Financial Planner Assistant Salary in the United States

How much does a Financial Planner Assistant make in the United States?

As of October 01, 2026, the average salary for a Financial Planner Assistant in the United States is $63,571 per year, which breaks down to an hourly rate of $31.

However, a Financial Planner Assistant's salary can vary significantly. Here’s a look at the typical salary range:

  • Top Earners (90th percentile): $77,910
  • Majority Range (25th-75th percentile): $55,790 to $71,077
  • Entry-Level (10th percentile): $48,706

Key Factors That Influence Financial Planner Assistant Salaries

A Financial Planner Assistant's salary isn't a fixed number. It's shaped by several important factors. Below, we'll explore how your years of experience, geographic location, education and company size can directly affect your earning potential.

How Experience Level Affects Financial Planner Assistant Salaries?

Experience is a primary driver of a Financial Planner Assistant's salary. As you build your skills and take on more complex tasks, your compensation generally increases. Here's how the average salary grows at different career stages:

  • Entry-Level (less than 1 year): $62,815
  • Early Career (1-2 years): $64,111
  • Mid-Level (2-4 years): $66,753
  • Senior-Level (5-8 years): $67,114
  • Expert (over 8 years): $67,714
Levels Salary
Entry Level Financial Planner Assistant$62,815
Intermediate Level Financial Planner Assistant$64,111
Senior Level Financial Planner Assistant$66,753
Specialist Level Financial Planner Assistant$67,114
Expert Level Financial Planner Assistant$67,714

How Do Financial Planner Assistant Salaries Vary from State to State?

Your salary can change significantly depending on where you work. States with a higher cost of living and strong industrial sectors often pay more to attract Financial Planner Assistants. For example, consider the average annual salaries in these key locations:
  • District of Columbia: $70,386.
  • California: $70,119.
  • Massachusetts: $69,184.

Top Paying Cities for Financial Planner Assistants

Salaries can also vary between different cities. Major metropolitan areas or cities with a high demand for technicians often offer more competitive pay. Here are a few examples of average annual salaries in different U.S. cities:

  • San Jose: $80,182
  • San Francisco: $79,304
  • Oakland: $77,633

What Skills Can Increase a Financial Planner Assistant's Salary?

Demanded Skills for the Role:

  • Customer Service (Mentioned in 6.77% Job Postings): Customer service is the provision of service to customers before, during and after a purchase. The perception of success of such interactions is dependent on employees "who can adjust themselves to the personality of the guest". Customer service concerns the priority an organization assigns to customer service relative to components such as product innovation and pricing. In this sense, an organization that values good customer service may spend more money in training employees than the average organization or may proactively interview customers for feedback. From the point of view of an overall sales process engineering effort, customer service plays an important role in an organization's ability to generate income and revenue. From that perspective, customer service should be included as part of an overall approach to systematic improvement. One good customer service experience can change the entire perception a customer holds towards the organization.
  • Packaging (Mentioned in 2.26% Job Postings): Preparing products through wrapping or bottling to protect the goods from damages during transportation and storage.
  • Digital Marketing (Mentioned in 1.63% Job Postings): Digital marketing is the marketing of products or services using digital technologies, mainly on the Internet, but also including mobile phones, display advertising, and any other digital medium. Digital marketing's development since the 1990s and 2000s has changed the way brands and businesses use technology for marketing. As digital platforms are increasingly incorporated into marketing plans and everyday life, and as people use digital devices instead of visiting physical shops, digital marketing campaigns are becoming more prevalent and efficient. Digital marketing methods such as search engine optimization (SEO), search engine marketing (SEM), content marketing, influencer marketing, content automation, campaign marketing, data-driven marketing, e-commerce marketing, social media marketing, social media optimization, e-mail direct marketing, Display advertising, e–books, and optical disks and games are becoming more common in our advancing technology. In fact, digital marketing now extends to non-Internet channels that provide digital media, such as mobile phones (SMS and MMS), callback, and on-hold mobile ring tones. In essence, this extension to non-Internet channels helps to differentiate digital marketing from online marketing, another catch-all term for the marketing methods mentioned above, which strictly occur online.
Skills Demand Percentage
Customer Service 6.77%
Packaging 2.26%
Digital Marketing 1.63%

What skills can make your compensation higher?

Mastering certain specialized skills can lead to a significant increase in pay. Here are examples of skills and the potential impact they can have on a Financial Planner Assistant's salary.

  • Project Management: Can increase your salary by up to 17%.
  • Team Operations: Can increase your salary by up to 14%.
  • Onboarding: Can increase your salary by up to 12%.
Skill Salary Salary % Increase
Project Management $74,378
17%
Team Operations $72,471
14%
Onboarding $71,200
12%

Financial Planner Assistant Salary by Industry: Top Paying Sectors

For Financial Planner Assistant roles, the industry you choose can impact your earning potential by as much as 20% (the gap between the highest and lowest paying industries). Data shows that the highest-paying industry, Edu., Gov't. & Nonprofit, offers compensation 10% above the average. Conversely, Financial Planner Assistant positions in Business Services typically offer lower base pay, as this sector often view Financial Planner Assistant as a support function rather than a direct revenue driver.

The top paying industry for a Financial Planner Assistant

Industry Sector Average Annual Salary Average Hourly Rate Pay vs.Avg
Edu., Gov't. & Nonprofit$69,928$34.010%

How Education impacts a Financial Planner Assistant's Salary?

Your level of education can impact your salary potential. While many Financial Planner Assistants enter the field with a Associate's Degree degree, higher education can lead to more specialized and higher-paying roles.

According to our 100% employer-reported salary data, the median salary for a Financial Planner Assistant with a Associate's Degree is between $55,568 and $61,849).

Financial Planner Assistant Salaries by Degree Level

Typical Education for Financial Planner Assistant
Degree Level % of user with this level of education
No Diploma 0.7%
High School 16.1%
Associates 13.0%
Bachelors 59.6%
Masters 10.6%
Doctorate 0.0%

Financial Planner Assistant Salary: Hourly Rate, Weekly Pay, and Monthly Pay

Understanding how a Financial Planner Assistant's annual salary breaks down can help with budgeting. Below, you can see the average hourly rate, weekly pay, and monthly pay for this role. Use the buttons to switch between different pay periods.

Last Updated on October 01, 2026
$55,790
Average $63,571/year
$71,077
$4,649
Average $5,298/month
$5,923
$1,073
Average $1,223/week
$1,367
$27
Average $31/hour
$34
Annual Salary Monthly Pay Weekly Pay Hourly Wage
75th Percentile $71,077 $5,923 $1,367 $34
Average $63,571 $5,298 $1,223 $31
25th Percentile $55,790 $4,649 $1,073 $27

Most common benefits for Financial Planner Assistant

  • Social Security
  • 401 (k)
  • Disability
  • Healthcare
  • Pension
  • Time Off (days)

Common company salaries for Financial Planner Assistant

Here are companies hiring for Financial Planner Assistant and their salaries, click below for more details.

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FAQ about Financial Planner Assistant

1. What industry pays the highest salary for Financial Planner Assistant?

The Edu., Gov't. & Nonprofit industry offers the highest average compensation for Financial Planner Assistant roles, with salaries approximately 10% above the market median.

Where Does Our Salary Data Come From?

Salary.com provides salary estimates, histograms, trends, and comparisons using data from employer job postings and third-party sources.

We offer detailed salary information across multiple percentiles for your reference. (Click here to learn Why the Salary Midpoint Formula Is Crucial for Achieving Pay Equity.)

With the most extensive online, real-time compensation data available, Salary.com helps you pinpoint your exact pay target.

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