Associate Financial Planner Salary

For Associate Financial Planners, annual average wages total $50K per year. Final cash compensation to Associate Financial Planners varies from around $37K to approximately $69K; choice pay grades include potential for bonuses and profit sharing as high as $6K and $8K, respectively. Location and experience level each impact pay for this group, with the former having the largest influence. Most Associate Financial Planners report high levels of job satisfaction. Not all workers are lucky enough to have benefits; in fact, more than a third are without coverage. Medical insurance is claimed by the larger part and dental insurance is reported by more than two-fifths.

$36,147 - $65,689
$36K
$50K
$66K
MEDIAN: $49,639
10%
50%
90%

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$14.31 - $25.91
$14
$20
$26
MEDIAN: $19.98
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$23K$46K$69K
Salary
$36,147 - $65,689  
   
Bonus
$992 - $6,112  
Profit Sharing
$505 - $8,363  
Commission
$4,000  
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).
)
$36,762 - $68,692  
Country: United States | Currency: USD | Updated: 4 May 2017 | Individuals Reporting: 174
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
$14.31 - $25.91  
   
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
$992 - $6,112  
   
Commission
$4,000  
Profit Sharing
$505 - $8,363  
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).
)
$36,762 - $68,692  
Country: United States | Currency: USD | Updated: 4 May 2017 | Individuals Reporting: 16

Find Out Exactly What You Should Be Paid

United States (change)

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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


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Associate Financial Planners might see a strong upturn in salary after transitioning into upper-level roles such as Certified Financial Planner, a seemingly popular career choice. People currently working in the latter position report a noticeably higher median income of $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 Client Interaction are correlated to pay that is significantly above average, leading to increases of 27 percent, 17 percent, and 7 percent, respectively. Skills that are correlated to lower pay, on the other hand, include Microsoft Office, Financial Applications, and Microsoft Word. Most people who know Financial Analysis also know Financial Applications.

Pay Difference by Location

National Average: $50,972

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

Associate Financial Planners will find that Portland offers an impressive pay rate, one which exceeds the national average by 29 percent. Associate Financial Planners will also find cushy salaries in New York (+24 percent), Anchorage (+18 percent), San Diego (+12 percent), and Charlotte (+11 percent). Associate Financial Planners in Boston report much lower salaries than the rest of the country — 21 percent below the national average — proving that residence is a major factor in overall pay. Below-median salaries also turn up in Vancouver and Houston (18 percent lower and 13 percent lower, respectively).

Related Job Salaries

Key Stats for Associate Financial Planner

Gender

Female
40 %
Male
60 %

Job Satisfaction

Highly satisfied
Rated 4 out of 5
based on 34 votes.
Less than 1 year
12%
1-4 years
67%
5-9 years
13%
10-19 years
6%
20 years or more
2%
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Location:
Years in Fields/Career:
United States (change)

Experience Affects Associate Financial Planner Salaries

▲14%

▲9%

National Average
$51,000

▼3%

Skills That Affect Associate Financial Planner Salaries

Financial Reporting
▲27%

Financial Advisor
▲17%

Client Interaction
▲7%



Customer Relationship Management (CRM)
▲1%

National Average
$51,000





Job Satisfaction

Highly satisfied
Rated 4 out of 5
based on 34 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
6%
20 years or more
2%

Common Health Benefits

medical benefits
Medical: 62%
dental benefits
Dental: 43%
vision benefits
Vision: 35%
no benefits
None: 35%
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