Financial Planning Assistant Salary

An average Financial Planning Assistant in the United States can expect to take home roughly $40K per year. Overall cash earnings of Financial Planning Assistants stretch from $31K near the bottom to $54K at the top, and the heftiest packages can encompass around $5K each from bonuses and profit sharing. Most Financial Planning Assistants like their work and job satisfaction is high. The majority of Financial Planning Assistants (66 percent) who took the survey are women. Not all workers are lucky enough to have benefits; in fact, more than a third are without coverage. Medical insurance is claimed by a majority and dental insurance is reported by over a third.

$31,157 - $53,726
(Median)
$31K
$40K
$54K
MEDIAN: $40,399
10%
50%
90%

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$12.58 - $22.35
(Median)
$13
$17
$22
MEDIAN: $17.00
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$19K$38K$57K
Salary
$31,157 - $53,726  
   
Bonus
$0.00 - $5,285  
Profit Sharing
$1,083 - $5,546  
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).
)
$30,787 - $54,467  
Country: United States | Currency: USD | Updated: 12 Jan 2016 | Individuals Reporting: 174
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
$12.58 - $22.35  
   
Overtime
$0.00 - $35.71  
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 - $5,285  
   
Commission
$10,700  
Profit Sharing
$1,083 - $5,546  
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).
)
$30,787 - $54,467  
Country: United States | Currency: USD | Updated: 12 Jan 2016 | Individuals Reporting: 89
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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 wide range of professional skills. Most notably, skills in Financial Analysis, Financial Reporting, Customer Relationship Management, and Microsoft Excel are correlated to pay that is above average. Skills that pay less than market rate include Client Interaction. Skill sets containing Microsoft Excel also tend to include Financial Analysis and Customer Relationship Management (CRM). It is often found that people who know Customer Service are also skilled in Customer Relationship Management (CRM) and Financial Analysis.

Related Job Salaries

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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%

Financial Reporting
up arrow 1%

National Average
$40,000

Customer Relationship Management (CRM)
up arrow 1%

Microsoft Excel
up arrow 1%

Financial Applications
up arrow 2%

Customer Service
up arrow 3%

Client Interaction
up arrow 4%

Job Satisfaction

Highly satisfied
Rated 4 out of 5
based on 53 votes.

Gender

Female
66 %
Male
34 %

Years of Experience

Less than 1 year
7%
1-4 years
58%
5-9 years
18%
10-19 years
13%
20 years or more
3%

Common Health Benefits

medical benefits
Medical: 60%
dental benefits
Dental: 36%
medical benefits
Vision: 22%
dental benefits
None: 38%
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