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Financial Planning Analyst Salary

The average Financial Planning Analyst in the United States can expect to rake in roughly $60K annually. Including potential for bonuses and profit sharing — peaking near $10K and $6K, respectively — total cash payment to Financial Planning Analysts can bottom out near $42K or peak near $88K depending on individual performance. Career length is the biggest factor affecting pay for this group, followed by geography. Medical benefits are awarded to nearly all, and most earn dental coverage. The majority of Financial Planning Analysts claim high levels of job satisfaction. Men make up the majority of Financial Planning Analysts (66 percent) survey respondents.

$42,661 - $82,648
(Median)
$43K
$60K
$83K
MEDIAN: $60,161
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
$42,661 - $82,648  
   
Bonus
$0.00 - $9,887  
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).
)
$42,326 - $88,244  
Country: United States | Currency: USD | Updated: 16 May 2015 | Individuals Reporting: 356
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 - $9,887  
   
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).
)
$42,326 - $88,244  
Country: United States | Currency: USD | Updated: 16 May 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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Many Financial Planning Analysts move into a Senior Financial Analyst role, and folks who currently hold that position report a much higher median income of $75K per year.

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Popular Skills for Financial Planning Analyst


Financial Planning Analysts report using a wide range of professional skills. Most notably, skills in Financial Reporting, Forecasting, Financial Analysis, and Financial Modeling are correlated to pay that is above average. At the other end of the pay range are skills like Microsoft Office and Budgeting. Most people skilled in Financial Analysis are similarly competent in Microsoft Excel.

Pay Difference by Location


Surpassing the national average by 23 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 (+17 percent) and Seattle (+3 percent). Los Angeles ranks last in the field for pay, reporting salaries 6 percent below the national average.

Related Job Salaries

United States (change)

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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 2%

Microsoft Excel
0%

National Average
$61,000

Budgeting
up arrow 5%

Microsoft Office
up arrow 6%

Job Satisfaction

Extremely satisfied
Rated 5 out of 5
based on 88 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
13%
20 years or more
3%

Common Health Benefits

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