Competitors:
Accounting
Accounting
Financial Planning offers financial advisors with news and analysis on investments, client relationships, and business management. read more
Financial Planning Company Culture
Financial Planning Culture
This score is derived from employee ratings & reviews4.2/5
Financial Planning's Overall Culture is rated B+
Top Rated Culture Dimensions
CEO Rating
A+Compensation
A+Executive Team
A+eNPS
A+Retention
A-Financial Planning CEO
Top 5%Top 5% of Similar Size Companies on Comparably
83 /100
See More
Diversity at Financial Planning
N/A
Share Your Opinion
Anonymously Rate Your Experience & Make Work BetterWomen at Financial Planning
N/A
Share Your Opinion
Anonymously Rate Your Experience & Make Work BetterFinancial Planning eNPS
Net Promoter Score tracks your employees' overall score to this question: "On a scale from 0-10, how likely are you to recommend working at your company to a friend?"Top 5%Top 5% of Similar Size Companies on Comparably
Recommend to a Friend?
75
Financial Planning employees are 75% more likely to recommend Financial Planning as a great place to work
| 75% | Promoters |
|---|---|
| 25% | Passives |
| 0% | Detractors |
Working at Financial Planning
Working at Financial Planning is rated highly by 4 employees, across various culture dimensions. Financial Planning employees are most satisfied about CEO Rating, Compensation, and Executive Team categories, putting Financial Planning’s culture in the Top 20% compared to similar sized companies on Comparably and in the Top 30% compared to other companies in New York. See below in detail how working at Financial Planning was rated by employees.
Overall Company Culture at Financial Planning
B+
Overall Company Culture at Financial Planning is rated B+
Last updated months ago
Top
20%
Financial Planning ranks in the Top 20% of other companies on Comparably with 501-1,000 Employees for Overall Company Culture Score
Share Your Opinion
Anonymously Rate Your Experience & Make Work BetterFinancial Planning Employee Reviews
Out of 3 Financial Planning employee reviews, 100% were positive.
| Positive Reviews | 100% |
|---|---|
| Constructive Feedback | 0% |
Positive Reviews From Financial Planning Employees
- What is the best part about your compensation package?Compensation bonus and profit sharing
- What do you like best about the leadership team?They have lots of experience and have open minds
Financial Planning Company Information
Financial Planning Company Overview
Financial Planning offers financial advisors with news and analysis on investments, client relationships, and business management.
Financial Planning Mission, Vision & Values
Financial Planning Mission & Values
Core Values and Vision Integrity - your best interest is the single criteria we use to create strategies and solutions. Excellence – it is the standard we set for ourselves, and one we expect you to set for us. Partnership - our interests will always be aligned. ... Relationship – we strive to know our clients' aspirations, fears and life goals. More items...
| Headquarter | One State Street Plaza, 27th Floor New York City, NY United States of America |
|---|---|
| Website | www.financial-planning.com/ |
| Founding Date | 1971 |
| Tel | (212) 803-8200 |
Financial Planning Competitors
Financial Planning competitors include Accounting. Financial Planning ranks 1st in Overall Culture Score on Comparably vs its competitors. See below how Financial Planning compares to its competitors with CEO Rankings, Product & Services, NPS, Pricing, Customer Services, Overall Culture Score, eNPS, Gender and Diversity Scores.
Financial Planning Employees
4 employees at Financial Planning have reviewed Financial Planning across various culture dimensions, providing their opinions on items ranging from executive ratings to the pace at work. The latest review was months ago.
Overall, the 4 Financial Planning employees give their leadership a grade of B, or Top 25% of similar size companies on Comparably. This includes specific ratings of their executive team, CEO, and manager.
Employees at Financial Planning are extremely happy with their total compensation at Financial Planning, which includes a combination of pay, stock and equity, and benefits.
Overall, employees at Financial Planning are pleased with their team. 4 Participants grade the quality of their coworkers a B. Less than half believe the meetings at Financial Planning are effective, and the majority look forward to interacting with their coworkers.
The majority of employees at Financial Planning believe the environment at Financial Planning is positive. Most Participants believe the pace of work at Financial Planning is moderate. About 50% of the employees at Financial Planning work 8 hours or less, while 25% of them have an extremely long day - longer than twelve hours.
