Financial Advisor Salary at Universal Financial Strategies BETA

How much does an Universal Financial Strategies Financial Advisor make?

As of December 2024, the average annual salary for a Financial Advisor at Universal Financial Strategies is $43,409, which translates to approximately $21 per hour. Salaries for Financial Advisor at Universal Financial Strategies typically range from $37,759 to $48,832, 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.

Universal Financial Strategies Overview

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

Universal Financial Strategies is an independent, locally owned, firm offering securities and Investment Advisory Services through Woodbury Financial Services, Inc. Mike Puls, James Predoehl, and Doug Thompson are Financial Advisors and owners of the company. Together with Jeff Koolen, Certified Financial Planner™, the partners offer wealth management plans designed to help you reach your retirement goals*. The core aspects of each individualized client plan include expanding wealth, producing reliable income during retirement, and passing wealth to heirs or charitable interests. Universal Financial Strategies also offers life insurance, long term care insurance, and fixed annuities as an independent insurance agency. As Financial Advisors, Mike, James, Doug, and Jeff serve clients as fiduciaries or "Investment Advisor Representatives" under Woodbury Financial Services, Inc., Registered Investment Advisor. People like you, who have retired or are about to retire, commonly ask these questions of our Financial Advisors as they begin the process of creating a wealth management plan for their retirement years: How much money do I need to retire? Can I avoid losing money in my investment portfolio? What will happen to my nest egg during retirement? Can I take a comfortable retirement income without going broke? What will inflation do to my retirement income? The economy is horrible, should I postpone retirement? What if the next ten years are like 2000-2010? Whether you are retired or thinking about retiring soon, the Financial Advisors who own Universal Financial Strategies will provide you: A real wealth management plan tailored to your wants and needs. A plan to provide predictable retirement income you cannot outlive. Principal protection and growth strategies. Risk based portfolio models, rebalanced annually, with ongoing monitoring by third-party research firms like Ibbotson and Morningstar. Gifting, 529 plans, and other wealth transfer strategies. Life, health, and long-term care insurance reviews. When you ...

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What Skills Does a person Need at Universal Financial Strategies?

At Universal Financial Strategies, 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. Insurance Sales: Insurance sales involves selling various types of insurance to customers, including home, life, health and auto insurance. Primary goal is to get information about clients' needs and match them with insurance policies they offer.
  2. 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.
  3. Sales Presentation: Delivery of a focused talk highlighting the advantages of a product or service intended to interest and persuade someone to purchase that product.
  4. Networking: Ability to maintain, build and expand a personal and business contact list to grow one's career and business opportunities.
  5. Career Development: Refers to the process an individual may undergo to evolve their occupational status. It is the process of making decisions for long term learning, to align personal needs of physical or psychological fulfillment with career advancement opportunities.

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Check more jobs information at Universal Financial Strategies

Job Title Average Universal Financial Strategies Salary Hourly Rate
2 Financial Paraplanner $35,202 $17
3 Sales Director $154,691 $74

Hourly Pay at Universal Financial Strategies

The average hourly pay at Universal Financial Strategies for a Financial Advisor is $21 per hour. The location, department, and job description all have an impact on the typical compensation for Universal Financial Strategies positions. The pay range and total remuneration for the job title are shown in the table below. Universal Financial Strategies may pay a varying wage for a given position based on experience, talents, and education.
How accurate does $43,409 look to you?

FAQ about Salary and Jobs at Universal Financial Strategies

1. How much does Universal Financial Strategies pay per hour?
The average hourly pay is $21. 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 Universal Financial Strategies?
According to the data, the highest approximate salary is about $48,832 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 Universal Financial Strategies?
According to the data, the lowest estimated salary is about $37,759 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.