How much does a Financial Planning Consultant I make in the United States?
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The average Financial Planning Consultant I salary in the United States is $104,462 as of April 24, 2024. The range for our most popular Financial Planning Consultant I positions (listed below) typically falls between $59,402 and $149,523. Keep in mind that salary ranges can vary widely depending on many important factors, including position, education, certifications, additional skills, and 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.
Financial Planning Consultant I's Annual Base Salary
Job Title | Salary | Hourly Rate | Location | Date Updated |
Financial Analyst I | $66,149 | $31.80 | United States | April 24, 2024 |
Strategic Planning Analyst I | $70,904 | $34.09 | United States | April 24, 2024 |
Financial Reporting Accountant I | $66,110 | $31.78 | United States | April 24, 2024 |
Financial Analyst IV | $119,437 | $57.42 | United States | April 24, 2024 |
Financial Analyst III | $98,729 | $47.47 | United States | April 24, 2024 |
Financial Analyst II | $79,609 | $38.27 | United States | April 24, 2024 |
Estate Planning Consultant | $108,291 | $52.06 | United States | April 24, 2024 |
Strategic Planning Analyst IV | $135,734 | $65.26 | United States | April 24, 2024 |
Strategic Planning Analyst II | $85,581 | $41.14 | United States | April 24, 2024 |
Strategic Planning Analyst III | $105,243 | $50.60 | United States | April 24, 2024 |
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Responsible for assisting in preparation, coordination, and documentation of financial analysis projects. Provides analytical support for forward-looking financial and business-related projects. Assists in the preparation of forecasts and analysis of trends in manufacturing, sales, finance, general business conditions, and other related areas. Assists in financial forecasting and reconciliation of internal accounts. Requires a bachelor's degree. Typically reports to a supervisor or manager. Works on projects/matters of limited complexity in a support role. Work is closely managed. Typically requires 0-2 years of related experience. View Financial Analyst I SalaryAlternate Job Titles:Accountant Analyst I, Corporate Financial Analyst I, Entry Financial Analyst, Entry Level Financial Analyst, Financial Planning Analyst I, FP & A Analyst I, Junior Financial Analyst, Financial Analyst I
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Assists in the development of long-term goals and strategic objectives for an organization. Identifies, analyzes, and monitors issues that affect profitability, growth, and productivity. May be responsible for external corporate communications with industry analysts and the investment community. May also be responsible for recommending strategic alternatives and developing and maintaining operational plans. Requires a bachelor's degree. Typically reports to project leader or manager. Works on projects/matters of limited complexity in a support role. Work is closely managed. Typically requires 0-2 years of related experience. View Strategic Planning Analyst I SalaryAlternate Job Titles:Business and Strategic Planning Analyst I, Strategic Planning Analyst I
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Prepares periodic financial statements required for external reporting. Collects and analyzes financial data, ensuring that all reporting is in compliance with SEC and GAAP reporting regulations and guidelines. Consolidates entries and accounts to be utilized in financial statements. Prepares internal reports as required. Researches accounting rules and regulations and makes recommendations regarding company policy. May provide support and assistance to external auditors. Requires a bachelor's degree of Accounting or Finance. Typically reports to a supervisor or manager. Works on projects/matters of limited complexity in a support role. Work is closely managed. Typically requires 0-2 years of related experience. View Financial Reporting Accountant I SalaryAlternate Job Titles:Entry Financial Reporting Accountant, Financial Statements and Reporting Accountant I, Financial Reporting Accountant I
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Responsible for the preparation, coordination, and documentation of more complex financial analysis projects such as financial and expense performance, rate of return, depreciation, working capital, and investments. Provides analysis for forward-looking financial and business-related projects. Prepares forecasts and analysis of trends in manufacturing, sales, finance, general business conditions, and other related areas. Identifies trends and developments in competitive environments and presents findings to senior management. May conduct special financial and business related studies and cooperates with other departments in the preparation of analyses. Creates and analyzes monthly, quarterly, and annual reports and ensures financial information has been recorded accurately. Performs financial forecasting and reconciliation of internal accounts. Requires a bachelor's degree of accounting or finance. Typically reports to a supervisor or manager. A specialist on complex technical and business matters. Work is highly independent. May assume a team lead role for the work group. Typically requires 7+ years of related experience. View Financial Analyst IV SalaryAlternate Job Titles:Financial Planning Analyst IV, FP & A Analyst IV, Specialist Financial Analyst, Financial Analyst IV
