An average Financial Planning Analyst in the United States can expect to take home roughly $61K annually. Final cash compensation to Financial Planning Analysts varies from around $45K to approximately $87K; choice pay grades include potential for bonuses and profit sharing as high as $10K and $4K, respectively. Earnings for this group are mostly affected by geography, followed by tenure and the individual firm. The majority of workers are highly satisfied with their job. Medical benefits are awarded to most, and a strong majority earn dental coverage. Financial Planning Analysts who participated in the survey are largely men, dominating at 66 percent. The data for this synopsis comes from respondents who took the PayScale salary survey.

$44,981 - $82,274
(Median)
$45K
$61K
$82K
MEDIAN: $61,021
10%
50%
90%

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$14.79 - $49.66
(Median)
$15
$22
$50
MEDIAN: $22.00
10%
50%
90%

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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
$44,981 - $82,274  
   
Bonus
$0.00 - $9,725  
Profit Sharing
$9.70 - $3,606  
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).
)
$44,988 - $87,340  
Country: United States | Currency: USD | Updated: 28 Oct 2016 | Individuals Reporting: 255
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$17$34$51
Hourly Rate
$14.79 - $49.66  
   
Overtime
$39.31  
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$50K$100K$150K
Bonus
$0.00 - $9,725  
   
Profit Sharing
$9.70 - $3,606  
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).
)
$44,988 - $87,340  
Country: United States | Currency: USD | Updated: 28 Oct 2016 | Individuals Reporting: 10
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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 $76K per year.

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Popular Skills for Financial Planning Analyst


Survey results imply that Financial Planning Analysts deploy a deep pool of skills on the job. 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. Most people experienced in Financial Analysis also know Microsoft Excel.

Pay Difference by Location

National Average: $61,637

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

Surpassing the national average by 25 percent, Financial Planning Analysts in Atlanta receive some of the highest pay in the country. Financial Planning Analysts can also look forward to large paychecks in cities like Seattle (+24 percent), New York (+21 percent), Houston (+19 percent), and Chicago (+12 percent). Pittsburgh is the lowest-paying area, 19 percent south of the national average. A couple other locations with smaller-than-average paychecks include St. Louis (11 percent lower) and Los Angeles (6 percent lower).

Related Job Salaries

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Experience Affects Financial Planning Analyst Salaries



National Average
$62,000


Skills That Affect Financial Planning Analyst Salaries


Forecasting
up arrow 1%

Financial Reporting
up arrow 1%

Microsoft Excel
0%

Financial Modeling
0%

National Average
$62,000

Financial Analysis
up arrow 1%

Microsoft Office
up arrow 3%


Cash Flow Management
up arrow 9%

Process Improvement
up arrow 9%

Valuation
up arrow 12%

Job Satisfaction

Highly satisfied
Rated 4 out of 5
based on 36 votes.

Gender

Female
34 %
Male
66 %

Years of Experience

Less than 1 year
8%
1-4 years
58%
5-9 years
20%
10-19 years
12%
20 years or more
2%

Common Health Benefits

medical benefits
Medical: 89%
dental benefits
Dental: 78%
medical benefits
Vision: 69%
dental benefits
None: 10%
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