Financial Planning Analyst Salary

Financial Planning Analysts in the United States can expect wages of $61K per year on average. Total cash compensation to Financial Planning Analysts bottoms out near $47K and approaches $89K on the high end; the biggest paychecks include approximately $9K from bonuses and almost $10K from profit sharing. The most important factor affecting compensation for this group is residence, followed by the company and tenure. More than half of Financial Planning Analysts (63 percent) survey respondents are men. Job satisfaction is reported as high by the vast majority of workers. A large number report receiving medical coverage from their employers and a fair number collect dental insurance.

$46,166 - $84,563
$46K
$61K
$85K
MEDIAN: $60,903
10%
50%
90%

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$21.06 - $35.42
$23
MEDIAN: $22.88
50%

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$0$88K
Salary $46,166 - $84,563
Bonus $0.00 - $8,233
Profit Sharing $9.70 - $3,275
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).
)
$47,143 - $88,661
  • Country: United States
  • Currency: USD
  • Updated: 21 Sep 2017
  • Individuals Reporting: 275
Hourly Data $0$40
Hourly Rate $22.88
Overtime $36.36
Annual Data $0$88K
Bonus $0.00 - $8,233
Profit Sharing $9.70 - $3,275
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).
)
$47,143 - $88,661
  • Country: United States
  • Currency: USD
  • Updated: 21 Sep 2017
  • Individuals Reporting: 8

Find Out Exactly What You Should Be Paid

United States (change)

Job Description for Financial Planning Analyst

The people who study potential areas for investment (such as technology, utilities, real estate, and many others) and attempt to forecast how strong those markets will be going forward are financial planning analysts. Financial planning analysts look at industry data from the market sector to which they are assigned and attempt to forecast trends. They also look at any legislation, regulations, or court cases that might affect their respective field of analysis. The analyst also looks at the economy in general and attempts to help other members of a financial institution's planning and investment team best invest the firm's money and determine how to advise clients. Financial planning analysts typically work in an office environment in banks or investment houses, normally during regular business hours.

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Financial Planning Analyst Tasks

  • Create financial strategies for customers in line with their desires and resources.
  • Manage client relationships and grow customer base.
  • Assess trends in client and market behavior and modify strategies to optimize financial growth.
  • Manage portfolios and update customers on current or future developments.

Common Career Paths for Financial Planning Analyst


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Financial Planning Analysts often transition into Senior Financial Analyst positions, for which compensation tends to be much higher. On average, Senior Financial Analysts earn $76K per year.

Financial Planning Analyst Job Listings

Popular Employer Salaries for Financial Planning Analyst


Popular Skills for Financial Planning Analyst


Survey participants wield an impressively varied skill set on the job. Most notably, skills in Budget Management, Financial Reporting, Forecasting, and Microsoft Excel are correlated to pay that is above average. At the other end of the pay range are skills like Valuation, Cash Flow Management, and Process Improvement. It is often found that people who know Financial Analysis are also skilled in Microsoft Excel.

Pay Difference by Location

National Average: $62,138

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

Atlanta is home to an above-average pay rate for Financial Planning Analysts, 26 percent higher than the national average. Financial Planning Analysts will also find cushy salaries in Seattle (+26 percent) and Houston (+17 percent). Trailing the national average by 18 percent, Pittsburgh is the market with the smallest paychecks. Below-median salaries also turn up in Chicago and St. Louis (15 percent lower and 11 percent lower, respectively).

Related Job Salaries

Key Stats for Financial Planning Analyst

Gender

Female
37 %
Male
63 %

Job Satisfaction

Highly satisfied
Rated 4 out of 5
based on 46 votes.
Less than 1 year
7%
1-4 years
60%
5-9 years
21%
10-19 years
11%
20 years or more
1%
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Location:
Years in Fields/Career:
United States (change)

Experience Affects Financial Planning Analyst Salaries

▲24%

▲19%

National Average
$62,000

▼5%

Skills That Affect Financial Planning Analyst Salaries


▼0%


National Average
$62,000

Financial Modeling
▼2%


Financial Analysis
▼3%

▼4%


Process Improvement
▼8%


Valuation
▼12%

Job Satisfaction

Highly satisfied
Rated 4 out of 5
based on 46 votes.

Gender

Female
37 %
Male
63 %

Years of Experience

Less than 1 year
7%
1-4 years
60%
5-9 years
21%
10-19 years
11%
20 years or more
1%

Common Health Benefits

medical benefits
Medical: 85%
dental benefits
Dental: 76%
vision benefits
Vision: 67%
no benefits
None: 13%
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