Avg. Base Salary (USD)
The average salary for a Financial Planning Assistant is $47,796 in 2025
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What Do Financial Planning Assistants Do?
- 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.
Common Health Benefits for a Financial Planning Assistant
Gender Breakdown for Financial Planning Assistants
FAQs About Financial Planning Assistants
What is the highest pay for Financial Planning Assistants in Portland?
Our data indicates that the highest pay for a Financial Planning Assistant in Portland is $NaN / year
What is the lowest pay for Financial Planning Assistants in Portland?
Our data indicates that the lowest pay for a Financial Planning Assistant in Portland is $NaN / year
How can Financial Planning Assistants increase their salary?
Increasing your pay as a Financial Planning Assistant is possible in different ways. Change of employer: Consider a career move to a new employer that is willing to pay higher for your skills. Level of Education: Gaining advanced degrees may allow this role to increase their income potential and qualify for promotions. Managing Experience: If you are a Financial Planning Assistant that oversees more junior Financial Planning Assistants, this experience can increase the likelihood to earn more.