Lead Advisor Salary at North Berkeley Wealth Management BETA

How much does a North Berkeley Wealth Management Lead Advisor make?

As of December 2024, the average annual salary for a Lead Advisor at North Berkeley Wealth Management is $54,634, which translates to approximately $26 per hour. Salaries for Lead Advisor at North Berkeley Wealth Management typically range from $51,336 to $58,997, 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.

North Berkeley Wealth Management Overview

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

Since 2005, North Berkeley Wealth Management has helped clients invest in their lives through financial planning, sustainable investing, and community service.

See similar companies related to North Berkeley Wealth Management

What Skills Does a person Need at North Berkeley Wealth Management?

At North Berkeley Wealth Management, 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. 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.
  2. Problem Solving: Analyzing and identifying the root cause of problems and applying critical thinking skills to solve problems.
  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. Written Communication: Communicating information through written media to educate, inform and influence the target audience.
  5. Call center: A call centre or call center is a managed capability that can be centralised or remote that is used for receiving or transmitting a large volume of enquiries by telephone.

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Check more jobs information at North Berkeley Wealth Management

Job Title Average North Berkeley Wealth Management Salary Hourly Rate
2 Director, Client Experience $152,054 $73
3 Director, Research $219,869 $106
4 Client Experience Associate $37,036 $18
5 Director, Financial Planning $183,845 $88
6 Financial Associate & Advisor $51,757 $25
7 Operations Research Analyst $65,214 $31

Hourly Pay at North Berkeley Wealth Management

The average hourly pay at North Berkeley Wealth Management for a Lead Advisor is $26 per hour. The location, department, and job description all have an impact on the typical compensation for North Berkeley Wealth Management positions. The pay range and total remuneration for the job title are shown in the table below. North Berkeley Wealth Management may pay a varying wage for a given position based on experience, talents, and education.
How accurate does $54,634 look to you?

FAQ about Salary and Jobs at North Berkeley Wealth Management

1. How much does North Berkeley Wealth Management pay per hour?
The average hourly pay is $26. 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 North Berkeley Wealth Management?
According to the data, the highest approximate salary is about $58,997 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 North Berkeley Wealth Management?
According to the data, the lowest estimated salary is about $51,336 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.