Financial Planning Assistant Salary
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How much does a Financial Planning Assistant make? The average Financial Planning Assistant salary is $61,489 as of June 27, 2024, but the salary range typically falls between $50,348 and $67,981. Salary ranges can vary widely depending on many important factors, including education, certifications, additional skills, the number of years you have spent in your profession. With more online, real-time compensation data than any other website, Salary.com helps you determine your exact pay target.
Salary range for a Financial Planning Assistant
$50,348 to $67,981
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What does a Financial Planning Assistant do?
Common responsibilities of a Financial Planning Assistant
Prepares and ensures new business paperwork processes successfully which may include preparing forms, obtaining appropriate signatures, preparing documentation to send to home office, tracking new applications, scanning checks for deposits.
April 15, 2022
Schedule, calendar and manage tasks and activities in database including task creation, documentation, follow-up, and completion verification with vendors and clients.
November 07, 2022
Creates value for Safelite by providing insights and recommendations related to company performance, preparing management reports, executive presentations, shareholder reports and board of director presentations.
January 21, 2023
Provides business insights and proactive recommendations on business, organizational, and process improvement opportunities.
March 16, 2023
Answer questions and provide readily available information to clients, if requested and as allowable, as it relates to servicing their accounts.
May 12, 2023
Manage incoming and outgoing communications (telephone, email and faxes) including review, log, sort and distribute incoming mail.
May 21, 2023
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Explore JobArchitectFinancial Planning Assistant Salary in Major Cities
This chart shows the salary comparison for Financial Planning Assistant between major cities. San Francisco City consistently ranks #1 as of June 27, 2024. Click on the chart to see the detail salary data for Financial Planning Assistant in each city.
Financial Planning Assistant Salary by Global Country
Financial Planning Assistant Salary by State
- Alaska
- Alabama
- Arkansas
- Arizona
- California
- Colorado
- Connecticut
- District of Columbia
- Delaware
- Florida
- Georgia
- Hawaii
- Iowa
- Idaho
- Illinois
- Indiana
- Kansas
- Kentucky
- Louisiana
- Massachusetts
- Maryland
- Maine
- Michigan
- Minnesota
- Missouri
- Mississippi
- Montana
- North Carolina
- North Dakota
- Nebraska
- New Hampshire
- New Jersey
- New Mexico
- Nevada
- New York
- Ohio
- Oklahoma
- Oregon
- Pennsylvania
- Rhode Island
- South Carolina
- South Dakota
- Tennessee
- Texas
- Utah
- Virginia
- Vermont
- Washington
- Wisconsin
- West Virginia
- Wyoming
Financial Planning Assistant Salary by City
Click to see the salary for Financial Planning Assistant in these major U.S. cities.
| City Name | Average Salary |
|---|---|
| San Francisco, CA | $76,862 |
| Washington, DC | $68,438 |
| Miami, FL | $59,337 |
| Chicago, IL | $64,502 |
| Boston, MA | $68,930 |
| New York, NY | $71,820 |
| Dallas, TX | $60,690 |
If you'd like know Financial Planning Assistant Salary in other cities, then please select a city in
Average Salary Range for Financial Planning Assistant
Average Base Salary
Core compensation
50348
67981
Average Total Cash Compensation
Includes base and annual incentives
What is the average salary for Financial Planning Assistant in 2024?
These charts show the average base salary (core compensation), as well as the average total cash compensation for the job of Financial Planning Assistant in the United States. The base salary for Financial Planning Assistant ranges from $50,348 to $67,981 with the average base salary of $61,489. The total cash compensation, which includes base, and annual incentives, can vary anywhere from $55,992 to $76,077 with the average total cash compensation of $68,334.
View Average Salary for Financial Planning Assistant as table
| Average Salary | Average Salary Range | |
|---|---|---|
| Base Salary | $61,489 | $50,348 - $67,981 |
| Bonus | $6,845 | $5,644 - $8,096 |
| Total Pay | $68,334 | $55,992 - $76,077 |
* Base Salary represents gross income before taxes and deductions. It does not include additional pay such as benefits, bonuses, profit sharing or commissions.
* Total Pay combines base salary, bonuses, profit sharing, tips, commissions, overtime pay and other forms of cash earnings, as applicable for this job.
Estimate Salary for Financial Planning Assistant online for free
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Please enter the following pay factors for Financial Planning Assistant, to get a real-time salary target.
If you want to get more detailed salary information, please view Professional Salary Report
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Comments about Financial Planning Assistant
What's the difference between Assistant Director, Financial Planning and Analysis and Financial Planning Assistant?
According to our latest salary estimation on June 27, 2024. The average salary of Financial Planning Assistant is $61,489, and the average salary of Assistant Director, Financial Planning and Analysis is $0. The average salary of Assistant Director, Financial Planning and Analysis is lower than Financial Planning Assistant. ( 2024-06-27 salary.com )
I am a Financial Planning Assistant, which location’s salary is higher, Auburn, AL or Bentonville, AR?
Bentonville, AR typically sees higher pay than Auburn, AL for Financial Planning Assistant. a Financial Planning Assistant Salary in Bentonville, AR is $55,586 as of June 27, 2024; a Financial Planning Assistant Salary in Auburn, AL is $54,234 as of June 27, 2024. ( 2024-06-27 salary.com )
Financial Planning Assistant Frequently Asked Questions
Why does the salary of a Financial Planning Assistant vary from city to city?
The cost of living is tied to salaries.
If the expenses are higher in a particular city, then the wage level will be higher as well to afford the people can opportunity to live there.
This is why you're always going to make more money in New York City for example, than in a small town. ( 2024-06-27 salary.com )
What are the Pay Factors for Financial Planning Assistant?
Salary ranges for a Financial Planning Assistant can vary widely, depending on the city and several other pay factors, including (but not limited to) education level, certifications, additional skills, and work experience.
Click here to view Eight Factors That Can Affect Your Pay ( 2024-06-27 salary.com )
How the Pay Factors Influence Your Pay?
Salaries are ultimately dictated by the position being applied to, and hiring company,
but there are several important pay factors that come into play based on your individual history that could impact your value to the company.
Salary.com's Personal Salary Report will analyze these factors for you to help you maximize your earning potential. ( 2024-06-27 salary.com )
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Learn more about: Compensation Packages, Employee Flight Risk, Gender Pay Gap, Job Openings for This Role
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Last Update: June 27, 2024