Financial Planning Assistant Salary

Financial Planning Assistants aren't exactly in the most profitable line of business; these folks earn a belt-tightening average of $40K annually. The range in cash compensation to Financial Planning Assistants ($30K to $54K) includes potential earnings of $6K each from bonuses and profit sharing in exceptional cases. Financial Planning Assistants survey participants are largely women, dominating at 67 percent. Job satisfaction is reported as high by the vast majority of workers. Although the greater part have medical coverage and over a third have dental coverage, more than a third claim no health benefits at all.

$30,316 - $53,115

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$12.85 - $21.67

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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$18K$36K$54K
Salary
$30,316 - $53,115  
   
Bonus
$0.00 - $5,517  
Profit Sharing
$1,061 - $5,362  
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).
)
$30,376 - $53,767  
Country: United States | Currency: USD | Updated: 18 Jul 2015 | Individuals Reporting: 153
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$12$24$36
Hourly Rate
$12.85 - $21.67  
   
Overtime
$0.00 - $34.03  
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$24K$48K$72K
Bonus
$0.00 - $5,517  
   
Profit Sharing
$1,061 - $5,362  
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).
)
$30,376 - $53,767  
Country: United States | Currency: USD | Updated: 18 Jul 2015 | Individuals Reporting: 85
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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 report using a pretty varied skill set on the job. Most notably, skills in Financial Analysis, Customer Relationship Management, Microsoft Excel, and Financial Applications are correlated to pay that is above average. Most people who know Customer Service also know Financial Analysis and Customer Relationship Management (CRM).

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Experience Affects Financial Planning Assistant Salaries



National Average
$40,000


Skills That Affect Financial Planning Assistant Salaries

Financial Analysis
up arrow 4%

Customer Relationship Management (CRM)
up arrow 1%

Microsoft Excel
0%

National Average
$40,000

Customer Service
up arrow 1%

Financial Applications
up arrow 1%

Client Interaction
up arrow 2%

Job Satisfaction

Extremely satisfied
Rated 5 out of 5
based on 47 votes.

Gender

Female
67 %
Male
33 %

Years of Experience

Less than 1 year
8%
1-4 years
56%
5-9 years
19%
10-19 years
13%
20 years or more
4%

Common Health Benefits

medical benefits Medical: 63% dental benefits Dental: 37%
vision benefits Vision: 22% employee benefits None: 35%
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