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Responsible for the preparation, coordination, and documentation of financial analysis projects such as financial and expense performance, rate of return, depreciation, working capital, and investments. Provides analysis for forward-looking financial and business-related projects. Prepares forecasts and analysis of trends in manufacturing, sales, finance, general business conditions, and other related areas. Identifies trends and developments in competitive environments and presents findings to senior management. Creates and analyzes monthly, quarterly, and annual reports and ensures financial information has been recorded accurately. May conduct special financial and business related studies and cooperates with other departments in the preparation of analyses. Requires a bachelor's degree. Typically reports to a supervisor or manager. Contributes to moderately complex aspects of a project. Work is generally independent and collaborative in nature. Typically requires 4 to 7 years of related experience. View Financial Analyst III SalaryAlternate Job Titles:Financial Planning Analyst III, FP & A Analyst III, Senior Level Financial Analyst, Financial Analyst III
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Responsible for the preparation, coordination, and documentation of financial analysis projects such as financial and expense performance, rate of return, depreciation, working capital, and investments. Provides analysis for forward-looking financial and business-related projects. Prepares forecasts and analysis of trends in manufacturing, sales, finance, general business conditions, and other related areas. Responsible for the reconciliation of internal accounts. Identifies trends and developments in competitive environments and presents findings to senior management. Requires a bachelor's degree. Typically reports to a supervisor or manager. Gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. Typically requires 2 to 4 years of related experience. View Financial Analyst II SalaryAlternate Job Titles:Financial Planning Analyst II, FP & A Analyst II, Intermediate Financial Analyst, Financial Analyst II
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Provides estate planning consultation to the agency work force. Develops and conducts any training or educational seminars necessary to guide agents and their clients through the procedural, legal, and financial aspects of their plans. Responsible for developing and maintaining relationships with professional advisors. Requires a bachelor's degree. Typically reports to a manager. A specialist on complex technical and business matters. Work is highly independent. May assume a team lead role for the work group. Typically requires 7+ years of related experience. View Estate Planning Consultant SalaryAlternate Job Titles:Agency Estate Planning Services Trainer/Coordinator, Estate Planning Consultant
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Responsible for developing long-term goals and strategic objectives for an organization. Identifies, analyzes, and monitors issues that affect profitability, growth, and productivity. Recommends financial and non-financial strategic alternatives and developing and maintaining operational plans. May be responsible for external corporate communications with industry analysts and the investment community. May lead and direct the work of others. Requires a bachelor's degree. Typically reports to manager. A specialist on complex technical and business matters. Work is highly independent. May assume a team lead role for the work group. Typically requires 7+ years of related experience. View Strategic Planning Analyst IV SalaryAlternate Job Titles:Business and Strategic Planning Analyst IV, Strategic Planning Analyst IV
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Assists in the development of long-term goals and strategic objectives for an organization. Identifies, analyzes, and monitors issues that affect profitability, growth, and productivity. May be responsible for external corporate communications with industry analysts and the investment community. May also be responsible for recommending financial and non-financial strategic alternatives and developing and maintaining operational plans. Requires a bachelor's degree. Typically reports to supervisor or manager. Gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. Typically requires 2 to 4 years of related experience. View Strategic Planning Analyst II SalaryAlternate Job Titles:Business and Strategic Planning Analyst II, Strategic Planning Analyst II
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Responsible for developing long-term goals and strategic objectives for an organization. Identifies, analyzes, and monitors issues that affect profitability, growth, and productivity. May be responsible for external corporate communications with industry analysts and the investment community. May also be responsible for recommending financial and non-financial strategic alternatives and developing and maintaining operational plans. Requires a bachelor's degree. Typically reports to manager. Contributes to moderately complex aspects of a project. Work is generally independent and collaborative in nature. Typically requires 4 to 7 years of related experience. View Strategic Planning Analyst III SalaryAlternate Job Titles:Business and Strategic Planning Analyst III, Strategic Planning Analyst III