Working as a Finance Planner

There is more than meets the eye when it comes to being a finance planner. For example, did you know that they make an average of $31.01 an hour? That's $64,503 a year!

Between 2018 and 2028, the career is expected to grow 7% and produce 19,100 job opportunities across the U.S.

What Does a Finance Planner Do

There are certain skills that many finance planners have in order to accomplish their responsibilities. By taking a look through resumes, we were able to narrow down the most common skills for a person in this position. We discovered that a lot of resumes listed analytical skills, math skills and sales skills.

When it comes to the most important skills required to be a finance planner, we found that a lot of resumes listed 16.1% of finance planners included financial aid, while 7.6% of resumes included retirement planning, and 6.7% of resumes included financial services. Hard skills like these are helpful to have when it comes to performing essential job responsibilities.

When it comes to searching for a job, many search for a key term or phrase. Instead, it might be more helpful to search by industry, as you might be missing jobs that you never thought about in industries that you didn't even think offered positions related to the finance planner job title. But what industry to start with? Most finance planners actually find jobs in the finance and professional industries.

How To Become a Finance Planner

If you're interested in becoming a finance planner, one of the first things to consider is how much education you need. We've determined that 53.2% of finance planners have a bachelor's degree. In terms of higher education levels, we found that 25.2% of finance planners have master's degrees. Even though most finance planners have a college degree, it's possible to become one with only a high school degree or GED.

Choosing the right major is always an important step when researching how to become a finance planner. When we researched the most common majors for a finance planner, we found that they most commonly earn bachelor's degree degrees or master's degree degrees. Other degrees that we often see on finance planner resumes include associate degree degrees or high school diploma degrees.

You may find that experience in other jobs will help you become a finance planner. In fact, many finance planner jobs require experience in a role such as finance advisor. Meanwhile, many finance planners also have previous career experience in roles such as customer service representative or administrative assistant.

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Average Salary$64,503
Job Growth Rate7%

Finance Planner Jobs

Finance Planner Career Paths

Top Careers Before Finance Planner
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Tell us your goals and we'll match you with the rights job to get there.

Average Salary for a Finance Planner

Finance Planners in America make an average salary of $64,503 per year or $31 per hour. The top 10 percent makes over $90,000 per year, while the bottom 10 percent under $45,000 per year.
Average Salary
$64,503

Best Paying Cities

City
Average Salary

Recently Added Salaries

Job TitleCompanyCompanyStart DateSalary
Financial Planner
Financial Planner
Adecco Staffing
Adecco Staffing
06/25/2020
06/25/2020
$35,47906/25/2020
$35,479
Financial Planner
Financial Planner
Adecco Staffing
Adecco Staffing
05/28/2020
05/28/2020
$35,47905/28/2020
$35,479
Associate Financial Planner
Associate Financial Planner
Robert Half
Robert Half
04/17/2020
04/17/2020
$65,00004/17/2020
$65,000
Financial Planner
Financial Planner
Adecco Staffing
Adecco Staffing
04/17/2020
04/17/2020
$35,47904/17/2020
$35,479
Financial Planner
Financial Planner
Randstad
Randstad
04/07/2020
04/07/2020
$35,47904/07/2020
$35,479
See More Recent Salaries

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Finance Planner Demographics

Gender

Male

56.3 %

Female

36.8 %

Unknown

6.8 %
Ethnicity

White

60.6 %

Hispanic or Latino

15.6 %

Black or African American

10.5 %
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Foreign Languages Spoken

Spanish

46.2 %

Mandarin

10.3 %

Chinese

9.4 %
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Finance Planner Education

Schools

University of South Florida

14.5 %

Arizona State University

7.9 %

Ashford University

6.1 %

Fordham University

5.1 %
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Majors

Business

32.6 %

Finance

22.0 %

Accounting

9.3 %

Economics

4.6 %
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Degrees

Bachelors

53.2 %

Masters

25.2 %

Associate

8.5 %

Certificate

4.9 %
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Entry Level Jobs For Becoming A Finance Planner

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Full Time
Part Time
Internship
Temporary

Top Skills For a Finance Planner

The skills section on your resume can be almost as important as the experience section, so you want it to be an accurate portrayal of what you can do. Luckily, we've found all of the skills you'll need so even if you don't have these skills yet, you know what you need to work on. Out of all the resumes we looked through, 16.1% of finance planners listed financial aid on their resume, but soft skills such as analytical skills and math skills are important as well.

Best States For a Finance Planner

Some places are better than others when it comes to starting a career as a finance planner. The best states for people in this position are New York, New Jersey, Alaska, and Oregon. Finance planners make the most in New York with an average salary of $77,440. Whereas in New Jersey and Alaska, they would average $63,084 and $61,524, respectively. While finance planners would only make an average of $60,359 in Oregon, you would still make more there than in the rest of the country. We determined these as the best states based on job availability and pay. By finding the median salary, cost of living, and using the Bureau of Labor Statistics' Location Quotient, we narrowed down our list of states to these four.

1. New York

Total Finance Planner Jobs:
573
Highest 10% Earn:
$151,000
Location Quotient:
1.13
Location Quotient is a measure used by the Bureau of Labor Statistics (BLS) to determine how concentrated a certain industry is in a single state compared to the nation as a whole. You can read more about how BLS calculates location quotients here

2. Oregon

Total Finance Planner Jobs:
142
Highest 10% Earn:
$116,000
Location Quotient:
1.15
Location Quotient is a measure used by the Bureau of Labor Statistics (BLS) to determine how concentrated a certain industry is in a single state compared to the nation as a whole. You can read more about how BLS calculates location quotients here

3. Michigan

Total Finance Planner Jobs:
531
Highest 10% Earn:
$110,000
Location Quotient:
2.07
Location Quotient is a measure used by the Bureau of Labor Statistics (BLS) to determine how concentrated a certain industry is in a single state compared to the nation as a whole. You can read more about how BLS calculates location quotients here
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Finance Planner Resumes

Designing and figuring out what to include on your resume can be tough, not to mention time-consuming. That's why we put together a guide that is designed to help you craft the perfect resume for becoming a finance planner. If you're needing extra inspiration, take a look through our selection of templates that are specific to your job.

At Zippia, we went through countless finance planner resumes and compiled some information about how best to optimize them. Here are some suggestions based on what we found, divided by the individual sections of the resume itself.

Learn How To Write a Finance Planner Resume

At Zippia, we went through countless finance planner resumes and compiled some information about how best to optimize them. Here are some suggestions based on what we found, divided by the individual sections of the resume itself.

View Detailed Information

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Top Finance Planner Employers

1. MetLife
4.8
Avg. Salary: 
$74,216
Finance Planners Hired: 
136+
2. American Express
4.8
Avg. Salary: 
$73,238
Finance Planners Hired: 
108+
3. Primerica
4.3
Avg. Salary: 
$73,297
Finance Planners Hired: 
95+
4. New York Life Insurance Company
4.8
Avg. Salary: 
$74,403
Finance Planners Hired: 
73+
5. Ernst & Young
4.3
Avg. Salary: 
$75,390
Finance Planners Hired: 
66+
6. Prudential Financial
4.7
Avg. Salary: 
$81,892
Finance Planners Hired: 
64+

Finance Planner Videos

Recently Added Finance Planner Jobs

Updated October 2, 2020