How much does an Account Representative- Financial Planning & Insurance make in the United States?
-
The average Account Representative- Financial Planning & Insurance salary in the United States is $91,537 as of May 01, 2026. The range for our most popular Account Representative- Financial Planning & Insurance positions (listed below) typically falls between $81,285 and $101,790. 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.
Account Representative- Financial Planning & Insurance's Annual Base Salary
| Job Title | Salary | Hourly Rate | Location | Date Updated |
| Insurance Financial Analyst | $65,132 | $31.31 | United States | May 01, 2026 |
| Financial Planning Analyst III | $104,520 | $50.25 | United States | May 01, 2026 |
| Financial Planning Analyst II | $83,777 | $40.28 | United States | May 01, 2026 |
| Financial Planning Analyst IV | $126,318 | $60.73 | United States | May 01, 2026 |
| Financial Planning Analyst V | $162,282 | $78.02 | United States | May 01, 2026 |
| Financial Planning Associate | $78,521 | $37.75 | United States | May 01, 2026 |
| Financial Planning Analyst | $78,568 | $37.77 | United States | May 01, 2026 |
| Financial Planning Manager | $136,004 | $65.39 | United States | May 01, 2026 |
| Financial Planning Assistant | $66,338 | $31.89 | United States | May 01, 2026 |
| Financial Planning Coordinator | $78,568 | $37.77 | United States | May 01, 2026 |
-
Financial Planning Analyst III performs research and analysis to evaluate and forecast business performance and plan investment, budgeting, and financial strategies. Calculates and interprets financial metrics to track and evaluate a company's financial health and performance. Being a Financial Planning Analyst III develops financial modeling and analysis reports to measure and forecast the impact of various business decisions, economic scenarios, or capital investments. Evaluates and monitors economic conditions, market trends, and risk factors to assess investment opportunities and recommend capital allocation strategies. Additionally, Financial Planning Analyst III utilizes financial statements, reports, and models to assist with budget planning, create financial projections, and advise cost management decisions. Requires a bachelor's degree. Typically reports to a manager. The Financial Planning Analyst III work is generally independent and collaborative in nature. Contributes to moderately complex aspects of a project. To be a Financial Planning Analyst III typically requires 4-7 years of related experience. View Financial Planning Analyst III SalaryAlternate Job Titles:FP & A Analyst III
-
Financial Planning Analyst II performs research and analysis to evaluate and forecast business performance and plan investment, budgeting, and financial strategies. Calculates and interprets financial metrics to track and evaluate a company's financial health and performance. Being a Financial Planning Analyst II develops financial modeling and analysis reports to measure and forecast the impact of various business decisions, economic scenarios, or capital investments. Evaluates and monitors economic conditions, market trends, and risk factors to assess investment opportunities and recommend capital allocation strategies. Additionally, Financial Planning Analyst II utilizes financial statements, reports, and models to assist with budget planning, create financial projections, and advise cost management decisions. Requires a bachelor's degree. Typically reports to a manager. The Financial Planning Analyst II occasionally directed in several aspects of the work. Gaining exposure to some of the complex tasks within the job function. To be a Financial Planning Analyst II typically requires 2-4 years of related experience. View Financial Planning Analyst II SalaryAlternate Job Titles:FP & A Analyst II
-
Financial Planning Analyst IV performs research and analysis to evaluate and forecast business performance and plan investment, budgeting, and financial strategies. Calculates and interprets financial metrics to track and evaluate a company's financial health and performance. Being a Financial Planning Analyst IV develops financial modeling and analysis reports to measure and forecast the impact of various business decisions, economic scenarios, or capital investments. Evaluates and monitors economic conditions, market trends, and risk factors to assess investment opportunities and recommend capital allocation strategies. Additionally, Financial Planning Analyst IV utilizes financial statements, reports, and models to assist with budget planning, create financial projections, and advise cost management decisions. Requires a bachelor's degree. Typically reports to a manager. The Financial Planning Analyst IV work is highly independent. May assume a team lead role for the work group. A specialist on complex technical and business matters. To be a Financial Planning Analyst IV typically requires 7+ years of related experience. View Financial Planning Analyst IV SalaryAlternate Job Titles:FP & A Analyst IV
-
Financial Planning Analyst V performs research and analysis to evaluate and forecast business performance and plan investment, budgeting, and financial strategies. Calculates and interprets financial metrics to track and evaluate a company's financial health and performance. Being a Financial Planning Analyst V develops financial modeling and analysis reports to measure and forecast the impact of various business decisions, economic scenarios, or capital investments. Evaluates and monitors economic conditions, market trends, and risk factors to assess investment opportunities and recommend capital allocation strategies. Additionally, Financial Planning Analyst V utilizes financial statements, reports, and models to assist with budget planning, create financial projections, and advise cost management decisions. Requires a bachelor's degree. Typically reports to a manager. The Financial Planning Analyst V works autonomously. Goals are generally communicated in "solution" or project goal terms. May provide a leadership role for the work group through knowledge in the area of specialization. Works on advanced, complex technical projects or business issues requiring state of the art technical or industry knowledge. To be a Financial Planning Analyst V typically requires 10+ years of related experience. View Financial Planning Analyst V SalaryAlternate Job Titles:FP & A Analyst V