Portfolio Analyst Salary at Stonebridge Financial Group Llc BETA

How much does a Stonebridge Financial Group Llc Portfolio Analyst make?

As of April 2025, the average annual salary for a Portfolio Analyst at Stonebridge Financial Group Llc is $77,124, which translates to approximately $37 per hour. Salaries for Portfolio Analyst at Stonebridge Financial Group Llc typically range from $66,269 to $90,552, 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.

Stonebridge Financial Group LLC Overview

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

Stonebridge Financial Planning Group, LLC® is a passionate team of professionals who are committed to helping our clients experience the lifestyle outcomes they desire. While we specialize in working with women and their families, our service offerings extend to clients from all walks of life. Whether you're a new widow, considering or are newly divorced, a new family, sending kids to college, preparing for retirement, we will be able to develop a financial plan for your unique requirements.

See similar companies related to Stonebridge Financial Group Llc

What Skills Does a person Need at Stonebridge Financial Group Llc?

At Stonebridge Financial Group 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. 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.
  2. Analysis: Analysis is the process of considering something carefully or using statistical methods in order to understand it or explain it.
  3. 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.
  4. Integrity: Is about having strong principles and values, which you demonstrate through your conduct in the work environment. A common integrity definition states that people with integrity do the right thing even when nobody is watching.
  5. Wealth Management: Wealth management is an investment-advisory discipline which incorporates financial planning, investment portfolio management and a number of aggregated financial services offered by a complex mix of asset managers, custodial banks, retail banks, financial planners and others. There is no equivalent of a stock exchange to consolidate the allocation of investments and promulgate fund pricing and as such it is considered a fragmented and decentralised industry. High-net-worth individuals (HNWIs), small-business owners and families who desire the assistance of a credentialed financial advisory specialist call upon wealth managers to coordinate retail banking, estate planning, legal resources, tax professionals and investment management. Wealth managers can have backgrounds as independent Chartered Financial Consultants, Certified Financial Planners or Chartered Financial Analysts (in the United States), Certified International Investment Analysts, Chartered Strategic Wealth Professionals (in Canada), Chartered Financial Planners (in the UK), or any credentialed (such as MBA) professional money managers who work to enhance the income, growth and tax-favored treatment of long-term investors.

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Check more jobs information at Stonebridge Financial Group Llc

Job Title Average Stonebridge Financial Group Llc Salary Hourly Rate
2 Administrative Assistant $41,345 $20
3 Associate Advisor $91,367 $44
4 Practice Manager $110,592 $53
5 Client Service Associate $47,916 $23
6 Managing Director $655,247 $315
7 Senior Client Service Associate $48,423 $23

Hourly Pay at Stonebridge Financial Group Llc

The average hourly pay at Stonebridge Financial Group Llc for a Portfolio Analyst is $37 per hour. The location, department, and job description all have an impact on the typical compensation for Stonebridge Financial Group Llc positions. The pay range and total remuneration for the job title are shown in the table below. Stonebridge Financial Group Llc may pay a varying wage for a given position based on experience, talents, and education.
How accurate does $77,124 look to you?

FAQ about Salary and Jobs at Stonebridge Financial Group Llc

1. How much does Stonebridge Financial Group Llc pay per hour?
The average hourly pay is $37. 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 Stonebridge Financial Group Llc?
According to the data, the highest approximate salary is about $90,552 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 Stonebridge Financial Group Llc?
According to the data, the lowest estimated salary is about $66,269 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.