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Financial Planning Analyst Salary

Financial Planning Analysts in the United States take home an average $60K per year. Total cash earnings of Financial Planning Analysts range from $42K on the low end to $88K on the high end; the final amount can include bonuses and profit sharing proceeds that occasionally exceed $10K and $6K, respectively. Experience level and the particular city each impact pay for this group, with the former having the largest influence. Almost all enjoy medical while a large number get dental coverage. Vision coverage is also available to a majority. The majority of workers are highly satisfied with their job. Financial Planning Analysts who participated in the survey are largely men, dominating at 66 percent. The numbers in this rundown were provided by PayScale's salary survey participants.

$42,650 - $82,433
(Median)
$43K
$60K
$82K
MEDIAN: $59,955
10%
50%
90%

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$12.08 - $27.99
(Median)
$12
$20
$28
MEDIAN: $19.00
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$30K$60K$90K
Salary
$42,650 - $82,433  
   
Bonus
$0.00 - $9,872  
Profit Sharing
$500 - $6,000  
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).
)
$42,392 - $87,879  
Country: United States | Currency: USD | Updated: 31 Mar 2015 | Individuals Reporting: 363
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$15$30$45
Hourly Rate
$12.08 - $27.99  
   
Overtime
$22.50 - $41.45  
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$30K$60K$90K
Bonus
$0.00 - $9,872  
   
Profit Sharing
$500 - $6,000  
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).
)
$42,392 - $87,879  
Country: United States | Currency: USD | Updated: 31 Mar 2015 | Individuals Reporting: 20

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Job Description for Financial Planning Analyst

The people who study potential areas for investment (such as technology, utilities, real estate, and many others) and attempt to forecast how strong those markets will be going forward are financial planning analysts. Financial planning analysts look at industry data from the market sector to which they are assigned and attempt to forecast trends. They also look at any legislation, regulations, or court cases that might affect their respective field of analysis. The analyst also looks at the economy in general and attempts to help other members of a financial institution's planning and investment team best invest the firm's money and determine how to advise clients. Financial planning analysts typically work in an office environment in banks or investment houses, normally during regular business hours.

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Financial Planning Analyst Tasks

  • Assess trends in client and market behavior and modify strategies to optimize financial growth.
  • Manage portfolios and update customers on current or future developments.
  • Create financial strategies for customers in line with their desires and resources.
  • Manage client relationships and grow customer base.

Common Career Paths for Financial Planning Analyst


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Financial Planning Analysts often transition into Senior Financial Analyst positions, for which compensation tends to be much higher. On average, Senior Financial Analysts earn $74K per year.

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Popular Skills for Financial Planning Analyst


Financial Planning Analysts generally report applying a varied skill set to their work. Most notably, skills in Financial Reporting, Forecasting, Financial Modeling, and Financial Analysis are correlated to pay that is above average. Skills that pay less than market rate include Microsoft Office and Budgeting. Those proficient in Financial Analysis are, more often than not, also skilled in Microsoft Excel.

Pay Difference by Location


Miami is home to an above-average pay rate for Financial Planning Analysts, 19 percent higher than the national average. Financial Planning Analysts will also find cushy salaries in Houston (+16 percent). The lowest-paying market is Los Angeles, which sits 6 percent below the national average.

Related Job Salaries

United States (change)

Experience Affects Financial Planning Analyst Salaries



National Average
$61,000


Skills That Affect Financial Planning Analyst Salaries


Forecasting
up arrow 4%

Financial Analysis
up arrow 3%

Financial Modeling
up arrow 3%

Microsoft Excel
0%

National Average
$61,000

Budgeting
up arrow 5%

Microsoft Office
up arrow 7%

Job Satisfaction

Highly satisfied
Rated 4 out of 5
based on 96 votes.

Gender

Female
34 %
Male
66 %

Years of Experience

Less than 1 year
5%
1-4 years
56%
5-9 years
24%
10-19 years
12%
20 years or more
3%

Common Health Benefits

medical benefits Medical: 90% dental benefits Dental: 83%
vision benefits Vision: 70% employee benefits None: 7%