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What is a Finance Planner

A financial planner's job is to provide financial consulting services to help clients with their financial objectives and goals. You are to examine the financial statements of a company to identify risks, rewards, and opportunities. Your job roles include managing client's finances, creating financial plans and budgets for clients, and developing strategies to help clients maintain their financial goals. You will also need to build working relationships with clients, analyze the current financial status of the company and understand the specific needs, work with a team of staff to keep track of records and file updates and stay updated on the latest practices and financial products.

You need a bachelor's degree in accounting, finance or a related field and at least three years of experience for this job. Strong sales and financial background are also required. You should possess excellent interpersonal skills, verbal and written communication skills, and efficient problem-solving skills. Your average annual salary will be $69,180.

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 $31.26 an hour? That's $65,026 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 Interpersonal skills, Sales skills and Speaking skills.

Learn more about what a Finance Planner does

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 72.6% of Finance Planners have a bachelor's degree. In terms of higher education levels, we found that 11.0% 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.

What is the right job for my career path?

Tell us your goals and we'll match you with the right jobs to get there.

And if you’re looking for a job, here are the five top employers hiring now:

  1. Morgan Stanley Jobs (24)
  2. Ernst & Young Jobs (66)
  3. New York Life Insurance Jobs (72)
  4. Primerica Jobs (33)
  5. Prudential Financial Jobs (66)
Average Salary
$65,026
Average Salary
Job Growth Rate
7%
Job Growth Rate
Job Openings
100,894
Job Openings
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Average Salary for a Finance Planner

Finance Planners in America make an average salary of $65,026 per year or $31 per hour. The top 10 percent makes over $112,000 per year, while the bottom 10 percent under $37,000 per year.
Average Salary
$65,026
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12 Finance Planner Resume Examples

Learn How To Write a Finance Planner Resume

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

View Finance Planner Resume Examples And Templates

And if you’re looking for a job, here are the five top employers hiring now:

  1. Morgan Stanley Jobs (24)
  2. Ernst & Young Jobs (66)
  3. New York Life Insurance Jobs (72)
  4. Primerica Jobs (33)
  5. Prudential Financial Jobs (66)

Choose From 10+ Customizable Finance Planner Resume templates

Zippia allows you to choose from different easy-to-use Finance Planner templates, and provides you with expert advice. Using the templates, you can rest assured that the structure and format of your Finance Planner resume is top notch. Choose a template with the colors, fonts & text sizes that are appropriate for your industry.

Finance Planner Resume
Finance Planner Resume
Finance Planner Resume
Finance Planner Resume
Finance Planner Resume
Finance Planner Resume
Finance Planner Resume
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Finance Planner Resume
Finance Planner Resume
Finance Planner Resume
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Finance Planner Resume
Finance Planner Resume

Finance Planner Demographics

Finance Planner Gender Distribution

Male
Male
62%
Female
Female
38%

After extensive research and analysis, Zippia's data science team found that:

  • Among Finance Planners, 38.0% of them are women, while 62.0% are men.

  • The most common race/ethnicity among Finance Planners is White, which makes up 76.2% of all Finance Planners.

  • The most common foreign language among Finance Planners is Spanish at 46.2%.

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Finance Planner Education

Finance Planner Majors

30.1 %
18.2 %

Finance Planner Degrees

Bachelors

72.6 %

Masters

11.0 %

Associate

10.9 %

Top Colleges for Finance Planners

1. University of Pennsylvania

Philadelphia, PA • Private

In-State Tuition
$55,584
Enrollment
10,764

2. University of Minnesota - Twin Cities

Minneapolis, MN • Private

In-State Tuition
$14,760
Enrollment
31,451

3. Howard University

Washington, DC • Private

In-State Tuition
$26,756
Enrollment
6,166

4. Northwestern University

Evanston, IL • Private

In-State Tuition
$54,568
Enrollment
8,451

5. Pennsylvania State University

University Park, PA • Private

In-State Tuition
$18,454
Enrollment
40,108

6. University of Southern California

Los Angeles, CA • Private

In-State Tuition
$56,225
Enrollment
19,548

7. SUNY at Binghamton

Vestal, NY • Private

In-State Tuition
$9,808
Enrollment
13,990

8. Villanova University

Villanova, PA • Private

In-State Tuition
$53,308
Enrollment
6,819

9. San Diego State University

San Diego, CA • Private

In-State Tuition
$7,488
Enrollment
30,018

10. University of Wisconsin - Madison

Madison, WI • Private

In-State Tuition
$10,555
Enrollment
30,360
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Online Courses For Finance Planner That You May Like

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Financial Analysis of Insurance Companies Professional Certificate Examination
edX (Global)

Ready to earn a professional certificate and stand out in your field? If you've gained a clear, comprehensive understanding of the courses, your next step is to complete the Financial Analysis of Insurance Companies Professional Certificate Examination from the New York Institute of Finance. The exam comprises 24 questions, timed at one hour. To qualify for the certificate, learners must receive a grade of at least 70% or higher. Prerequisite for this exam: Earn a Verified Certificate in all...

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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, 17.2% of Finance Planners listed Financial Aid on their resume, but soft skills such as Interpersonal skills and Sales skills are important as well.

  • Financial Aid, 17.2%
  • Life Insurance, 7.6%
  • Financial Services, 6.9%
  • New Clients, 6.8%
  • Retirement Planning, 5.8%
  • Other Skills, 55.7%

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, Massachusetts, Virginia, and Washington. Finance Planners make the most in New York with an average salary of $110,194. Whereas in Massachusetts and Virginia, they would average $109,405 and $91,253, respectively. While Finance Planners would only make an average of $88,859 in Washington, 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:
2,662
Highest 10% Earn:
$177,000
Location Quotient:
1.47
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. Massachusetts

Total Finance Planner Jobs:
1,375
Highest 10% Earn:
$180,000
Location Quotient:
1.06
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. Virginia

Total Finance Planner Jobs:
1,504
Highest 10% Earn:
$145,000
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
Full List Of Best States For Finance Planners

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Top Finance Planner Employers

Most Common Employers For Finance Planner

RankCompanyZippia ScoreAverage Finance Planner SalaryAverage Salary
1$142,495
2$97,252
3$92,012
4$87,081
5$83,841
6$81,954

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