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Associate Financial Planner Salary

Commissions constitute a big slice (more than two-fifths on average) of overall compensation for Associate Financial Planners, and the median take-home for this group lies near $47K. With some bonuses approaching $8K and certain profit sharing proceeds approaching $5K, overall incomes of Associate Financial Planners spread between $34K and $69K depending on individual performance. Residence and tenure each impact pay for this group, with the former having the largest influence. The majority of workers are highly satisfied with their job. Men make up the majority of Associate Financial Planners (61 percent) survey respondents. Some workers in this field — nearly one in four — are not awarded benefits. Medical coverage is reported by a fair number and dental plans are enjoyed by close to one-half.

$32,912 - $65,394
(Median)
$33K
$44K
$65K
MEDIAN: $44,236
10%
50%
90%

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$11.00 - $26.00
(Median)
$11
$18
$26
MEDIAN: $18.00
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$24K$48K$72K
Salary
$32,912 - $65,394  
   
Bonus
$50.00 - $8,090  
Profit Sharing
$674 - $5,152  
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).
)
$33,857 - $69,052  
Country: United States | Currency: USD | Updated: 2 May 2015 | Individuals Reporting: 200
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 - $26.00  
   
Overtime
$11.19 - $30.88  
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
$50.00 - $8,090  
   
Commission
$25.00 - $20,226  
Profit Sharing
$674 - $5,152  
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).
)
$33,857 - $69,052  
Country: United States | Currency: USD | Updated: 2 May 2015 | Individuals Reporting: 19

Find Out Exactly What You Should Be Paid

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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


Overall, survey participants reported applying a fair number of skills to their work. Most notably, skills in Microsoft Excel, Financial Applications, Microsoft Word, and Microsoft Office are correlated to pay that is above average. Those proficient in Financial Applications are, more often than not, also skilled in Microsoft Office and Financial Analysis.

Pay Difference by Location


Associate Financial Planners will find that New York offers an impressive pay rate, one which exceeds the national average by 58 percent. Associate Financial Planners will also find cushy salaries in Atlanta (+10 percent).

Related Job Salaries

United States (change)

Experience Affects Associate Financial Planner Salaries


Experienced
up arrow 19%

National Average
$47,000


Skills That Affect Associate Financial Planner Salaries

Microsoft Excel
up arrow 4%

Financial Applications
up arrow 3%

Microsoft Word
up arrow 3%

Microsoft Office
up arrow 2%

Financial Advisor
up arrow 1%

Financial Analysis
0%

National Average
$47,000

Job Satisfaction

Extremely satisfied
Rated 5 out of 5
based on 26 votes.

Gender

Female
39 %
Male
61 %

Years of Experience

Less than 1 year
11%
1-4 years
67%
5-9 years
15%
10-19 years
6%
20 years or more
1%

Common Health Benefits

medical benefits Medical: 70% dental benefits Dental: 48%
vision benefits Vision: 34% employee benefits None: 26%
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