Financial Planner Salary

The average pay for a Financial Planner is $59,669 per year. People in this job generally don't have more than 20 years' experience. The highest paying skills associated with this job are Tax Consulting, Investment Planning, Financial Advisor, and Investment Management.
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$36,422 - $102,293

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$14.52 - $35.00

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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$50K$100K$150K
Salary
$36,422 - $102,293  
   
Bonus
$500 - $20,636  
Profit Sharing
$740 - $14,777  
Commission
$0.00 - $97,343  
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).
)
$38,340 - $119,085  
Country: United States | Currency: USD | Updated: 18 Jul 2015 | Individuals Reporting: 735
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$25$50$75
Hourly Rate
$14.52 - $35.00  
   
Overtime
$20.91 - $43.85  
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$50K$100K$150K
Bonus
$500 - $20,636  
   
Commission
$0.00 - $97,343  
Profit Sharing
$740 - $14,777  
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).
)
$38,340 - $119,085  
Country: United States | Currency: USD | Updated: 18 Jul 2015 | Individuals Reporting: 59
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Job Description for Financial Planner

A financial planner is an individual who works for a bank or investment company that advises individuals on how to make most of their money by suggesting; in some situations, the planner makes investments and financial decisions for customers. This position requires strong analytical skills and an outgoing personality, as a financial institution expects its financial planners to effectively help and retain clients over a long period of time. The financial planner may also set up investment seminars to help build new business and educate clients.

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Financial Planner Tasks

  • Follow-up with clients on plans, track successes, and inform about modifications.
  • Assist clients with estate management, tax returns, budgets, or other financial tasks.
  • Guide clients through financial self-analysis, including goal setting and advice to reach goals.

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Popular Skills for Financial Planner

Pay by Experience Level for Financial Planner

Median of all compensation (including tips, bonus, and overtime) by years of experience.

Pay Difference by Location

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Experience Affects Financial Planner Salaries




National Average
$63,000


Skills That Affect Financial Planner Salaries

Tax Consulting
up arrow 30%



Investment Management
up arrow 11%

Strategic Planning
up arrow 9%

National Average
$63,000

Financial Analysis
up arrow 3%

Microsoft Excel
up arrow 5%

Tax Preparation
up arrow 10%

Job Satisfaction

Extremely satisfied
Rated 5 out of 5
based on 114 votes.

Gender

Female
36 %
Male
64 %

Years of Experience

Less than 1 year
9%
1-4 years
37%
5-9 years
26%
10-19 years
19%
20 years or more
9%

Common Health Benefits

medical benefits Medical: 76% dental benefits Dental: 56%
vision benefits Vision: 44% employee benefits None: 22%
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