$49,579
Avg. Salary
$20.13
Avg. Hourly Rate

Average additional compensation:

$3,904

Bonus

$2,830

Profit Sharing

$7,500

Commission

What am I worth?
How should I pay?

The average pay for an Associate Financial Planner is $20.13 per hour.

The average pay for an Associate Financial Planner is $49,579 per year.

10%
$14.20
10%
$20.13
50%
$25.90
90%
90%
MEDIAN $20.13
10%
$37k
10%
$50k
50%
$67k
90%
90%
MEDIAN $49,579
$37,293 - $67,264
$37K
$50K
$67K
MEDIAN: $49,579
10%
50%
90%

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$14.20 - $25.90
$14
$20
$26
MEDIAN: $20.13
10%
50%
90%

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$0$71K
Salary $37,293 - $67,264
Bonus $980 - $8,217
Profit Sharing $912 - $8,751
Commission $0.00 - $49,665
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).
)
$38,492 - $71,278
  • Country: United States
  • Currency: USD
  • Updated: 17 May 2019
  • Individuals Reporting: 374
Hourly Data $0$42
Hourly Rate $14.20 - $25.90
Overtime $35.00
Annual Data $0$71K
Bonus $980 - $8,217
Commission $0.00 - $49,665
Profit Sharing $912 - $8,751
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).
)
$38,492 - $71,278
  • Country: United States
  • Currency: USD
  • Updated: 17 May 2019
  • Individuals Reporting: 36

Job Description for Associate Financial Planner

  • Assist financial planners and clients with the implementation of financial plans.
  • Work with bank personnel to increase sales through referrals.
  • Create and maintain client files.
  • Schedule appointments and assist clients with paperwork.

Associate Financial Planner Pay By Employer

$0$70K

$40,695

$41,881

Common Career Paths for Associate Financial Planner


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Associate Financial Planners often transition into Certified Financial Planner positions, for which compensation tends to be much higher. On average, Certified Financial Planners earn $66K per year.

Associate Financial Planner Job Listings

Popular Skills for Associate Financial Planner


Survey results suggest that Associate Financial Planners put a wide range of professional skills to use. Most notably, facility with Financial Reporting, Financial Advisor, and Client Interaction are correlated to pay that is significantly above average, leading to increases of 29 percent, 19 percent, and 9 percent, respectively. Skills that are correlated to lower pay, on the other hand, include Microsoft Office, Financial Applications, and Microsoft Word. Most people who know Financial Analysis also know Financial Applications.

Pay Difference by Location

23%

-13%

National Average: $51,369

Larger city markers indicate a job is popular in that location.

For those looking to make money, Associate Financial Planners in Portland enjoy an exceptional pay rate, 31 percent above the national average. Associate Financial Planners can also look forward to large paychecks in cities like New York (+26 percent), Anchorage (+20 percent), San Diego (+13 percent), and Charlotte (+13 percent). In Boston, salaries are 20 percent below the national average and represent the lowest-paying market. Two other places where employers offer below-median salaries are Vancouver (16 percent less) and Houston (11 percent less).

Related Job Salaries

Key Stats for Associate Financial Planner

Gender

Female
45 %
Male
55 %

Job Satisfaction

Extremely satisfied
Rated 5 out of 5
based on 71 votes.
Less than 1 year
12%
1-4 years
66%
5-9 years
16%
10-19 years
5%
20 years or more
1%

Experience Affects Associate Financial Planner Salaries

▲14%

▲8%

National Average
$51,000

▼3%

Skills That Affect Associate Financial Planner Salaries

Financial Reporting
▲26%

Financial Advisor
▲16%

Client Interaction
▲6%


Customer Relationship Management (CRM)
▲1%


National Average
$51,000





Job Satisfaction

Extremely satisfied
Rated 5 out of 5
based on 71 votes.

Gender

Female
45 %
Male
55 %

Years of Experience

Less than 1 year
12%
1-4 years
66%
5-9 years
16%
10-19 years
5%
20 years or more
1%

Common Health Benefits

medical benefits
Medical: 64%
dental benefits
Dental: 41%
vision benefits
Vision: 33%
no benefits
None: 34%