Financial Planning Assistant Salary (United States)

A Financial Planning Assistant earns an average salary of $40,515 per year. For the first five to ten years in this position, salary increases modestly, but any additional experience does not have a big effect on pay. Most people move on to other jobs if they have more than 20 years' experience in this field.
Financial Planning Assistant Total Pay (?
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.
)
$30,252 - $52,443
(Median)
30K
41K
47K
52K
MEDIAN: $40,515
10%
50%
75%
90%
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Financial Planning Assistant Total Pay (?
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.
)
$12.36 - $22.32
(Median)
12
15
17
20
22
MEDIAN: $16.00
10%
25%
50%
75%
90%
Add this chart to your site

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
$30,252 - $52,443  
   
Bonus
$0.00 - $5,106  
Profit Sharing
$1,120 - $5,319  
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).
)
$29,952 - $53,682  
PayScale
Country: United States | Currency: USD | Updated: 11 Jun 2014 | Individuals Reporting: 195
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
$12.36 - $22.32  
   
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 - $5,106  
   
Profit Sharing
$1,120 - $5,319  
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).
)
$29,952 - $53,682  
PayScale
Country: United States | Currency: USD | Updated: 11 Jun 2014 | Individuals Reporting: 195
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Job Description for Financial Planning Assistant

  • 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

Pay by Experience Level for Financial Planning Assistant

Median of all compensation (including tips, bonus, and overtime) by years of experience.

Financial Planning Assistant Reviews

What is it like working as a Financial Planning Assistant at Ameriprise Financial, Inc.?
Financial Planning Assistant in Folsom:
"Review Salary."
Pros: Money movement, placing trades, account maintenance, prepping for meeting, analyzing funds, working with the clients, running reports and updating annual financial plans.
Cons: Interuptions, where I sit has lots of distractions. Marketing and seminar event planning.

Related Job Salaries

Experience Affects Financial Planning Assistant Salaries

Late-Career
up arrow 14%
Experienced
up arrow 10%
National Average
$40,000

Skills That Affect Financial Planning Assistant Salaries

Financial Analysis
up arrow 6%
Microsoft Excel
up arrow 2%
Customer Relationship Management (CRM)
0%
National Average
$40,000
Customer Service
up arrow 1%
Client Interaction
up arrow 2%

Job Satisfaction

Highly satisfied Image
Highly satisfied
Rated 4 out of 5 based on 51 votes.

Gender

Female
70%
female alumni
 
Male
30%
male alumni

Years of Experience

Less than 1 year
7%
1-4 years
50%
5-9 years
19%
10-19 years
19%
20 years or more
5%

Common Health Benefits

medical benefits Medical: 62% dental benefits Dental: 35%
vision benefits Vision: 22% employee benefits None: 36%
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