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Financial Planner Salary
in Charlotte, North Carolina

$79,733 (USD)

Average Salary

$38/hr

Average Hourly

$13,858

Average Bonus

Salary Recap

The average pay for a Financial Planner is $79,733 a year and $38 an hour in Charlotte, North Carolina, United States. The average salary range for a Financial Planner is between $45,018 and $101,392. 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 Charlotte, North Carolina.

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 Charlotte, North Carolina, 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:
$92,432
5 Year Change:
16 %

Average Salary Chart

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Education

Skills

About Charlotte, North Carolina

Charlotte Cost of Living Score:

Description: Charlotte () is the most populous city in the U.S. state of North Carolina. Located in the Piedmont, it is the county seat of Mecklenburg County. In 2018, the U.S. Census Bureau estimated the population was 872,498, making it the 16th-most populous city in the United States. The Charlotte metropolitan area's population ranks 23rd in the U.S., and had a 2018 population of 2,569,213. The Charlotte metropolitan area is part of a sixteen-county market region or combined statistical area with a 2018 census-estimated population of 2,728,933.Between 2004 and 2014, Charlotte was ranked as the country's fastest-growing metro...

Financial Planner Job Listings for Charlotte, North Carolina

FP&A Business Consultant
Jul 18
Charlotte, NC, USA
Recruit Marks
Company confidential*** is seeking a FP&A Business Consultant to join our elite FP&A Center of Excellence team. While reporting to the Director, Corporate FP&A, the FP&A Business Consultant's primary ...
Financial Advisor Development Program - NC
Jun 3
Charlotte, United States
Vanguard
Develop skills focused on the six elements of the personal financial planning process as you become a successful Financial Advisor and put our clients on the path to investment success * Receive ...
Investment Consultant - Charlotte, NC
Jul 9
Charlotte, United States
Fidelity Investments
You joined the financial services industry to make a difference in the lives of your clients through comprehensive, needs-based financial planning. We believe your ability to foster positive ...
Business Analyst Finance
Jul 23
Charlotte, NC, USA
MoxieIT Solutions INC
... FP&A to proactively identify business patterns through quantitative data analysis · Collaborate with Accounting to evaluate the accuracy and completeness of data supporting revenue recognition and ...
College to Corporate Internship - Advice - NC
Jun 3
Charlotte, United States
Vanguard
Spend the summer developing your expertise of the personal financial planning process and enriching your knowledge of Vanguard's business * Learn about what differentiates Vanguard's advice offering ...

Salary Recap

The average pay for a Financial Planner is $79,733 a year and $38 an hour in Charlotte, North Carolina, United States. The average salary range for a Financial Planner is between $45,018 and $101,392. 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 Charlotte, North Carolina.

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Salaries By Location

Financial Planner

Salaries By Location

Financial Planner
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Financial Planner Job Listings for Charlotte, North Carolina

FP&A Business Consultant
Jul 18
Charlotte, NC, USA
Recruit Marks
Company confidential*** is seeking a FP&A Business Consultant to join our elite FP&A Center of Excellence team. While reporting to the Director, Corporate FP&A, the FP&A Business Consultant's primary ...
Financial Advisor Development Program - NC
Jun 3
Charlotte, United States
Vanguard
Develop skills focused on the six elements of the personal financial planning process as you become a successful Financial Advisor and put our clients on the path to investment success * Receive ...
Explore our most popular jobs
View our most popular salary searches and other resources