Senior Financial Planner Salary at Wealth Alliance Llc BETA

How much does a Wealth Alliance Llc Senior Financial Planner make?

As of March 2025, the average annual salary for a Senior Financial Planner at Wealth Alliance Llc is $69,389, which translates to approximately $33 per hour. Salaries for Senior Financial Planner at Wealth Alliance Llc typically range from $63,371 to $76,116, 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.

Wealth Alliance LLC Overview

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

Headquartered near Del Mar, California, Wealth Alliance provides fee and commission based wealth management and planning services tailored to your needs. We operate dually as our own Registered Investment Advisor (RIA) and through Independent Financial Groups Broker Dealer. We value the flexibility of dual registration, as the independence it affords us and our clients increases flexibility, supports transparency and prudence in ensuring that we base our investment decisions on meeting our clients financial goals. Once you are accepted as a member of our client family we take pride in the opportunity to provide you with an unparalleled service experience and a lifetime relationship with a financial team that is truly your ally in wealth. Headquartered near Del Mar, California, Wealth Alliance provides fee and commission based wealth management and planning services tailored to your needs. We operate dually as our own Registered Investment Advisor (RIA) and through Independent Financial Groups Broker Dealer. Advisory services offered through Wealth Alliance, LLC, a CA Registered Investment Advisor. Securities offered through Independent Financial Group, LLC (IFG), a registered broker-dealer and investment advisor. Licensed to sell securities and offer advisory services in the following states: CA, AZ, CO, NV, NH, OR, TX, WA. Member FINRA / SIPC . Wealth Alliance and IFG are not affiliated entities. OSJ Branch 12671 High Bluff Drive Suite 200 San Diego, CA 92130. The information provided herein has been obtained from sources believed to be reliable however we cannot guarantee or represent that it is accurate, complete or current. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed an endorsement. When you link to a third party website you are leaving our site and assume total responsibility for your use or activity on the third party sites.

See similar companies related to Wealth Alliance Llc

What Skills Does a person Need at Wealth Alliance Llc?

At Wealth Alliance 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. Analysis: Analysis is the process of considering something carefully or using statistical methods in order to understand it or explain it.
  2. Accounting: Creating financial statements and reports based on the summary of financial and business transactions.
  3. 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.
  4. Financial Analysis: Financial statement analysis (or financial analysis) is the process of reviewing and analyzing a company's financial statements to make better economic decisions to earn income in future. These statements include the income statement, balance sheet, statement of cash flows, notes to accounts and a statement of changes in equity (if applicable). Financial statement analysis is a method or process involving specific techniques for evaluating risks, performance, financial health, and future prospects of an organization. It is used by a variety of stakeholders, such as credit and equity investors, the government, the public, and decision-makers within the organization. These stakeholders have different interests and apply a variety of different techniques to meet their needs. For example, equity investors are interested in the long-term earnings power of the organization and perhaps the sustainability and growth of dividend payments. Creditors want to ensure the interest and principal is paid on the organizations debt securities (e.g., bonds) when due.
  5. Leadership: Knowledge of and ability to employ effective strategies that motivate and guide other members within our business to achieve optimum results.

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Check more jobs information at Wealth Alliance Llc

Job Title Average Wealth Alliance Llc Salary Hourly Rate
2 Financial Analyst $57,652 $28
3 Assistant Controller $145,622 $70
4 Consultant $99,752 $48
5 Portfolio Manager $102,810 $49

Hourly Pay at Wealth Alliance Llc

The average hourly pay at Wealth Alliance Llc for a Senior Financial Planner is $33 per hour. The location, department, and job description all have an impact on the typical compensation for Wealth Alliance Llc positions. The pay range and total remuneration for the job title are shown in the table below. Wealth Alliance Llc may pay a varying wage for a given position based on experience, talents, and education.
How accurate does $69,389 look to you?

FAQ about Salary and Jobs at Wealth Alliance Llc

1. How much does Wealth Alliance Llc pay per hour?
The average hourly pay is $33. 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 Wealth Alliance Llc?
According to the data, the highest approximate salary is about $76,116 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 Wealth Alliance Llc?
According to the data, the lowest estimated salary is about $63,371 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.