Financial Planning Analyst Salary

An average Financial Planning Analyst in the United States can expect to take home roughly $60K annually. In the world of Financial Planning Analysts, overall cash allowance can occasionally include more than $10K from bonuses and, in some exceptional cases, $6K from profit sharing, causing incomes to vary widely between $43K and $89K. Earnings for this group are mostly affected by experience level, followed by geography and the individual firm. Medical benefits are awarded to nearly all, and most earn dental coverage. Most workers in this position report high levels of job satisfaction. Most people who answered the questionnaire are men; 67 percent of Financial Planning Analysts are male.

$42,721 - $82,981

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$12.08 - $27.99

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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$30K$60K$90K
Salary
$42,721 - $82,981  
   
Bonus
$0.00 - $9,781  
Profit Sharing
$489.36 - $6,128  
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).
)
$42,596 - $88,560  
Country: United States | Currency: USD | Updated: 18 Jul 2015 | Individuals Reporting: 347
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$15$30$45
Hourly Rate
$12.08 - $27.99  
   
Overtime
$27.00 - $42.98  
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$30K$60K$90K
Bonus
$0.00 - $9,781  
   
Profit Sharing
$489.36 - $6,128  
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).
)
$42,596 - $88,560  
Country: United States | Currency: USD | Updated: 18 Jul 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 might see a strong upturn in salary after transitioning into upper-level roles such as Senior Financial Analyst, a seemingly popular career choice. People currently working in the latter position report a noticeably higher median income of $75K per year.

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Popular Employer Salaries for Financial Planning Analyst


Popular Skills for Financial Planning Analyst


Financial Planning Analysts report using a pretty varied skill set on the job. Most notably, skills in Forecasting, Financial Analysis, Financial Reporting, and Financial Modeling are correlated to pay that is above average. At the other end of the pay range are skills like Budgeting and Microsoft Office. It is often found that people who know Financial Analysis are also skilled in Microsoft Excel.

Pay Difference by Location


Surpassing the national average by 26 percent, Financial Planning Analysts in Houston receive some of the highest pay in the country. Financial Planning Analysts will also find cushy salaries in Miami (+10 percent) and Seattle (+8 percent). New York is home to the smallest salaries in the field, lagging the national average by 6 percent.

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Experience Affects Financial Planning Analyst Salaries



National Average
$61,000


Skills That Affect Financial Planning Analyst Salaries

Financial Analysis
up arrow 3%

Forecasting
up arrow 3%

Financial Modeling
up arrow 1%

Financial Reporting
up arrow 1%

Microsoft Excel
0%

National Average
$61,000

Microsoft Office
up arrow 7%

Budgeting
up arrow 9%

Job Satisfaction

Extremely satisfied
Rated 5 out of 5
based on 69 votes.

Gender

Female
33 %
Male
67 %

Years of Experience

Less than 1 year
5%
1-4 years
56%
5-9 years
24%
10-19 years
13%
20 years or more
2%

Common Health Benefits

medical benefits Medical: 90% dental benefits Dental: 82%
vision benefits Vision: 70% employee benefits None: 7%
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