The average Financial Planning Assistant in the United States earns approximately $42K annually. With some bonuses approaching $6K and certain profit sharing proceeds approaching $6K, overall incomes of Financial Planning Assistants spread between $29K and $55K depending on individual performance. Unfortunately, some people in this line of work are without benefits — a little less than one-half lack coverage. On the flip side, a little over a half have medical insurance and over a third receive dental plans. Job satisfaction is high and work is enjoyable for most Financial Planning Assistants.

$30,331 - $52,873
$30K
$42K
$53K
MEDIAN: $41,611
10%
50%
90%

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$12.04 - $22.92
$12
$17
$23
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
$30,331 - $52,873  
   
Bonus
$502 - $6,219  
Profit Sharing
$613 - $5,758  
Commission
$8,400  
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).
)
$28,898 - $55,012  
Country: United States | Currency: USD | Updated: 18 Jan 2017 | Individuals Reporting: 97
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$13$26$39
Hourly Rate
$12.04 - $22.92  
   
Overtime
$34.97  
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$26K$52K$78K
Bonus
$502 - $6,219  
   
Commission
$8,400  
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).
)
$28,898 - $55,012  
Country: United States | Currency: USD | Updated: 18 Jan 2017 | Individuals Reporting: 49

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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

  • Assist in developing financial plans and analysis for clients.
  • Assist in tax return preparation and client correspondence.
  • Execute and follow-up on investment transactions.
  • Establish and maintain client accounts, and process service requests.

Financial Planning Assistant Job Listings

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Popular Skills for Financial Planning Assistant


Overall, survey participants reported applying a fair number of skills to their work. Most notably, skills in Financial Analysis, Financial Reporting, Customer Relationship Management, and Financial Applications are correlated to pay that is above average. Skills that are correlated to lower pay, on the other hand, include Microsoft Excel, Client Interaction, and Customer Service. It is often found that people who know Customer Relationship Management are also skilled in Financial Analysis. Most people familiar with Customer Service also know Microsoft Excel and Financial Analysis.

Related Job Salaries

Key Stats for Financial Planning Assistant

Gender

Female
70 %
Male
30 %

Job Satisfaction

Extremely satisfied
Rated 5 out of 5
based on 35 votes.
057
Less than 1 year
8%
1-4 years
58%
5-9 years
18%
10-19 years
14%
20 years or more
2%
Location:
Years in Fields/Career:
United States (change)

Experience Affects Financial Planning Assistant Salaries



National Average
$41,000


Skills That Affect Financial Planning Assistant Salaries


Customer Relationship Management (CRM)
0%

Financial Reporting
0%

National Average
$41,000


Financial Applications
up arrow 3%

Client Interaction
up arrow 4%


Job Satisfaction

Extremely satisfied
Rated 5 out of 5
based on 35 votes.

Gender

Female
70 %
Male
30 %

Years of Experience

Less than 1 year
8%
1-4 years
58%
5-9 years
18%
10-19 years
14%
20 years or more
2%

Common Health Benefits

medical benefits
Medical: 52%
dental benefits
Dental: 36%
vision benefits
Vision: 26%
dental benefits
None: 47%
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