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Investment Planning Counsel information

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$33.5K

$139.4K

$234.5K

How much do investment planning counsel jobs pay per year?

As of Aug 23, 2026, the average yearly pay for investment planning counsel in the United States is $139,438.00, according to ZipRecruiter salary data. Most workers in this role earn between $84,000.00 and $197,500.00 per year, depending on experience, location, and employer.

What is an investment planning counsel?

An Investment Planning Counsel is a financial professional or firm that provides advice and guidance on investments, retirement planning, and wealth management. They help clients create personalized investment strategies based on their financial goals, risk tolerance, and time horizon. These counselors may also assist with portfolio diversification, tax planning, and regular portfolio reviews to ensure clients stay on track with their financial objectives.

What are the key skills and qualifications needed to thrive as an investment planning counsel, and why are they important?

To thrive as an Investment Planning Counsel, you need a solid background in finance, investment strategies, and client relationship management, often supported by certifications such as CFP or CFA. Familiarity with financial planning software, portfolio management systems, and compliance tools is typically required. Exceptional interpersonal skills, analytical thinking, and ethical judgment help you build trust and provide tailored advice to clients. These competencies are crucial for delivering effective investment solutions and fostering long-term client relationships.

What are some common challenges faced by investment planning counsel when working with clients, and how can they be addressed?

Investment Planning Counselors often encounter challenges such as managing clients' emotional responses to market volatility and aligning diverse financial goals with realistic investment strategies. Building strong communication skills and maintaining up-to-date market knowledge are essential to help clients stay focused on their long-term objectives. Regularly reviewing portfolios and providing clear, transparent updates can foster trust and help clients navigate uncertain times. Additionally, collaborating closely with other financial professionals, such as tax advisors and estate planners, ensures clients receive comprehensive advice tailored to their unique situations.

What is the difference between Investment Planning Counsel vs Financial Advisor?

AspectInvestment Planning CounselFinancial Advisor
CredentialsTypically holds certifications like CFP, CFA, or similarOften holds CFP, CFA, or similar certifications
Work EnvironmentWorks in financial firms, banks, or independent practices focusing on investment strategiesWorks in banks, advisory firms, or independently providing comprehensive financial advice
Employer & Industry UsageCommonly employed by investment firms and financial planning companiesUsed across banking, wealth management, and independent advisory practices

Investment Planning Counsel and Financial Advisor roles share similar credentials and work environments, focusing on investment strategies and financial planning. While both provide investment advice, Investment Planning Counsel often emphasizes a more specialized investment planning approach within firms, whereas Financial Advisors may offer broader financial services including estate and tax planning.

More about Investment Planning Counsel jobs

What job categories do people searching Investment Planning Counsel jobs look for?

The top searched job categories for Investment Planning Counsel jobs are:

Investment Planning Counsel jobs near you
Infographic showing various Investment Planning Counsel job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 86% Full Time, 10% Part Time, and 3% Contract. Highlights an 89% Physical, 4% Hybrid, and 7% Remote job distribution, with an average salary of $139,438 per year, or $67 per hour.

Group Director - Investment Counselor

Flagstar Bank

New York, NY • On-site

$214K - $347K/yr

Full-time

Medical, Dental, Vision, Life

Re-posted 5 days ago

Flagstar Bank rating

8.1

Company rating: 8.1 out of 10

Based on 52 frontline employees who took The Breakroom Quiz

65th of 171 rated banks

Job description

Position Title

Group Director - Investment Counselor

Location

New York, NY 10018

Job Summary

This Group Director - Investment Counselor role is responsible for delivering comprehensive, goals-based financial planning for high-net-worth and ultra- high-net-worth clients. In this role, the Investment Counselor will be operating in a consultative role and partners closely with portfolio management, insurance, tax, and banking teams.

Job Responsibilities:

Strategic Partnership

  • Work with Private Banking team to develop and maintain comprehensive financial plans (insurance, retirement, estate, tax strategy, risk management, philanthropy)
  • Translate complex financial concepts into clear, actionable guidance for clients
  • Serve as investment planning resource for private banking teams
  • Review and interpret investment strategy in coordination with portfolio managers (not product sales)

Product & Service Innovation

  • Monitor and update plans based on life events, regulatory changes, and market conditions
  • Support client acquisition and retention through planning expertise
  • Contribute to planning standards, tools, and best practices across the division

Performance Monitoring

  • Track and analyze business performance metrics, ensuring delivery of growth targets and identifying areas for improvement.
  • Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals-based planning approach

Risk Management and Compliance

  • Strictly adhere to all risk and control policies, regulatory guidelines and security measures

ADDITIONAL ACCOUNTABILITIES

  • Performs special projects, and additional duties and responsibilities as required.
  • Consistently adheres to regulatory and compliance policies and standards linked to the job as listed and complete required compliance trainings. Accountable to maintain compliance with applicable federal, state and local laws and regulations.

JOB REQUIREMENTS

Required Qualifications:

  • Education level required: Undergraduate Degree (4 years or equivalent)
  • Minimum experience required: 10+ Years
  • Series 7, 66 licenses required for position

Preferred Qualifications:

  • Education level preferred: Undergraduate Degree (4 years or equivalent) with a major in Finance or Business
  • Fifteen plus years of work experience in Private Banking or Financial Services
  • Bachelor's Degree required
  • Proven sales success and strong business acumen
  • Strong community presence with an established network
  • Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
  • Focuses on the client experience and works tirelessly on the client's behalf

Job Competencies:

  • Physical demands (ADA): No unusual physical exertion is involved.
  • Proactive, takes initiative, and uses critical thinking to solve problems
  • MBA, JD, CFA, or CFP preferred
  • Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
  • Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business
  • Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate

Please note our systems default to post national pay ranges. If this role is filled in New York, NY the realistic base pay would range from $214,587 - $347,956 /annually, plus participation in generous annual bonus plans

Flagstar is an Equal Opportunity Employer

We are committed to providing clear andaccuratecompensation informationin accordance withapplicable laws. Actual starting base pay will bedeterminedbased on location, experience, and other non-discriminatory factorspermittedby law. Total compensation may also include variable incentives, bonuses, commissions, or other awards as outlined in the offer of employment. Flagstar providesteammatesaccess to a variety of benefits including medical, dental, vision, life, and disability insurance, as well as a comprehensive leave program. Please click the following link for detailed information:Benefits | Flagstar Bank

Pay Range

$139,948.50 - $302,571.00

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