Financial Planning Advisory Services (Financial Services & Insurance)

Salary surveys & compensation benchmarks

3 compensation survey reports publish salary benchmarks for Financial Planning Advisory Services (Financial Services & Insurance). Compare what each vendor covers and pick the right one for your organization.

Provides financial advice to clients and prospects. Develops financial portfolios based on clients' financial needs and objectives. Uses knowledge of tax and investment strategies, securities, insurance, and pension plans. May be responsible for selling financial products such as stocks, bonds, mutual funds, and insurance. Develops advisory and consultative sales skills to help retain good client…