Financial Planning Assistants in the United States can expect wages of $41K annually on average. In the world of Financial Planning Assistants, total cash compensation can vary between $28K and $55K. Each package generally includes bonuses and profit sharing proceeds, and in exceptional cases, those amounts can reach heights of $7K and $6K, respectively. Female Financial Planning Assistants survey participants are more prevalent than men — 65 percent of professionals. Some workers in this field — just over two-fifths — are not awarded benefits. Medical coverage is reported by more than half and dental plans are enjoyed by over a third. Job satisfaction is high and work is enjoyable for most Financial Planning Assistants. The data for this snapshot was collected from individuals who took PayScale's salary survey.

$30,384 - $53,169
(Median)
$30K
$41K
$53K
MEDIAN: $41,077
10%
50%
90%

Add this chart to your site: 640px    300px

$12.04 - $23.71
(Median)
$12
$17
$24
MEDIAN: $16.00
10%
50%
90%

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$19K$38K$57K
Salary
$30,384 - $53,169  
   
Bonus
$125.00 - $6,750  
Profit Sharing
$613 - $5,758  
Commission
$10,700  
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).
)
$28,464 - $55,357  
Country: United States | Currency: USD | Updated: 28 Oct 2016 | Individuals Reporting: 92
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
$12.04 - $23.71  
   
Overtime
$33.73  
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
$125.00 - $6,750  
   
Commission
$10,700  
Profit Sharing
$613 - $5,758  
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).
)
$28,464 - $55,357  
Country: United States | Currency: USD | Updated: 28 Oct 2016 | Individuals Reporting: 49
United States (change)

Find Out Exactly What You Should Be Paid

United States (change)


Employers: Start Here »

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.

Read More...

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.

Administrative Assistant Job Listings

Search for more jobs:

Popular Skills for Financial Planning Assistant


Financial Planning Assistants seem to require a number of specific skills. Most notably, skills in Financial Analysis, Customer Relationship Management, Financial Applications, and Financial Reporting are correlated to pay that is above average. Skills that are correlated to lower pay, on the other hand, include Microsoft Excel, Customer Service, and Client Interaction. Most people familiar with Customer Service also know Microsoft Excel and Financial Analysis. Most people who know Customer Relationship Management also know Financial Analysis.

Related Job Salaries

United States (change)

Find Out Exactly What You Should Be Paid

United States (change)


Employers: Start Here »

Experience Affects Financial Planning Assistant Salaries



National Average
$41,000


Skills That Affect Financial Planning Assistant Salaries


Customer Relationship Management (CRM)
up arrow 1%

National Average
$41,000

Financial Applications
up arrow 2%

Financial Reporting
up arrow 3%

Client Interaction
up arrow 4%


Microsoft Excel
up arrow 5%

Job Satisfaction

Extremely satisfied
Rated 5 out of 5
based on 31 votes.

Gender

Female
65 %
Male
35 %

Years of Experience

Less than 1 year
8%
1-4 years
58%
5-9 years
18%
10-19 years
13%
20 years or more
3%

Common Health Benefits

medical benefits
Medical: 53%
dental benefits
Dental: 37%
medical benefits
Vision: 25%
dental benefits
None: 45%
ADVERTISEMENT