Financial Associate & Planner Salary at Blankinship & Foster Llc BETA

How much does a Blankinship & Foster Llc Financial Associate & Planner make?

As of April 2025, the average annual salary for a Financial Associate & Planner at Blankinship & Foster Llc is $96,594, which translates to approximately $46 per hour. Salaries for Financial Associate & Planner at Blankinship & Foster Llc typically range from $82,363 to $103,434, reflecting the diverse roles within the company.

It's essential to understand that salaries can vary significantly based on factors such as geographic location, departmental budget, and individual qualifications. Key determinants include years of experience, specific skill sets, educational background, and relevant certifications. For a more tailored salary estimate, consider these variables when evaluating compensation for this role.

DISCLAIMER: The salary range presented here is an estimation that has been derived from our proprietary algorithm. It should be noted that this range does not originate from the company's factual payroll records or survey data.

Blankinship & Foster LLC Overview

Website:
bfadvisors.com
Size:
<25 Employees
Revenue:
<$5M
Industry:
Financial Services

Blankinship & Foster is an independent, nationally recognized fee-only wealth advisory firm in Solana Beach, California, whose guidance extends beyond investments. Blankinship & Foster specializes in working with retirees, women and successful families. Their unique wealth management process helps clients organize and clarify their personal finances to achieve peace of mind. Clients have benefited from this objective forthright advice for over 35 years.

See similar companies related to Blankinship & Foster Llc

What Skills Does a person Need at Blankinship & Foster Llc?

At Blankinship & Foster Llc, specify the abilities and skills that a person needs in order to carry out the specified job duties. Each competency has five to ten behavioral assertions that can be observed, each with a corresponding performance level (from one to five) that is required for a particular job.

  1. Financial services: A services provided by the finance industry, which encompasses a broad range of businesses that manage money. These services involve banking, brokerage, mortgages, credit cards, payment services, real estate, investment funds, taxes and accounting.
  2. Products and Services: Knowledge of the full array of our organization's products and services including those that are created for internal customers; insight into the differentiating factors that distinguish them from those of competitors.
  3. Customer Service: Customer service is the provision of service to customers before, during and after a purchase. The perception of success of such interactions is dependent on employees "who can adjust themselves to the personality of the guest". Customer service concerns the priority an organization assigns to customer service relative to components such as product innovation and pricing. In this sense, an organization that values good customer service may spend more money in training employees than the average organization or may proactively interview customers for feedback. From the point of view of an overall sales process engineering effort, customer service plays an important role in an organization's ability to generate income and revenue. From that perspective, customer service should be included as part of an overall approach to systematic improvement. One good customer service experience can change the entire perception a customer holds towards the organization.
  4. Planning: An act or process of making or carrying out plans. Establishment of goals, policies, and procedures for a social or economic unit city planning business planning.
  5. Life insurance: Life Insurance can be defined as a contract between an insurance policy holder and an insurance company, where the insurer promises to pay a sum of money in exchange for a premium, upon the death of an insured person or after a set period

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Check more jobs information at Blankinship & Foster Llc

Job Title Average Blankinship & Foster Llc Salary Hourly Rate
2 Administrative Associate $46,677 $22
3 Chief Investment Officer $331,781 $160
4 Client Service $38,131 $18
5 Client Services Associate $54,095 $26
6 Director, Investment Management $137,063 $66
7 Office Manager $74,127 $36
8 Portfolio Analyst $87,071 $42
9 President & Chief Executive Officer $739,756 $356
10 Administrative Assistant $46,677 $22
11 Director, Financial Planning $167,131 $80

Hourly Pay at Blankinship & Foster Llc

The average hourly pay at Blankinship & Foster Llc for a Financial Associate & Planner is $46 per hour. The location, department, and job description all have an impact on the typical compensation for Blankinship & Foster Llc positions. The pay range and total remuneration for the job title are shown in the table below. Blankinship & Foster Llc may pay a varying wage for a given position based on experience, talents, and education.
How accurate does $96,594 look to you?

FAQ about Salary and Jobs at Blankinship & Foster Llc

1. How much does Blankinship & Foster Llc pay per hour?
The average hourly pay is $46. The salary for each employee depends on several factors, including the level of experience, work performance, certifications and skills.
2. What is the highest salary at Blankinship & Foster Llc?
According to the data, the highest approximate salary is about $103,434 per year. Salaries are usually determined by comparing other employees’ salaries in similar positions in the same region and industry.
3. What is the lowest pay at Blankinship & Foster Llc?
According to the data, the lowest estimated salary is about $82,363 per year. Pay levels are mainly influenced by market forces, supply and demand, and social structures.
4. What steps can an employee take to increase their salary?
There are various ways to increase the wage. Level of education: An employee may receive a higher salary and get a promotion if they obtain advanced degrees. Experience in management: an employee with supervisory experience can increase the likelihood to earn more.