Financial Planner Salaries in North Carolina

Excellent telephone service/relationship management skills. Support other departments and independent financial advisors in their understanding of the program.

$67,500 - $112,500 a year

This includes managing the responsibilities for a book of assigned clients, supporting the implementation of financial plan recommendations and the coordination…

$62,500 - $87,500 a year

Establish, maintain, and develop business relationships with members and internal/external sources. Understanding of economic and accounting principles,…

$55,000 - $75,000 a year

Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and…

Customer Service: Advisors are responsible for all functions of client relationship maintained including providing an exceptional service via incoming service…

$90,000 - $150,000 a year

The typical consultant spends the majority of their time fielding inbound calls and the remainder of their time on follow up to clients and prospects.