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Financial Planning Assistant Salary (United States)

A Financial Planning Assistant earns an average salary of $40,611 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 Salary (?
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.
)
$30,304 - $52,355
(Median)
30K
41K
47K
52K
MEDIAN: $40,610
10%
50%
75%
90%
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Financial Planning Assistant Salary (?
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.
)
$12.87 - $22.32
(Median)
13
17
20
22
MEDIAN: $16.00
10%
50%
75%
90%
Add this chart to your site: 640px    300px

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
$30,304 - $52,355  
   
Bonus
$0.00 - $5,080  
Profit Sharing
$1,135 - $5,642  
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).
)
$30,134 - $53,294  
Country: United States | Currency: USD | Updated: 3 Sep 2014 | Individuals Reporting: 126
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
$12.87 - $22.32  
   
Overtime
$0.00 - $34.29  
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 - $5,080  
   
Profit Sharing
$1,135 - $5,642  
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).
)
$30,134 - $53,294  
Country: United States | Currency: USD | Updated: 3 Sep 2014 | Individuals Reporting: 71
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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 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.

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Experience Affects Financial Planning Assistant Salaries

Experienced
up arrow 10%
National Average
$40,000

Skills That Affect Financial Planning Assistant Salaries

Financial Analysis
up arrow 5%
Microsoft Excel
up arrow 2%
National Average
$40,000
Customer Relationship Management (CRM)
up arrow 1%
Customer Service
up arrow 2%
Client Interaction
up arrow 3%

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
20%
10-19 years
18%
20 years or more
5%

Common Health Benefits

medical benefits Medical: 63% dental benefits Dental: 35%
vision benefits Vision: 22% employee benefits None: 35%