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Associate Financial Planner Salary

Average Associate Financial Planners in the United States make around $48K annually. Incomes of Associate Financial Planners vary widely depending on performance components; bonuses and profit sharing that can occasionally exceed $8K cause paychecks to spread between $38K on the low end and $74K on the high end. Geographic location is the biggest factor affecting pay for this group, followed by tenure. Women are just slightly outnumbered, with male Associate Financial Planners making up 57 percent of survey respondents. Although more than half have medical coverage and just over two-fifths have dental coverage, over a third claim no health benefits at all. The majority of workers are highly satisfied with their job. The data for this snapshot was collected from individuals who took PayScale's salary survey.

$36,749 - $69,908

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$14.46 - $29.80

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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.

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

Associate Financial Planners report using a diverse set of skills on the job. Most notably, facility with Financial Reporting and Financial Analysis are correlated to pay that is significantly above average, leading to increases of 31 percent and 4 percent, respectively. Skills that pay less than market rate include Financial Advisor, Microsoft Office, and Financial Applications. Those familiar with Financial Analysis also tend to know Financial Applications.

Pay Difference by Location

Home to some of the best pay for Associate Financial Planners, New York offers exceptional salaries, 34 percent above the national average. Associate Financial Planners will also find cushy salaries in Chicago (+7 percent) and Atlanta (+6 percent). Houston is the lowest-paying area, 10 percent south of the national average.

Key Stats for Associate Financial Planner

Skills That Affect Associate Financial Planner Salaries

Financial Reporting

up arrow31%

Financial Analysis

up arrow4%

Investment Planning

up arrow1%

Microsoft Excel

up arrow1%

Microsoft Word

up arrow2%

Customer Relationship Management (CRM)

up arrow3%

Financial Applications

up arrow5%up arrow5%

Financial Advisor

up arrow6%

Job Satisfaction

Extremely satisfied Rated 5 out of 5
based on 25 votes.

Gender

Years of Experience

14%
63%
14%
9%
1%

Common Health Benefits

vision benefits

Vision: 35%

dental benefits

None: 35%


Category: Advisor

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