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The differences between planners and finance planners can be seen in a few details. Each job has different responsibilities and duties. While it typically takes 1-2 years to become a planner, becoming a finance planner takes usually requires 2-4 years. Additionally, a finance planner has an average salary of $71,607, which is higher than the $63,161 average annual salary of a planner.
The top three skills for a planner include customer service, exceptional client and logistics. The most important skills for a finance planner are financial aid, financial services, and client facing.
| Planner | Finance Planner | |
| Yearly salary | $63,161 | $71,607 |
| Hourly rate | $30.37 | $34.43 |
| Growth rate | 4% | 15% |
| Number of jobs | 15,269 | 91,557 |
| Job satisfaction | - | - |
| Most common degree | Bachelor's Degree, 64% | Bachelor's Degree, 73% |
| Average age | 42 | 45 |
| Years of experience | 2 | 4 |
As the name entails, planners assist in creating a broad vision for a community. They conduct research, design, and advanced programs. Some of them focus on a few roles, such as planning transportation, while some will most likely work at different planning types throughout their profession. They develop a plan through data analysis, determine the project's goals or the community, and form a specific vision. They also identify the strategies to help the city realized its goals and vision.
A financial planner is responsible for handling client accounts and providing financial advice to determine the best investment options according to the clients' interests and risk appetite. Financial planners record the clients' living expenses as a part of their portfolio, identifying their long-term goals and objectives, and giving tax advice. They also educate clients with investment options and opportunities to improve the clients' account performance and sell financial products. A financial planner must have excellent analytical and communication skills to conduct data and statistical analysis, especially in researching financial instruments in the market.
Planners and finance planners have different pay scales, as shown below.
| Planner | Finance Planner | |
| Average salary | $63,161 | $71,607 |
| Salary range | Between $45,000 And $88,000 | Between $42,000 And $120,000 |
| Highest paying City | San Francisco, CA | Springfield, MA |
| Highest paying state | California | Massachusetts |
| Best paying company | Meta | Northern Trust |
| Best paying industry | Technology | Insurance |
There are a few differences between a planner and a finance planner in terms of educational background:
| Planner | Finance Planner | |
| Most common degree | Bachelor's Degree, 64% | Bachelor's Degree, 73% |
| Most common major | Business | Business |
| Most common college | University of Pennsylvania | University of Pennsylvania |
Here are the differences between planners' and finance planners' demographics:
| Planner | Finance Planner | |
| Average age | 42 | 45 |
| Gender ratio | Male, 54.4% Female, 45.6% | Male, 62.0% Female, 38.0% |
| Race ratio | Black or African American, 4.9% Unknown, 4.7% Hispanic or Latino, 12.7% Asian, 9.6% White, 67.4% American Indian and Alaska Native, 0.8% | Black or African American, 5.7% Unknown, 4.4% Hispanic or Latino, 9.6% Asian, 8.4% White, 71.8% American Indian and Alaska Native, 0.1% |
| LGBT Percentage | 13% | 5% |