Associate Financial Planner Salary

For Associate Financial Planners, yearly average wages total $45K annually. Total cash earnings of Associate Financial Planners range from $34K on the low end to $72K on the high end; the final amount can include bonuses and profit sharing proceeds that occasionally exceed $8K and $7K, respectively. Geography is the biggest factor affecting pay for this group, followed by years of experience. Some workers in this field — just under a third — are not awarded benefits. Medical coverage is reported by a majority and dental plans are enjoyed by approximately half. Work is enjoyable for Associate Financial Planners, who typically claim high levels of job satisfaction.

$33,147 - $69,355
(Median)
$33K
$45K
$69K
MEDIAN: $45,230
10%
50%
90%

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$10.67 - $23.70
(Median)
$11
$20
$24
MEDIAN: $19.00
10%
50%
90%

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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$25K$50K$75K
Salary
$33,147 - $69,355  
   
Bonus
$450.00 - $8,139  
Profit Sharing
$250.00 - $7,241  
Commission
$10,025  
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).
)
$34,317 - $72,030  
Country: United States | Currency: USD | Updated: 12 Jan 2016 | Individuals Reporting: 224
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$13$26$39
Hourly Rate
$10.67 - $23.70  
   
Overtime
$27.31  
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$26K$52K$78K
Bonus
$450.00 - $8,139  
   
Commission
$10,025  
Profit Sharing
$250.00 - $7,241  
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).
)
$34,317 - $72,030  
Country: United States | Currency: USD | Updated: 12 Jan 2016 | Individuals Reporting: 15
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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.

Common Career Paths for Associate Financial Planner


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Associate Financial Planners who advance into the role of a Certified Financial Planner are fairly uncommon. Certified Financial Planners on average earn $66K per year.

Associate Financial Planner Job Listings

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Popular Skills for Associate Financial Planner


Associate Financial Planners report using a diverse set of skills on the job. Most notably, facility with Financial Reporting, Financial Advisor, and Financial Analysis are correlated to pay that is significantly above average, leading to increases of 47 percent, 6 percent, and 5 percent, respectively. The majority of those who know Financial Applications also know Microsoft Office and Financial Analysis.

Pay Difference by Location

National Average: $47,630

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

New York is home to an above-average pay rate for Associate Financial Planners, 57 percent higher than the national average. Associate Financial Planners will also find cushy salaries in Chicago (+11 percent) and Atlanta (+10 percent). Houston is home to the smallest salaries in the field, lagging the national average by 7 percent.

Related Job Salaries

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Experience Affects Associate Financial Planner Salaries

Experienced
up arrow 33%


National Average
$48,000


Skills That Affect Associate Financial Planner Salaries

Financial Reporting
up arrow 47%

Financial Advisor
up arrow 6%

Financial Analysis
up arrow 5%

Investment Planning
up arrow 3%

Microsoft Excel
up arrow 2%

National Average
$48,000

Financial Applications
up arrow 1%

Microsoft Office
up arrow 2%

Microsoft Word
up arrow 3%

Job Satisfaction

Extremely satisfied
Rated 5 out of 5
based on 22 votes.

Gender

Female
41 %
Male
59 %

Years of Experience

Less than 1 year
13%
1-4 years
63%
5-9 years
16%
10-19 years
6%
20 years or more
1%

Common Health Benefits

medical benefits
Medical: 69%
dental benefits
Dental: 50%
medical benefits
Vision: 37%
dental benefits
None: 28%
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