. This compensation analysis is based on salary survey data collected directly from employers and anonymous employees in Seattle, Washington.

Average Salary Chart

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Job Summary

Description:
  • Prepares and implements financial plans for individuals, businesses, and organizations, utilizing knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate.
  • Asks client for information to determine client's assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives.
  • Assesses client's financial status, prepares financial plan based on analysis of data, and discusses financial options with client.
  • Prepares and submits documents to implement plan selected by client.
  • Maintains contact with client to revise plan based on modified needs of client or changes in investment market.
  • May refer client to other establishments to obtain services outlined in financial plan.
  • May sell insurance to client, recommending amount and type of coverage sales agent, insurance.
  • May buy and sell stocks and bonds for client registered representative.
  • May rent, buy, and sell property for client sales agent, real estate.
  • May be registered with professional self-regulatory association and be designated certified financial planner.
Certified Financial Planner Job Prevalence in Seattle, Washington, United States

Job family: Securities, Commodities, and Financial Services Sales Agents

Job family population: 389,610

Estimated population of Certified Financial Planner jobs: 42,136

Rate of error: 1.1%

Salary Potential

Estimated salary in 2024:
$102,665
5 Year Change:
16 %

Education

Skills

About Seattle, Washington

Seattle Cost of Living Score:

Description: Seattle ( (listen) see-AT-əl) is a seaport city on the West Coast of the United States. It is the seat of King County, Washington. With an estimated 744,955 residents as of 2018, Seattle is the largest city in both the state of Washington and the Pacific Northwest region of North America. According to U.S. Census data released in 2018, the Seattle metropolitan area's population stands at 3.94 million, and ranks as the 15th largest in the United States. In July 2013, it was the fastest-growing major city in the United States and remained in the top 5 in May 2015 with an annual growth rate of 2.1%. In July 2016, Seattle...

Certified Financial Planner Job Listings for Seattle, Washington

Wealth Management/Financial Planning Advisor
Jun 3
Seattle, WA, USA
intellicents
intellicents is seeking a Wealth Management/Financial Planning Advisor (WMFPA) to join our team ... certificate sponsorships Medical, dental, disability and life insurance programs Paid time off (PTO ...
Financial Planning Associate
May 16
Kirkland, WA, USA
Miller Advisors, Inc.
Certified Financial Planner (CFP®) designation or in the process of obtaining certification, Series 66 license or Registered Paraplanner (RP®) preferred * Working knowledge of practices and ...
Financial Services Operations Lead
Jun 21
Mercer Island, WA, USA
Willis Eckfeldt
Willis Eckfeldt, a personal financial planning and investment firm in Mercer Island, is searching ... Educational fees for certification * Parking or commuter subsidy * Generous Paid Time Off * 401(k) ...
Tax and Accounting Senior / Supervisor / CPA
Jun 4
Seattle, WA, USA
Bauer Evans / Madrona Financial Services
Combined, their staff, including 15 CPA's, offer services in estate planning, trusts, business advisory, financial planning, and more, most with over 15 years of experience, and many are licensed as ...
Key Family Wealth - Fiduciary and Family Wealth Office Director
Jun 14
Seattle, WA, USA
KeyBank
Works with the Wealth Consultant and Regional Planning Strategist in building client financial ... * CPA, JD, CFA, CFP, or MBA * Experience as subject-matter-expert to in-house and industry groups
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