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Financial Planning Assistant Salary

Pay for Financial Planning Assistants in the United States is very modest at just $40K per year. Overall cash earnings of Financial Planning Assistants stretch from $30K near the bottom to $53K at the top, and the heftiest packages can encompass around $5K each from bonuses and profit sharing. Unfortunately, some people in this line of work are without benefits — more than a third lack coverage. On the flip side, the larger part have medical insurance and over a third receive dental plans. More than half of Financial Planning Assistants (66 percent) survey participants are women. Job satisfaction is reported as high by the vast majority of workers.

$30,491 - $53,108
(Median)
$30K
$40K
$53K
MEDIAN: $39,879
10%
50%
90%

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$13.12 - $21.89
(Median)
$13
$17
$22
MEDIAN: $16.00
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
$30,491 - $53,108  
   
Bonus
$0.00 - $5,174  
Profit Sharing
$1,057 - $5,387  
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).
)
$30,374 - $53,373  
Country: United States | Currency: USD | Updated: 2 May 2015 | Individuals Reporting: 143
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
$13.12 - $21.89  
   
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 - $5,174  
   
Profit Sharing
$1,057 - $5,387  
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).
)
$30,374 - $53,373  
Country: United States | Currency: USD | Updated: 2 May 2015 | Individuals Reporting: 85

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United States (change)


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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


Survey results suggest that Financial Planning Assistants use a fairly large toolkit of professional skills. Most notably, skills in Financial Analysis, Microsoft Excel, Customer Relationship Management, and Customer Service are correlated to pay that is above average. The majority of those who know Customer Service also know Customer Relationship Management (CRM) and Microsoft Excel. Skill sets containing Financial Analysis also tend to include Microsoft Excel and Customer Relationship Management (CRM).

Related Job Salaries

United States (change)

Experience Affects Financial Planning Assistant Salaries

Experienced
up arrow 12%


National Average
$40,000


Skills That Affect Financial Planning Assistant Salaries

Financial Analysis
up arrow 4%

Microsoft Excel
up arrow 1%

Customer Relationship Management (CRM)
0%

Customer Service
0%

National Average
$40,000

Financial Applications
up arrow 1%

Client Interaction
up arrow 2%

Job Satisfaction

Highly satisfied
Rated 4 out of 5
based on 49 votes.

Gender

Female
66 %
Male
34 %

Years of Experience

Less than 1 year
8%
1-4 years
56%
5-9 years
18%
10-19 years
14%
20 years or more
4%

Common Health Benefits

medical benefits Medical: 62% dental benefits Dental: 35%
vision benefits Vision: 21% employee benefits None: 36%
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