Associate Financial Planner Salary

A large fraction of take-home pay for Associate Financial Planners comes from commissions — more than two-fifths on average, in fact. The median overall income in this field is approximately $47K. Total cash compensation to Associate Financial Planners approaches anywhere from $34K on the lower end to $69K on the higher end; in exceptional cases, this can include more than $8K from bonuses and upwards of $8K from profit sharing. Residence and tenure each impact pay for this group, with the former having the largest influence. Male Associate Financial Planners who responded to the survey are more common than women; more than half (63 percent) are men. Health benefits are not claimed by all — approximately one in four lack any form of coverage — but the greater part have medical insurance, and nearly one-half have dental, too. For the most part, Associate Financial Planners enjoy their work and report high levels of job satisfaction. The data for this synopsis comes from respondents who took the PayScale salary survey.

$32,664 - $64,687
(Median)
$33K
$44K
$65K
MEDIAN: $44,265
10%
50%
90%

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$10.93 - $26.17
(Median)
$11
$19
$26
MEDIAN: $19.00
10%
50%
90%

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National Salary Data (?
XAll compensation data shown are gross, national 10th to 90th percentile ranges. Pay can vary greatly by location. To view local data, take the PayScale survey.
)
$0$23K$46K$69K
Salary
$32,664 - $64,687  
   
Bonus
$100.67 - $7,982  
Profit Sharing
$496.65 - $7,550  
Commission
$25.00 - $20,226  
Total Pay (?
XTotal Pay combines base annual salary or hourly wage, bonuses, profit sharing, tips, commissions, overtime pay and other forms of cash earnings, as applicable for this job. It does not include equity (stock) compensation, cash value of retirement benefits, or the value of other non-cash benefits (e.g. healthcare).
)
$33,785 - $68,752  
Country: United States | Currency: USD | Updated: 2 Jul 2015 | Individuals Reporting: 207
National Hourly Rate Data (?
XAll compensation data shown are gross, national 10th to 90th percentile ranges. Pay can vary greatly by location. To view local data, take the PayScale survey.
)
$0$12$24$36
Hourly Rate
$10.93 - $26.17  
   
Overtime
$11.19 - $30.95  
National Annualized Data (?
XAll compensation data shown are gross, national 10th to 90th percentile ranges. Pay can vary greatly by location. To view local data, take the PayScale survey.
)
$0$24K$48K$72K
Bonus
$100.67 - $7,982  
   
Commission
$25.00 - $20,226  
Profit Sharing
$496.65 - $7,550  
Total Pay (?
XTotal Pay combines base annual salary or hourly wage, bonuses, profit sharing, tips, commissions, overtime pay and other forms of cash earnings, as applicable for this job. It does not include equity (stock) compensation, cash value of retirement benefits, or the value of other non-cash benefits (e.g. healthcare).
)
$33,785 - $68,752  
Country: United States | Currency: USD | Updated: 2 Jul 2015 | Individuals Reporting: 18
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Job Description for Associate Financial Planner

  • Create and maintain client files.
  • Schedule appointments and assist clients with paperwork.
  • Assist financial planners and clients with the implementation of financial plans.
  • Work with bank personnel to increase sales through referrals.

Associate Financial Planner Job Listings

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Popular Skills for Associate Financial Planner


Overall, survey participants reported applying a fair number of skills to their work. Most notably, skills in Financial Advisor, Microsoft Excel, Financial Applications, and Microsoft Word are correlated to pay that is above average. For most people, competency in Financial Applications indicates knowledge of Microsoft Office and Financial Analysis.

Pay Difference by Location


For those looking to make money, Associate Financial Planners in New York enjoy an exceptional pay rate, 58 percent above the national average. Associate Financial Planners will also find cushy salaries in Atlanta (+10 percent).

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Experience Affects Associate Financial Planner Salaries


Experienced
up arrow 14%

National Average
$47,000


Skills That Affect Associate Financial Planner Salaries

Financial Advisor
up arrow 17%

Microsoft Excel
up arrow 3%

Financial Applications
up arrow 2%

Microsoft Word
up arrow 2%

Microsoft Office
up arrow 1%

Financial Analysis
0%

National Average
$47,000

Job Satisfaction

Extremely satisfied
Rated 5 out of 5
based on 25 votes.

Gender

Female
37 %
Male
63 %

Years of Experience

Less than 1 year
11%
1-4 years
68%
5-9 years
15%
10-19 years
5%
20 years or more
1%

Common Health Benefits

medical benefits Medical: 70% dental benefits Dental: 48%
vision benefits Vision: 34% employee benefits None: 27%
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