Average Associate Financial Planners in the United States make around $48K annually. Incomes of Associate Financial Planners vary widely depending on performance components; bonuses and profit sharing that can occasionally exceed $8K cause paychecks to spread between $38K on the low end and $74K on the high end. Geographic location is the biggest factor affecting pay for this group, followed by tenure. Women are just slightly outnumbered, with male Associate Financial Planners making up 57 percent of survey respondents. Although more than half have medical coverage and just over two-fifths have dental coverage, over a third claim no health benefits at all. The majority of workers are highly satisfied with their job. The data for this snapshot was collected from individuals who took PayScale's salary survey.

$36,749 - $69,908
(Median)
$37K
$48K
$70K
MEDIAN: $48,179
10%
50%
90%

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$14.46 - $29.80
(Median)
$14
$21
$30
MEDIAN: $20
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
$36,749 - $69,908  
   
Bonus
$990 - $7,768  
Profit Sharing
$481.77 - $7,728  
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).
)
$38,115 - $73,859  
Country: United States | Currency: USD | Updated: 28 Oct 2016 | Individuals Reporting: 159
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
$14.46 - $29.80  
   
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$26K$52K$78K
Bonus
$990 - $7,768  
   
Profit Sharing
$481.77 - $7,728  
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).
)
$38,115 - $73,859  
Country: United States | Currency: USD | Updated: 28 Oct 2016 | Individuals Reporting: 10
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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 often transition into Certified Financial Planner positions, for which compensation tends to be much higher. On average, Certified Financial Planners 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 and Financial Analysis are correlated to pay that is significantly above average, leading to increases of 31 percent and 4 percent, respectively. Skills that pay less than market rate include Financial Advisor, Microsoft Office, and Financial Applications. Those familiar with Financial Analysis also tend to know Financial Applications.

Pay Difference by Location

National Average: $49,398

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

Home to some of the best pay for Associate Financial Planners, New York offers exceptional salaries, 34 percent above the national average. Associate Financial Planners will also find cushy salaries in Chicago (+7 percent) and Atlanta (+6 percent). Houston is the lowest-paying area, 10 percent south of the national average.

Related Job Salaries

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Experience Affects Associate Financial Planner Salaries



National Average
$49,000


Skills That Affect Associate Financial Planner Salaries

Financial Reporting
up arrow 31%

Financial Analysis
up arrow 4%

Investment Planning
up arrow 1%

Client Interaction
0%

National Average
$49,000

Microsoft Excel
up arrow 1%

Microsoft Word
up arrow 2%

Customer Relationship Management (CRM)
up arrow 3%

Financial Applications
up arrow 5%


Financial Advisor
up arrow 6%

Job Satisfaction

Extremely satisfied
Rated 5 out of 5
based on 25 votes.

Gender

Female
43 %
Male
57 %

Years of Experience

Less than 1 year
14%
1-4 years
63%
5-9 years
14%
10-19 years
9%
20 years or more
1%

Common Health Benefits

medical benefits
Medical: 64%
dental benefits
Dental: 45%
medical benefits
Vision: 35%
dental benefits
None: 35%
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