Financial Planning Assistant Salary

Financial Planning Assistants in the United States can expect to earn an average of $41K per year. Total cash earnings of Financial Planning Assistants range from $30K on the low end to $54K on the high end; the final amount can include bonuses and profit sharing proceeds that occasionally exceed $5K and $10K, respectively. Job satisfaction for Financial Planning Assistants is high. Men are in the minority of survey respondents, with female Financial Planning Assistants making up 74 percent. Although approximately half have medical coverage and one-third have dental coverage, about one-half claim no health benefits at all.

$30,590 - $50,854
$31K
$41K
$51K
MEDIAN: $40,786
10%
50%
90%

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$12.17 - $25.76
$12
$18
$26
MEDIAN: $18.02
10%
50%
90%

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$0$53K
Salary $30,590 - $50,854
Bonus $490.94 - $5,128
Profit Sharing $618 - $9,987
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).
)
$29,987 - $53,925
  • Country: United States
  • Currency: USD
  • Updated: 20 Sep 2017
  • Individuals Reporting: 85
Hourly Data $0$40
Hourly Rate $12.17 - $25.76
Overtime $27.18 - $40.32
Annual Data $0$53K
Bonus $490.94 - $5,128
Profit Sharing $618 - $9,987
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).
)
$29,987 - $53,925
  • Country: United States
  • Currency: USD
  • Updated: 20 Sep 2017
  • Individuals Reporting: 44

Find Out Exactly What You Should Be Paid

United States (change)

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

Popular Skills for Financial Planning Assistant


Financial Planning Assistants report using a diverse set of skills on the job. 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, Customer Service, and Client Interaction. The majority of those who know Customer Service also know Microsoft Excel and Financial Analysis. The majority of those who know Customer Relationship Management also know Financial Analysis.

Related Job Salaries

Key Stats for Financial Planning Assistant

Gender

Female
74 %
Male
26 %

Job Satisfaction

Extremely satisfied
Rated 5 out of 5
based on 40 votes.
Less than 1 year
8%
1-4 years
55%
5-9 years
20%
10-19 years
15%
20 years or more
2%
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Location:
Years in Fields/Career:
United States (change)

Experience Affects Financial Planning Assistant Salaries

▲16%

▲1%

National Average
$41,000

▼7%

Skills That Affect Financial Planning Assistant Salaries


National Average
$41,000


Financial Reporting
▼2%

Financial Applications
▼4%

Client Interaction
▼5%



Job Satisfaction

Extremely satisfied
Rated 5 out of 5
based on 40 votes.

Gender

Female
74 %
Male
26 %

Years of Experience

Less than 1 year
8%
1-4 years
55%
5-9 years
20%
10-19 years
15%
20 years or more
2%

Common Health Benefits

medical benefits
Medical: 52%
dental benefits
Dental: 33%
vision benefits
Vision: 24%
no benefits
None: 46%
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