Compensation & Rewards
Production Compensation
Your hard work deserves reward and recognition. We are proud to acknowledge and compensate our advisors for a job well done with a highly competitive compensation grid that increases with your production. And, you are not charged ticket charges or administration fees on our brokerage and fee-based accounts, making the compensation payouts to you even more attractive.
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Commissions Payout Grid
The Commissions Payout Grid shows you the Commission percentage payable at different production and experience levels. Your years of experience are calculated from the date you received your Series 7 license.
| Annual Production |
Years of Experience 5+ |
Years of Experience <5 |
| $ 1,000,000 + |
48.0% |
48.0% |
| $ 900,000 - 999,999 |
47.0% |
47.0% |
| $ 800,000 - 899,999 |
46.0% |
46.0% |
| $ 700,000 - 799,999 |
45.0% |
45.0% |
| $ 600,000 - 699,999 |
44.0% |
44.0% |
| $ 500,000 - 599,999 |
43.0% |
43.0% |
| $ 400,000 - 499,999 |
42.0% |
42.0% |
| $ 350,000 - 399,999 |
41.0% |
41.0% |
| $ 300,000 - 349,999 |
40.0% |
40.0% |
| $ 240,000 - 299,999 |
38.0% |
40.0% |
| $ 200,000 - 239,999 |
36.0% |
38.0% |
| $ 180,000 - 199,999 |
34.0% |
37.0% |
| $ 120,000 - 179,999 |
27.0% |
33.0% |
| $ 0 - 119,999 |
25.0% |
32.0% |
Production Bonus
The Production Bonus is based on your fiscal year-end production level and rewards you for achieving production of $300,000 and above, as shown below:
| Annual Production |
Bonus Percentage |
| $ 1,000,000 + |
4.0% |
| $ 600,000 - 999,999 |
3.5% |
| $ 400,000 - 599,999 |
3.0% |
| $ 350,000 - 399,999 |
2.5% |
| $ 300,000 - 349,999 |
2.0% |
| $ 0 - 299,999 |
0.0% |
Growth Bonus
The Growth Bonus is based on your production growth compared to the prior year. To be eligible, you must have a production level of at least $300,000, ($240,000 for those with less than 5 years experience). The more you grow your business, the bigger your rewards. Here’s how it works:
| Growth Bonus Payouts on Incremental Production * |
| |
Production Growth Rate |
| |
5% |
10% |
15% |
20% |
| 2 Annual Production Bands |
Growth Bonus Award |
| > $500,000 |
5% |
10% |
15% |
20% |
| $300,000 - $499,999** |
0% |
5% |
10% |
15% |
* Awards are subject to a cap of 5% of annual production.
** $240,000 minimum production for less than 5 years of experience.
Business Development Reimbursement
Business development reimbursements are available to financial advisors based on production levels of the previous fiscal year and years of experience. These reimbursements are designed to increase (with a maximum of $6,000) as your production increases. See below for more detail:
| Annual Production |
Business Development Limits |
| |
YoE 5+ |
YoE <5 |
| $ 1,000,000 + |
$6,000 |
$6,000 |
| $ 700,000 - 999,999 |
$4,000 |
$4,000 |
| $ 600,000 - 699,999 |
$3,000 |
$3,000 |
| $ 500,000 - 599,999 |
$2,500 |
$2,500 |
| $ 400,000 - 499,999 |
$1,500 |
$1,500 |
| $ 240,000 - 399,999 |
$750 |
$750 |
| $ 200,000 - 239,999 |
$0 |
$500 |
| $ 180,000 - 199,999 |
$0 |
$500 |
| $ 0 - 179,999 |
$0 |
$0 |
Note: Advisors that are placed on an enhanced recruiting compensation grid are not eligible for the described compensation program until the period has expired.
See Complete Guide
Elite Advisor Program
At H&R Block Financial Advisors, we realize that committed client and advisor relationships are essential to long-term success. Attracting and retaining the best financial advisors is important to us. That's why we make recognizing and rewarding our advisors a priority.
The program recognizes four distinct levels of achievement - Platinum, Gold, Silver, and Bronze - determined by your production.
Advisors who qualify for Elite status are rewarded with the following suite of benefits to help take their career to the next level:
- Reimbursement for client development expenses
- H&R Block long-term incentives (subject to annual board approval)
- Personalized Elite Advisor marketing support
- Elite Conference invitation
Business-Building Programs
Our sales incentive programs are offered to deepen client relationships and encourage friendly competition among our advisors. The programs provide top-performing advisors with a variety of rewards including expense-paid trips to great locations and more. We want you to succeed - throughout the campaign we provide you with sales tips, training, and other tools to help you achieve your goals.
Benefits Information
We are able to attract and retain talented individuals like you by maintaining a supportive work environment, providing career opportunities and offering a competitive total compensation package. We offer a full range of benefits, including medical, dental, life, disability, work-life, paid time off and retirement options to our employees.
