Associate Financial Planner Salary

On average, commissions constitute a fair portion (more than two-fifths) of final income for Associate Financial Planners. That final number averages out to $51K across the industry. Total cash compensation to Associate Financial Planners approaches anywhere from $37K on the lower end to $69K on the higher end; in exceptional cases, this can include more than $7K from bonuses and upwards of $9K from profit sharing. Geography and years of experience each impact pay for this group, with the former having the largest influence. Job satisfaction is high and work is enjoyable for most Associate Financial Planners. Although more than a third lack health benefits of any kind, the larger part do enjoy medical insurance, and more than two-fifths get dental coverage, too. The numbers in this rundown were provided by PayScale's salary survey participants.

$36,214 - $65,704
$36K
$49K
$66K
MEDIAN: $49,204
10%
50%
90%

Add this chart to your site: 640px    300px

$14.15 - $29.09
$14
$20
$29
MEDIAN: $19.98
10%
50%
90%

Add this chart to your site: 640px    300px

National Salary Data (?
XAll compensation data shown are gross 10th to 90th percentile ranges. Take the PayScale Survey to find out how location influences pay for this job.
)
$0$23K$46K$69K
Salary
$36,214 - $65,704  
   
Bonus
$1,014 - $6,852  
Profit Sharing
$502 - $8,501  
Commission
$22,000  
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).
)
$37,134 - $68,993  
Country: United States | Currency: USD | Updated: 25 Mar 2017 | Individuals Reporting: 161
National Hourly Rate Data (?
XAll compensation data shown are gross 10th to 90th percentile ranges. Take the PayScale Survey to find out how location influences pay for this job.
)
$0$12$24$36
Hourly Rate
$14.15 - $29.09  
   
Overtime
$33.00  
National Annualized Data (?
XAll compensation data shown are gross 10th to 90th percentile ranges. Take the PayScale Survey to find out how location influences pay for this job.
)
$0$24K$48K$72K
Bonus
$1,014 - $6,852  
   
Commission
$22,000  
Profit Sharing
$502 - $8,501  
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).
)
$37,134 - $68,993  
Country: United States | Currency: USD | Updated: 25 Mar 2017 | Individuals Reporting: 13

Find Out Exactly What You Should Be Paid

United States (change)

Employers: Start Here »

Job Description for Associate Financial Planner

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

Common Career Paths for Associate Financial Planner


Add this chart to your site:   640px 640px    300px 300px


It's not very common for Associate Financial Planners to move on to become Certified Financial Planners. Average pay for a Certified Financial Planner is $66K annually.

Associate Financial Planner Job Listings

Search for more jobs:

Popular Skills for Associate Financial Planner


Associate Financial Planners report using a wide range of professional skills. Most notably, facility with Financial Reporting, Financial Advisor, and Client Interaction are correlated to pay that is significantly above average, leading to increases of 28 percent, 18 percent, and 8 percent, respectively. At the other end of the pay range are skills like Microsoft Office, Financial Applications, and Microsoft Word. Most people skilled in Financial Analysis are similarly competent in Financial Applications.

Pay Difference by Location

National Average: $50,594

Larger city markers indicate a job is popular in that location.

For Associate Financial Planners, busy Portland offers a higher-than-average pay rate, 29 percent above the national average. Associate Financial Planners will also find cushy salaries in New York (+25 percent), Anchorage (+19 percent), San Diego (+12 percent), and Charlotte (+12 percent). One of the biggest compensable factors for Associate Financial Planners is geography, with workers in Boston earning a whopping 20 percent below the national average. Below-median salaries also turn up in Vancouver and Houston (17 percent lower and 12 percent lower, respectively).

Related Job Salaries

Key Stats for Associate Financial Planner

Gender

Female
40 %
Male
60 %

Job Satisfaction

Extremely satisfied
Rated 5 out of 5
based on 27 votes.
Less than 1 year
12%
1-4 years
67%
5-9 years
13%
10-19 years
7%
20 years or more
1%
Location:
Years in Fields/Career:
United States (change)

Experience Affects Associate Financial Planner Salaries

▲15%

▲10%

National Average
$51,000

▼2%

Skills That Affect Associate Financial Planner Salaries

Financial Reporting
▲28%

Financial Advisor
▲18%

Client Interaction
▲8%



Customer Relationship Management (CRM)
▲2%

National Average
$51,000





Job Satisfaction

Extremely satisfied
Rated 5 out of 5
based on 27 votes.

Gender

Female
40 %
Male
60 %

Years of Experience

Less than 1 year
12%
1-4 years
67%
5-9 years
13%
10-19 years
7%
20 years or more
1%

Common Health Benefits

medical benefits
Medical: 63%
dental benefits
Dental: 43%
vision benefits
Vision: 34%
no benefits
None: 37%