Financial Planning Analyst Salary

Financial Planning Analysts in the United States pull down an average of $60K per year. In the world of Financial Planning Analysts, total cash compensation can vary between $46K and $86K. Each package generally includes bonuses and profit sharing proceeds, and in exceptional cases, those amounts can reach heights of $10K and $3K, respectively. Compensation for this group is mainly affected by location, but the company and years of experience are influential factors as well. Male Financial Planning Analysts who responded to the survey are more common than women; more than half (65 percent) are men. A large number report receiving medical coverage from their employers and a fair number collect dental insurance. The majority of Financial Planning Analysts claim high levels of job satisfaction. The information for this snapshot was generated by responses to the PayScale salary survey.

$45,045 - $81,817
$45K
$60K
$82K
MEDIAN: $60,197
10%
50%
90%

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$20.73 - $33.02
$23
MEDIAN: $22.77
50%

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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$29K$58K$87K
Salary
$45,045 - $81,817  
   
Bonus
$0.00 - $9,725  
Profit Sharing
$9.70 - $3,275  
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).
)
$45,556 - $85,800  
Country: United States | Currency: USD | Updated: 25 Mar 2017 | Individuals Reporting: 266
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
$22.77  
   
Overtime
$30.00  
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$30K$60K$90K
Bonus
$0.00 - $9,725  
   
Profit Sharing
$9.70 - $3,275  
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).
)
$45,556 - $85,800  
Country: United States | Currency: USD | Updated: 25 Mar 2017 | Individuals Reporting: 9

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United States (change)

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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

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

Common Career Paths for Financial Planning Analyst


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Advancing into a Senior Financial Analyst role seems to be a popular career move for Financial Planning Analysts, and folks who currently work in the latter position report a notably larger median income of $76K per year.

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Popular Employer Salaries for Financial Planning Analyst


Popular Skills for Financial Planning Analyst


Survey respondents exploit a significant toolbox of skills in their work. Most notably, skills in Budget Management, Financial Reporting, Forecasting, and Microsoft Excel are correlated to pay that is above average. At the other end of the pay range are skills like Valuation, Cash Flow Management, and Process Improvement. For most people, competency in Financial Analysis indicates knowledge of Microsoft Excel.

Pay Difference by Location

National Average: $60,582

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

With a pay rate for Financial Planning Analysts that is 29 percent greater than the national average, Atlanta offers a comfortable salary for those in this profession. Financial Planning Analysts will also find cushy salaries in Seattle (+28 percent) and Houston (+20 percent). With compensation 17 percent below the national average, Pittsburgh is not known for hefty paychecks and actually represents the lowest-paying market. Below-median salaries also turn up in Chicago and St. Louis (13 percent lower and 9 percent lower, respectively).

Related Job Salaries

Key Stats for Financial Planning Analyst

Gender

Female
35 %
Male
65 %

Job Satisfaction

Extremely satisfied
Rated 5 out of 5
based on 36 votes.
Less than 1 year
8%
1-4 years
58%
5-9 years
21%
10-19 years
11%
20 years or more
1%
Location:
Years in Fields/Career:
United States (change)

Experience Affects Financial Planning Analyst Salaries

▲27%

▲22%

National Average
$61,000

▼3%

Skills That Affect Financial Planning Analyst Salaries


▲2%



Financial Analysis
▼0%

Financial Modeling
▼0%

National Average
$61,000

▼2%


Process Improvement
▼5%


Valuation
▼9%

Job Satisfaction

Extremely satisfied
Rated 5 out of 5
based on 36 votes.

Gender

Female
35 %
Male
65 %

Years of Experience

Less than 1 year
8%
1-4 years
58%
5-9 years
21%
10-19 years
11%
20 years or more
1%

Common Health Benefits

medical benefits
Medical: 85%
dental benefits
Dental: 73%
vision benefits
Vision: 66%
no benefits
None: 14%