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Financial Planner Salary
in Montana, United States

$71,496 (USD)

Average Salary


Average Hourly


Average Bonus

Last updated: March 18, 2019

Salary Recap

The average pay for a Financial Planner is $71,496 a year and $34 an hour in Montana, United States. The average salary range for a Financial Planner is between $40,368 and $90,919. 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 Montana, United States.

Average Salary Chart

Scroll for Salary Potential, Education and Skills

Job Summary

  • 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 Montana, 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:
5 Year Change:
16 %



Financial Planner Job Listings for Montana, United States

Wealth Management Advisor Training Program
Mar 18
Bozeman, MT, USA
Northwestern Mutual
FINANCIAL PLANNING WITH NORTHWESTERN MUTUAL Are you looking for more fulfillment from your career? Are you starting to think about a job change? Now's the time to consider Northwestern Mutual. Our ...
District Manager - Hardee's
Jan 23
Capstone Restaurant Group
Financial planning aptitude including planning, budgeting, scheduling and P & L management KNOWLEDGE, SKILLS, AND ABILITY: * Valid Driver's License * Strong interpersonal skills. * Ability to work ...
Operations Manager
Mar 18
Whitefish, MT, USA
River Design Group
Coordinate with corporate strategic advisors including tax accountants, financial planners, bankers, and insurance agents. * Assure financial plans are consistent with organizational goals. • ...
Regional Director of Operations - Hardee's
Feb 4
Capstone Restaurant Group
Financial planning aptitude including planning, budgeting, scheduling and P & L management * Strong written and verbal communication skills. Good listening skills. * Effective decision-making skills
Sales Representative Ð Seeking Military Veterans and Spouses
Mar 6
You'll work as a member of a team of professionals focused on providing insurance and financial products to help customers protect their homes, cars, lives, and retirement incomes. Once you complete ...
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