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Financial Planning Analyst Salary

Average Financial Planning Analysts in the United States make around $60K per year. In the world of Financial Planning Analysts, total cash compensation can vary between $42K and $88K. Each package generally includes bonuses and profit sharing proceeds, and in exceptional cases, those amounts can reach heights of $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 report receiving medical coverage from their employers and a large number collect dental insurance. The majority of workers are highly satisfied with their job. The majority of Financial Planning Analysts (66 percent) who took the survey are men.

$42,656 - $82,648
(Median)
$43K
$60K
$83K
MEDIAN: $59,951
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
$42,656 - $82,648  
   
Bonus
$0.00 - $9,873  
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: 2 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 - $9,873  
   
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: 2 May 2015 | Individuals Reporting: 20

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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

  • 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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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 $74K per year.

Financial Analyst Job Listings

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Popular Skills for Financial Planning Analyst


Financial Planning Analysts seem to require a number of specific skills. Most notably, skills in Financial Reporting, Forecasting, Financial Analysis, and Financial Modeling are correlated to pay that is above average, with boosts between 3 percent and 6 percent. Skills that pay less than market rate include Microsoft Office and Budgeting. Most people who know Financial Analysis also know Microsoft Excel.

Pay Difference by Location


For Financial Planning Analysts, Houston provides a pay rate that is 24 percent greater than the national average. Financial Planning Analysts will also find cushy salaries in Miami (+19 percent) and Seattle (+4 percent). Those in the field find the lowest salaries in Los Angeles, 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 2%

Microsoft Excel
up arrow 1%

National Average
$61,000

Budgeting
up arrow 5%

Microsoft Office
up arrow 6%

Job Satisfaction

Highly satisfied
Rated 4 out of 5
based on 90 votes.

Gender

Female
34 %
Male
66 %

Years of Experience

Less than 1 year
5%
1-4 years
57%
5-9 years
23%
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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