Financial Planning Associate Salary at Legacy Solutions Inc BETA

How much does a Legacy Solutions Inc Financial Planning Associate make?

As of December 2024, the average annual salary for a Financial Planning Associate at Legacy Solutions Inc is $63,973, which translates to approximately $31 per hour. Salaries for Financial Planning Associate at Legacy Solutions Inc typically range from $61,575 to $71,648, 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.

Legacy Solutions Inc Overview

Website:
legacysolutions.org
Size:
<25 Employees
Revenue:
<$5M
Industry:
Financial Services

Legacy Solutions, Inc. is a financial planning firm which specializes in wealth management, estate planning, executive benefits and retirement plans. We are a process oriented organization which focuses on building and maintaining relationships with our clientele as opposed to the transactional behavior one might observe in the retail environment. Our clients are our highest priority. Although it is essential that we formulate the most effective strategies for our clients, it is equally important that they fully come to understand why such a strategy is most appropriate for them. This can only be achieved on a consistent basis through a firm which remains focused on the relationship in order to not only develop a most appropriate plan but also to assure exceptional execution...the Legacy Solution. **Advisory Services offered through Capital Analysts or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker/Dealer, Member FINRA/SIPC. www.lincolninvestment.com Legacy Solutions, Inc. and the above firms are independent and non-affiliated. This profile is not a solicitation of services. The profile should not be considered an offer or solicitation to buy or sell securities, nor shall any such security be offered or sold to any person in any jurisdiction in which such an offer, solicitation, purchase or sale would be unlawful. Interactive and static content provided by third parties are not prepared by the firm, endorsed by the firm, nor verified by the firm. Such content should not be used to make an investment decision.**

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What Skills Does a person Need at Legacy Solutions Inc?

At Legacy Solutions 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 Legacy Solutions Inc

Job Title Average Legacy Solutions Inc Salary Hourly Rate
2 Vice President, Marketing $243,010 $117
3 Administrative Assistant $45,704 $22
4 Business Development Manager $117,321 $56
5 General Manager $126,814 $61
6 President $724,324 $348
7 Recruiter $64,736 $31

Hourly Pay at Legacy Solutions Inc

The average hourly pay at Legacy Solutions 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 Legacy Solutions Inc positions. The pay range and total remuneration for the job title are shown in the table below. Legacy Solutions Inc may pay a varying wage for a given position based on experience, talents, and education.
How accurate does $63,973 look to you?

FAQ about Salary and Jobs at Legacy Solutions Inc

1. How much does Legacy Solutions 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 Legacy Solutions Inc?
According to the data, the highest approximate salary is about $71,648 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 Legacy Solutions Inc?
According to the data, the lowest estimated salary is about $61,575 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.