Associate Financial Planner Salary

Commissions form a big slice (more than two-fifths) of total compensation for Associate Financial Planners. The median income in this area hovers around $46K. Including potential for bonuses and profit sharing — peaking near $8K and $7K, respectively — total cash payment to Associate Financial Planners can bottom out near $34K or peak near $68K depending on individual performance. Geography and experience level each impact pay for this group, with the former having the largest influence. Job satisfaction for Associate Financial Planners is high. Associate Financial Planners who participated in the survey are largely men, dominating at 63 percent. Unfortunately, some people in this line of work are without benefits — one-fourth lack coverage. On the flip side, a fair number have medical insurance and around half receive dental plans.

$33,024 - $63,871
(Median)
$33K
$44K
$64K
MEDIAN: $43,719
10%
50%
90%

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$11.15 - $25.64
(Median)
$11
$18
$26
MEDIAN: $17.00
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
$33,024 - $63,871  
   
Bonus
$100.67 - $7,982  
Profit Sharing
$-0.49 - $7,272  
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).
)
$33,540 - $68,051  
Country: United States | Currency: USD | Updated: 31 Mar 2015 | Individuals Reporting: 204
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
$11.15 - $25.64  
   
Overtime
$0.00 - $31.97  
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
$-0.49 - $7,272  
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).
)
$33,540 - $68,051  
Country: United States | Currency: USD | Updated: 31 Mar 2015 | Individuals Reporting: 21

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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


Associate Financial Planners generally report applying a varied skill set to their work. Most notably, skills in Microsoft Excel, Microsoft Word, Financial Applications, and Microsoft Office are correlated to pay that is above average, with boosts in pay of 5 percent. Most people familiar with Microsoft Excel also know Financial Applications and Financial Analysis.

Related Job Salaries

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Experience Affects Associate Financial Planner Salaries


Experienced
up arrow 21%

National Average
$46,000


Skills That Affect Associate Financial Planner Salaries

Microsoft Excel
up arrow 5%

Financial Applications
up arrow 4%

Microsoft Word
up arrow 4%

Microsoft Office
up arrow 3%

Financial Analysis
0%

National Average
$46,000

Financial Advisor
up arrow 1%

Job Satisfaction

Extremely satisfied
Rated 5 out of 5
based on 33 votes.

Gender

Female
37 %
Male
63 %

Years of Experience

Less than 1 year
10%
1-4 years
68%
5-9 years
15%
10-19 years
6%
20 years or more
1%

Common Health Benefits

medical benefits Medical: 71% dental benefits Dental: 49%
vision benefits Vision: 33% employee benefits None: 26%