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Associate Financial Planner Salary

Associate Financial Planners in the United States can expect wages of $42K annually on average. Cash earnings for Associate Financial Planners — which occasionally include more than $10K from bonuses and more than $5K from profit sharing — stretch from around $31K to approximately $68K. Career duration is the biggest factor affecting pay for this group, followed by geography. Male Associate Financial Planners who responded to the survey are more common than women; more than half (60 percent) are men. Work is enjoyable for Associate Financial Planners, who typically claim high levels of job satisfaction. Some workers in this field — around one in four — are not awarded benefits. Medical coverage is reported by a strong majority and dental plans are enjoyed by nearly one-half. Figures cited in this summary are based on replies to PayScale's salary questionnaire.
$31,601 - $61,958
(Median)
32K
42K
53K
62K
MEDIAN: $42,446
10%
50%
75%
90%

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$11.00 - $21.97
(Median)
11
16
20
MEDIAN: $15.00
10%
50%
75%

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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
$31,601 - $61,958  
   
Bonus
$198.66 - $9,822  
Profit Sharing
$507 - $4,932  
Commission
$49.13 - $20,112  
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).
)
$30,834 - $67,801  
Country: United States | Currency: USD | Updated: 11 Dec 2014 | Individuals Reporting: 201
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
$11.00 - $21.97  
   
Overtime
$14.25 - $30.66  
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
$198.66 - $9,822  
   
Commission
$49.13 - $20,112  
Profit Sharing
$507 - $4,932  
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).
)
$30,834 - $67,801  
Country: United States | Currency: USD | Updated: 11 Dec 2014 | Individuals Reporting: 24
United States (change)

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 report using a diverse set of skills on the job. Most notably, skills in Microsoft Excel, Financial Applications, Financial Analysis, and Microsoft Office are correlated to pay that is above average. For most people, competency in Financial Applications indicates knowledge of Microsoft Office and Financial Analysis.

Related Job Salaries

Experience Affects Associate Financial Planner Salaries

Experienced
up arrow 55%


National Average
$45,000


Skills That Affect Associate Financial Planner Salaries

Microsoft Excel
up arrow 6%

Financial Applications
up arrow 6%

Microsoft Office
up arrow 3%

Financial Analysis
up arrow 3%

Microsoft Word
0%

National Average
$45,000

Job Satisfaction

Extremely satisfied
Rated 5 out of 5
based on 45 votes.

Gender

Female
40 %
Male
60 %

Years of Experience

Less than 1 year
10%
1-4 years
69%
5-9 years
15%
10-19 years
5%
20 years or more
1%

Common Health Benefits

medical benefits Medical: 72% dental benefits Dental: 48%
vision benefits Vision: 36% employee benefits None: 25%