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Financial Planner Salary
in Orlando, Florida

$76,924 (USD)

Average Salary

$37/hr

Average Hourly

$13,369

Average Bonus

Last updated: July 20, 2019

Salary Recap

The average pay for a Financial Planner is $76,924 a year and $37 an hour in Orlando, Florida, United States. The average salary range for a Financial Planner is between $43,432 and $97,821. On average, a Bachelor's Degree is the highest level of education for a Financial Planner. This compensation analysis is based on salary survey data collected directly from employers and anonymous employees in Orlando, Florida.

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.
Financial Planner Job Prevalence in Orlando, Florida, United States

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

Job family population: 389,610

Estimated population of Financial Planner jobs: 42,136

Rate of error: 1.1%

Salary Potential

Estimated salary in 2024:
$89,176
5 Year Change:
16 %

Average Salary Chart

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Education

Skills

About Orlando, Florida

Orlando Cost of Living Score:

Description: Orlando () is a city in the U.S. state of Florida and the county seat of Orange County. Located in Central Florida, it is the center of the Orlando metropolitan area, which had a population of 2,509,831, according to U.S. Census Bureau figures released in July 2017. These figures make it the 23rd-largest metropolitan area in the United States, the sixth-largest metropolitan area in the Southern United States, and the third-largest metropolitan area in Florida. As of 2015, Orlando had an estimated city-proper population of 280,257, making it the 73rd-largest city in the United States, the fourth-largest city in Florida...

Financial Planner Job Listings for Orlando, Florida

Licensed Financial Advisor
Jul 14
us
FAIRWINDS Credit Union
Licensed Financial Advisor We are currently seeking an experienced Financial Advisor to join our Retirement Planning team. As the largest credit union in central Florida with over $2.3 billion in ...
Financial Planning Assistant
Jul 17
Oxford, FL, USA
ATLANTIC SUN
Financial Planning Assistant needed for busy financial planning office in Oxford. We are located near the intersection of 466 and 301 in The Villages. The job requires proficiency with Excel ...
Senior Financial Analyst
Jul 19
Orlando, FL, USA
Sanford Rose Associates - JFSPartners
Performs analysis in support of FP&A deliverables such as operating, capital, cash flow, and budgets and forecasts. * Enhances, develops, prepares, and maintains internal management reporting.
Finance Analyst / Professional
Jun 19
Orlando, FL, USA
Siemens
Financial Planning & Analysis supporting the forecast preparation, FLASH, prelim reporting cycles. Accounting/Reporting activities in support of deferred revenue or cost, and corrections required to ...
Financial Advisor
Apr 26
Orlando, FL, USA
Futurity First - Multiple Cities
We are seeking a Financial Advisor to join our team! You will deliver personalized investment solutions to help clients work toward their long-term financial goals. Responsibilities: * Advise clients ...

Salary Recap

The average pay for a Financial Planner is $76,924 a year and $37 an hour in Orlando, Florida, United States. The average salary range for a Financial Planner is between $43,432 and $97,821. On average, a Bachelor's Degree is the highest level of education for a Financial Planner. This compensation analysis is based on salary survey data collected directly from employers and anonymous employees in Orlando, Florida.

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Financial Planner Job Listings for Orlando, Florida

Licensed Financial Advisor
Jul 14
us
FAIRWINDS Credit Union
Licensed Financial Advisor We are currently seeking an experienced Financial Advisor to join our Retirement Planning team. As the largest credit union in central Florida with over $2.3 billion in ...
Financial Planning Assistant
Jul 17
Oxford, FL, USA
ATLANTIC SUN
Financial Planning Assistant needed for busy financial planning office in Oxford. We are located near the intersection of 466 and 301 in The Villages. The job requires proficiency with Excel ...
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View our most popular salary searches and other resources