Overall, the employees at Financial Planning are happy, based on their aggregated ratings of future outlook, customer perception, and their excitement going to work.
Joining Financial Planning - Employee Onboarding
The prevailing opinion from Comparably users in New York about their company is that it was very prepared on their first day. New York employees concluded that their overall onboarding experience was positive. 74% said their direct manager was helpful with their acclimation during the first 90 days. First impressions are important, and how prepared a company is on your first day leaves a lasting impression.
Financial Planning KPIs and OKRs
At this moment no Financial Planning employees have provided insight into whether or not they clearly understand Financial Planning's KPIs and OKRs.
Are your company's goals clear, and are you invested in them?
Are the KPIs/OKRs for your department clear?
Financial Planning CEO & Leadership
Financial Planning CEO
83 /100
Under ’s leadership, Financial Planning employee respondents are most happy about their Compensation and the company’s Executive Team. Meetings and Environment are two areas, according to respondents, where Financial Planning could stand to see real improvement.
Financial Planning Leadership
The Financial Planning Executive Team is rated an “A+”
Ron Zwerin Chief Marketing Officer
Ron Zwerin serves as the Chief Marketing Officer of Financial Planning.
Financial Planning Salaries
How much does Financial Planning pay?
How much do people at Financial Planning get paid? See the latest salaries by department and job title. The average estimated annual salary, including base and bonus, at Financial Planning is $113,161, or $54 per hour, while the estimated median salary is $110,562, or $53 per hour.
At Financial Planning, the highest paid job is a Director of Operations at $258,789 annually and the lowest is a Community Manager at $51,120 annually. Average Financial Planning salaries by department include: Product at $149,025, Customer Support at $104,888, Operations at $123,721, and HR at $111,308. Half of Financial Planning salaries are above $110,562.
4 employees at Financial Planning rank their Compensation in the Top 5% of similar sized companies in the US (based on 12 ratings) while 4 employees at Financial Planning rank their Perks And Benefits in the Top 30% of similar sized companies in the US (based on 6 ratings).
Last updated months ago.
| Summary | Salary Range | Percentile |
|---|---|---|
1st Percentile $67k | $67k | 1st Percentile |
17th Percentile $85k | $85k | 17th Percentile |
33rd Percentile $110k | $110k | 33rd Percentile |
50th Percentile $168k | $168k | 50th Percentile |
67th Percentile $233k | $233k | 67th Percentile |
83rd Percentile $271k | $271k | 83rd Percentile |
100th Percentile $296k | $296k | 100th Percentile |
$113,161*
Average Compensation
$110,562*
Median Compensation
* Estimated salaries Estimated salaries are based on data provided anonymously by employees and/or estimated by other statistical methods.
Financial Planning Salaries by Department
Diversity & Inclusion at Financial Planning
The Diversity score provides insights into how diverse employees feel and rate their work experience at Financial Planning across various culture dimensions.
Ranked Culture the Highest
Ranked Culture the Lowest
Financial Planning Perks & Benefits
Health & Wellness
- Health Insurance
Paid Time Off
- PTO / Vacation Policy
Financial Planning PTO
Financial Planning's PTO and Vacation policy typically gives 10-15 days off a year.
Other than healthcare, which of the following benefits is most important to you?
Does your boss expect you to work when you're on vacation?
What do you estimate the cash value of your benefits to be? Healthcare, PTO, etc?
Financial Planning Careers
Financial Planning Jobs
No Recent Jobs found for Financial Planning on Comparably
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Let Financial Planning Know You Want To Work There
Overview of Candidates Interested in Financial Planning on Comparably
Candidates By Department
Admin | 100% |
|---|
Candidates By Location
Vero Beach | 50% | |
|---|---|---|
Worcester | 50% |
Frequently Asked Questions regarding Financial Planning
What is Financial Planning address?
Financial Planning location is at One State Street Plaza, 27th Floor
What is Financial Planning eNPS?
The eNPS for Financial Planning is 75
What is the salary for Desktop Support in Financial Planning?
Desktop Support average salary in the US is 59k
What are the salaries in the Finance in Financial Planning?
The average salaries for Finance in Financial Planning is 87k
Who are Financial Planning competitors?
Financial Planning main competitors are Accounting
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