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Financial Planning Assistant Salary

Financial Planning Assistants in the United States pull down an average of $40K annually. Including potential for bonuses and profit sharing, each hitting highs of $5K, total cash payment to Financial Planning Assistants can bottom out at $31K or peak near $54K. Job satisfaction is reported as high by the vast majority of workers. Women make up the majority of Financial Planning Assistants (63 percent) who completed the questionnaire. Some workers in this field — over a third — are not awarded benefits. Medical coverage is reported by the larger part and dental plans are enjoyed by roughly one in three.

$30,684 - $53,214
(Median)
$31K
$40K
$53K
MEDIAN: $39,887
10%
50%
90%

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$13.27 - $22.30
(Median)
$13
$17
$22
MEDIAN: $17.00
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$18K$36K$54K
Salary
$30,684 - $53,214  
   
Bonus
$0.00 - $5,434  
Profit Sharing
$1,159 - $5,468  
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).
)
$30,550 - $53,637  
Country: United States | Currency: USD | Updated: 31 Mar 2015 | Individuals Reporting: 150
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$12$24$36
Hourly Rate
$13.27 - $22.30  
   
Overtime
$0.00 - $34.17  
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$24K$48K$72K
Bonus
$0.00 - $5,434  
   
Profit Sharing
$1,159 - $5,468  
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).
)
$30,550 - $53,637  
Country: United States | Currency: USD | Updated: 31 Mar 2015 | Individuals Reporting: 83

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Job Description for Financial Planning Assistant

A financial planner assistant assists a financial planner with various duties such as administrative responsibilities and customers service. The assistant will be expected to get documents ready and organized before meetings with clients. Record keeping is another important aspect of the job. The financial planner may be required to distribute updates and other communication to clients via a combination of postal mail, email, and telephone. Internal memos may also be sent by the financial planner assistant. The assistant may be in charge of scheduling meetings and reminding the financial planner of upcoming events. The financial assistant may also be in charge of carrying out basic office duties such as answering the phone, greeting guests, and maintaining office supply levels. When customers have questions about any processes or bills, the assistant answers these questions or refers the customer to the correct party. The financial planner will also process documents relating to investing and insurance. Depending on experience, certification, and position, the financial planner assistant may also have more complex duties such as preparing documents for underwriting, analyzing financial data, helping with estate planning, planning cash flow, and allocating assets. Often this job is a stepping stone toward becoming a financial planner.

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Financial Planning Assistant Tasks

  • Execute and follow-up on investment transactions.
  • Establish and maintain client accounts, and process service requests.
  • Assist in developing financial plans and analysis for clients.
  • Assist in tax return preparation and client correspondence.

Financial Planning Assistant Job Listings

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Popular Skills for Financial Planning Assistant


Financial Planning Assistants generally report applying a varied skill set to their work. Most notably, skills in Financial Analysis, Customer Relationship Management, Microsoft Excel, and Customer Service are correlated to pay that is above average. Skills that pay less than market rate include Client Interaction. Those educated in Customer Service tend to be well versed in Customer Relationship Management (CRM) and Microsoft Excel. Most people who know Financial Analysis also know Microsoft Excel and Customer Relationship Management (CRM).

Related Job Salaries

United States (change)

Experience Affects Financial Planning Assistant Salaries

Experienced
up arrow 11%


National Average
$40,000


Skills That Affect Financial Planning Assistant Salaries

Financial Analysis
up arrow 3%

Customer Relationship Management (CRM)
0%

Microsoft Excel
0%

National Average
$40,000

Customer Service
up arrow 1%

Financial Applications
up arrow 2%

Client Interaction
up arrow 3%

Job Satisfaction

Highly satisfied
Rated 4 out of 5
based on 54 votes.

Gender

Female
63 %
Male
37 %

Years of Experience

Less than 1 year
7%
1-4 years
56%
5-9 years
19%
10-19 years
14%
20 years or more
4%

Common Health Benefits

medical benefits Medical: 62% dental benefits Dental: 34%
vision benefits Vision: 20% employee benefits None: 37%