Financial Planning Analyst Salary

Financial Planning Analysts in the United States can expect wages of $61K per year on average. Cash earnings for Financial Planning Analysts — including $9K in bonuses and $3K in profit sharing proceeds near the top of the pay scale — generally stretch from $46K to $87K depending on individual performance. While the company and experience level impact pay for this group, location is the most influential factor. Medical benefits are awarded to a large number, and a fair number earn dental coverage. Work is enjoyable for Financial Planning Analysts, who typically claim high levels of job satisfaction. Male Financial Planning Analysts are more prevalent than women among those who took the survey — 63 percent of professionals.

$45,441 - $82,917
$45K
$61K
$83K
MEDIAN: $60,765
10%
50%
90%

Add this chart to your site: 640px    300px

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

Add this chart to your site: 640px    300px

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
$45,441 - $82,917  
   
Bonus
$0.00 - $9,030  
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).
)
$46,063 - $86,706  
Country: United States | Currency: USD | Updated: 4 May 2017 | Individuals Reporting: 290
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
$33.50  
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 - $9,030  
   
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).
)
$46,063 - $86,706  
Country: United States | Currency: USD | Updated: 4 May 2017 | Individuals Reporting: 9

Find Out Exactly What You Should Be Paid

United States (change)

Employers: Start Here »

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.

Read More...

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


Add this chart to your site:   640px 640px    300px 300px


Financial Planning Analysts who move on to become Senior Financial Analysts may enjoy significant pay raises, as Senior Financial Analysts get paid an average of $76K per year.

Financial Analyst Job Listings

Search for more jobs:

Popular Employer Salaries for Financial Planning Analyst


Popular Skills for Financial Planning Analyst


Survey results imply that Financial Planning Analysts deploy a substantial tool kit of skills at work. Most notably, skills in Budget Management, Financial Reporting, Forecasting, and Microsoft Excel are correlated to pay that is above average. Skills that are correlated to lower pay, on the other hand, include Valuation, Cash Flow Management, and Process Improvement. The majority of those who know Financial Analysis also know Microsoft Excel.

Pay Difference by Location

National Average: $61,694

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

For Financial Planning Analysts, Atlanta provides a pay rate that is 26 percent greater than the national average. Financial Planning Analysts will also find cushy salaries in Seattle (+26 percent) and Houston (+17 percent). Those in the field find the lowest salaries in Pittsburgh, 18 percent below the national average. Chicago and St. Louis are a couple other places where companies are known to pay below the median — salaries are 15 percent lower and 11 percent lower, respectively.

Related Job Salaries

Key Stats for Financial Planning Analyst

Gender

Female
37 %
Male
63 %

Job Satisfaction

Extremely satisfied
Rated 5 out of 5
based on 42 votes.
Less than 1 year
7%
1-4 years
59%
5-9 years
20%
10-19 years
12%
20 years or more
1%
ADVERTISEMENT
Location:
Years in Fields/Career:
United States (change)

Experience Affects Financial Planning Analyst Salaries

▲25%

▲20%

National Average
$62,000

▼5%

Skills That Affect Financial Planning Analyst Salaries


▼0%


National Average
$62,000


Financial Analysis
▼2%

Financial Modeling
▼2%

▼4%


Process Improvement
▼7%


Valuation
▼11%

Job Satisfaction

Extremely satisfied
Rated 5 out of 5
based on 42 votes.

Gender

Female
37 %
Male
63 %

Years of Experience

Less than 1 year
7%
1-4 years
59%
5-9 years
20%
10-19 years
12%
20 years or more
1%

Common Health Benefits

medical benefits
Medical: 86%
dental benefits
Dental: 77%
vision benefits
Vision: 67%
no benefits
None: 13%
ADVERTISEMENT