Assistant Planner Salary at Burt Wealth Advisors BETA

How much does a Burt Wealth Advisors Assistant Planner make?

As of December 2024, the average annual salary for an Assistant Planner at Burt Wealth Advisors is $63,037, which translates to approximately $30 per hour. Salaries for Assistant Planner at Burt Wealth Advisors typically range from $52,873 to $72,443, 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.

Burt Wealth Advisors Overview

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

For more than 25 years, Burt Wealth Advisors has served as a trusted partner of high net worth individuals and families wishing to protect and grow their assets. We pride ourselves on our individualized approach to asset management as well as our commitment to putting our clients' interests first and foremost. We take an objective and proactive approach, bringing proven expertise to bear on every aspect of a client's wealth from accumulation and growth through preservation and distribution. Since our founding in 1985 by Dr. Marvin Burt, the firm has been managing money for individuals, families, trusts, and corporations. It currently manages over $500 million in assets as of March 31, 2014. Fred Cornelius, CFA, CFP, our current president and CEO, joined the firm in 1991. Our other lead advisors, Maria Cornelius, Todd Growney, and Larry Attanasio, are all CFPs with between 15 and 25 years of experience in the financial industry.

See similar companies related to Burt Wealth Advisors

What Skills Does a person Need at Burt Wealth Advisors?

At Burt Wealth Advisors, 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. Project Management: Project management is the application of processes, methods, skills, knowledge and experience to achieve specific project objectives according to the project acceptance criteria within agreed parameters. Project management has final deliverables that are constrained to a finite timescale and budget.
  4. Scheduling: Scheduling is the process of arranging, controlling and optimizing work and workloads in a production process or manufacturing process.
  5. Presentation: Presentation conveys information from a speaker to an audience. Presentations are typically demonstrations, introduction, lecture, or speech meant to inform, persuade, inspire, motivate, build goodwill, or present a new idea/product.

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Check more jobs information at Burt Wealth Advisors

Job Title Average Burt Wealth Advisors Salary Hourly Rate
2 Administrative Assistant $48,949 $24
3 Director, Client Services $187,742 $90
4 Financial Advisor $51,560 $25
5 Financial Associate & Planner $101,296 $49
6 Manager, Operations $106,753 $51
7 President & Chief Executive Officer $775,764 $373
8 Account Manager $74,183 $36
9 Research Analyst $59,940 $29

Hourly Pay at Burt Wealth Advisors

The average hourly pay at Burt Wealth Advisors for an Assistant Planner is $30 per hour. The location, department, and job description all have an impact on the typical compensation for Burt Wealth Advisors positions. The pay range and total remuneration for the job title are shown in the table below. Burt Wealth Advisors may pay a varying wage for a given position based on experience, talents, and education.
How accurate does $63,037 look to you?

FAQ about Salary and Jobs at Burt Wealth Advisors

1. How much does Burt Wealth Advisors pay per hour?
The average hourly pay is $30. 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 Burt Wealth Advisors?
According to the data, the highest approximate salary is about $72,443 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 Burt Wealth Advisors?
According to the data, the lowest estimated salary is about $52,873 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.