How much does a Financial Planning Assistant make? The average Financial Planning Assistant salary is $40,673 as of October 28, 2020, but the salary range typically falls between $36,336 and $45,569. 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 an Financial Planning Assistant
$36,336 to $45,569
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What does a Financial Planning Assistant do?
Financial Planning Assistant
Answer questions and provide readily available information to clients, if requested and as allowable, as it relates to servicing their accounts.
October 28, 2019
Monitor external appropriations and allotments, and maintain the University's external operating plan.
February 12, 2020
Manage incoming and outgoing communications (telephone, email and faxes) including review, log, sort and distribute incoming mail.
March 21, 2020
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 04, 2020
Communicates effectively with leaders and finance team members regarding all financial planning and analysis related matters.
May 18, 2020
Demonstrated ability to be articulate, very flexible, polished and comfortable in fast-paced environment.
May 21, 2020
Provides business insights and proactive recommendations on business, organizational, and process improvement opportunities.
May 31, 2020
Financial 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 October 28, 2020. Click on the chart to see the detail salary data for Financial Planning Assistant in each city.
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 | $50,841 |
| Washington, DC | $45,277 |
| Miami, FL | $39,595 |
| Chicago, IL | $43,149 |
| Boston, MA | $45,826 |
| New York, NY | $48,929 |
| Dallas, TX | $40,408 |
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
36336
45569
Average Total Cash Compensation
Includes base and annual incentives
What is the average salary for Financial Planning Assistant in 2020?
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 $36,336 to $45,569 with the average base salary of $40,673. The total cash compensation, which includes base, and annual incentives, can vary anywhere from $37,032 to $46,660 with the average total cash compensation of $41,566.
View Average Salary for Financial Planning Assistant as table
| Average Salary | Average Salary Range | |
|---|---|---|
| Base Salary | $40,673 | $36,336 - $45,569 |
| Bonus | $893 | $696 - $1,091 |
| Total Pay | $41,566 | $37,032 - $46,660 |
* 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
Salary.com Estimate Salary Tool provides free, accurate and real-time salary for thousands of careers. 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 Financial Planning Associate and Financial Planning Assistant?
According to our latest salary estimation on October 28, 2020. The average salary of Financial Planning Assistant is $40,673, and the average salary of Financial Planning Associate is $56,125. The average salary of Financial Planning Associate is higher than Financial Planning Assistant. ( 2020-10-28 salary.com )
I am a Financial Planning Assistant, which location’s salary is higher, Barnstable, MA or New Britain, CT?
New Britain, CT typically sees higher pay than Barnstable, MA for Financial Planning Assistant. a Financial Planning Assistant Salary in New Britain, CT is $43,927 as of October 28, 2020; a Financial Planning Assistant Salary in Barnstable, MA is $42,890 as of October 28, 2020. ( 2020-10-28 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. ( 2020-10-28 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 ( 2020-10-28 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. ( 2020-10-28 salary.com )
Learn more about: Compensation Packages, Employee Flight Risk, Gender Pay Gap, Job Openings for This Role
Last Update: October 28, 2020