Financial Consultant Salary at Wealth Management Strategies BETA
How much does a Wealth Management Strategies Financial Consultant make?
As of March 2025, the average annual salary for a Financial Consultant at Wealth Management Strategies is $122,679, which translates to approximately $59 per hour. Salaries for Financial Consultant at Wealth Management Strategies typically range from $115,750 to $129,833, 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.
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What Skills Does a person Need at Wealth Management Strategies?
At Wealth Management 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.
- Accounting: Creating financial statements and reports based on the summary of financial and business transactions.
- Analysis: Analysis is the process of considering something carefully or using statistical methods in order to understand it or explain it.
- 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.
- Corporate Finance: Corporate finance is an area of finance that deals with sources of funding, the capital structure of corporations, the actions that managers take to increase the value of the firm to the shareholders, and the tools and analysis used to allocate financial resources. The primary goal of corporate finance is to maximize or increase shareholder value. Although it is in principle different from managerial finance which studies the financial management of all firms, rather than corporations alone, the main concepts in the study of corporate finance are applicable to the financial problems of all kinds of firms. Correspondingly, corporate finance comprises two main sub-disciplines.[citation needed]Capital budgeting is concerned with the setting of criteria about which value-adding projects should receive investment funding, and whether to finance that investment with equity or debt capital. Working capital management is the management of the company's monetary funds that deal with the short-term operating balance of current assets and current liabilities; the focus here is on managing cash, inventories, and short-term borrowing and lending (such as the terms on credit extended to customers).
- 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.
Related Jobs
Check more jobs information at Wealth Management Strategies
| Job Title | Average Wealth Management Strategies Salary | Hourly Rate | |
|---|---|---|---|
| 2 | Estate Planner | $97,422 | $47 |
| 3 | Vice President, Programs | $137,003 | $66 |
| 4 | Client Services | $39,056 | $19 |
| 5 | Principal | $106,817 | $51 |
Hourly Pay at Wealth Management Strategies
FAQ about Salary and Jobs at Wealth Management Strategies
The average hourly pay is $59. The salary for each employee depends on several factors, including the level of experience, work performance, certifications and skills.
According to the data, the highest approximate salary is about $129,833 per year. Salaries are usually determined by comparing other employees’ salaries in similar positions in the same region and industry.
According to the data, the lowest estimated salary is about $115,750 per year. Pay levels are mainly influenced by market forces, supply and demand, and social structures.
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.