Financial Planning Associate Salary at Business & Estate Advisers Inc BETA

How much does a Business & Estate Advisers Inc Financial Planning Associate make?

As of April 2025, the average annual salary for a Financial Planning Associate at Business & Estate Advisers Inc is $64,269, which translates to approximately $31 per hour. Salaries for Financial Planning Associate at Business & Estate Advisers Inc typically range from $61,857 to $71,970, 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.

Business & Estate Advisers Inc Overview

Website:
business-estate.com
Size:
<25 Employees
Revenue:
$5M - $10M
Industry:
Financial Services

Business & Estate Advisers, Inc. is a financial resources firm, whose knowledgeable team solves any problem using creative solutions and exceptional service for each and every client. Friendly interaction, concise communication, confidentiality and integrity are key values held by the company. After 24 years of existence, Business & Estate has finally drafted and adopted a Mission Statement. Could it be that this is something we should have had long before? Could it be that I just didn't understand how to put one together? Could it be that two bright young MBAs convinced him it was time to do so? Together, as a team, here is the mission we created. Way back when I was a young teenager studying for confirmation we were given the Ten Commandments to memorize. We were also given "the meaning" of each commandment. Well, above is our firm's commandment, so what does it mean?

See similar companies related to Business & Estate Advisers Inc

What Skills Does a person Need at Business & Estate Advisers Inc?

At Business & Estate Advisers Inc, 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. 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.
  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. 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.
  5. Accounting: Creating financial statements and reports based on the summary of financial and business transactions.

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Check more jobs information at Business & Estate Advisers Inc

Job Title Average Business & Estate Advisers Inc Salary Hourly Rate
2 Office Manager $72,916 $35
3 Paraplanner $64,269 $31
4 Retirement Plan Administrator $56,723 $27
5 Administrative Assistant $45,915 $22

Hourly Pay at Business & Estate Advisers Inc

The average hourly pay at Business & Estate Advisers Inc for a Financial Planning Associate is $31 per hour. The location, department, and job description all have an impact on the typical compensation for Business & Estate Advisers Inc positions. The pay range and total remuneration for the job title are shown in the table below. Business & Estate Advisers Inc may pay a varying wage for a given position based on experience, talents, and education.
How accurate does $64,269 look to you?

FAQ about Salary and Jobs at Business & Estate Advisers Inc

1. How much does Business & Estate Advisers Inc pay per hour?
The average hourly pay is $31. 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 Business & Estate Advisers Inc?
According to the data, the highest approximate salary is about $71,970 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 Business & Estate Advisers Inc?
According to the data, the lowest estimated salary is about $61,857 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.