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How much does a Financial Planning Manager make?

The average salary for a Financial Planning Manager is $126,669 per year in the US.

A Financial Planning Manager plays a key role in helping people plan their finances. These managers work with individuals, families, and businesses to create financial plans. The job involves analyzing data, giving advice, and making sure everything is done correctly. According to the latest data, the average yearly salary for a Financial Planning Manager is about $126,669. This is a rewarding career for those who enjoy helping others with their finances.


Salaries for Financial Planning Managers can vary based on experience and location. For those just starting, salaries tend to be around $69,243. With a few years of experience, this can grow to about $95,744. The most experienced managers often earn over $200,000 a year. The top earners in this field often have many years of experience and have built a strong reputation in their industry. Financial Planning Managers can find good opportunities in cities like New York, San Francisco, and Chicago, where salaries tend to be higher.

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What are the highest paying cities for a Financial Planning Manager?

San Francisco tops the list for the highest-paying cities for Financial Planning Managers. Job seekers can expect an average salary of over $144,000. Close behind are San Jose and Minneapolis, where managers can also earn very high wages. Aside from these top cities, Washington, DC, and Philadelphia offer competitive salaries. Other major cities like San Diego, Boston, Los Angeles, Chicago, and Dallas also provide attractive compensation packages. These cities present great opportunities for those looking to advance in their financial planning careers.
Graph displaying highest paying cities salaries for Financial Planning Manager jobs, highlighting San Francisco, CA with the highest at $144,229 and Dallas, TX with the lowest at $130,383.
  1. San Francisco, CA
    Average Salary: $144,229
    San Francisco's dynamic financial sector offers diverse opportunities for those in financial management. With tech giants like Salesforce and Google, one can find rich experiences. The city’s high cost of living, however, means salaries often reflect this economic reality.
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  2. San Jose, CA
    Average Salary: $140,386
    San Jose, known for Silicon Valley, provides a robust environment for financial professionals. Companies such as Adobe and Cisco offer excellent benefits and growth opportunities. The tech-driven economy makes it a prime spot for those in financial planning.
    Find Financial Planning Manager jobs in San Jose, CA


  3. Minneapolis, MN
    Average Salary: $136,788
    Minneapolis, with companies like Target and U.S. Bancorp, is a hub for financial planning. The cost of living is moderate, and the community’s strong focus on financial health adds to the appeal. Networking opportunities in this business-friendly city are plentiful.
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  4. Washington, DC
    Average Salary: $136,013
    Working in Washington, DC, one finds a mix of federal, private, and non-profit sectors. Financial planning roles here often involve government contracts and large corporations. The city's political climate adds a unique dynamic to financial management roles.
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  5. Philadelphia, PA
    Average Salary: $135,941
    Philadelphia, with a strong presence of financial institutions like Vanguard and Aramark, offers a vibrant environment for financial planners. The city’s historic charm and growing tech scene make it an attractive place to work. Salaries are competitive, reflecting the city's economic growth.
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  6. San Diego, CA
    Average Salary: $134,559
    In San Diego, financial management roles often involve a mix of local and national companies. The city’s sunny weather and quality of life are attractive. Companies like Qualcomm and Scripps Health provide excellent opportunities for career advancement.
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  7. Boston, MA
    Average Salary: $134,150
    Boston’s rich history and strong financial sector, including Fidelity Investments and State Street, create a thriving environment for financial planning. The city’s educational institutions and vibrant culture add to its appeal for professionals.
    Find Financial Planning Manager jobs in Boston, MA


  8. Los Angeles, CA
    Average Salary: $132,641
    Los Angeles offers a diverse financial landscape, with opportunities at companies like TPG and CBRE. The city’s entertainment industry impacts the financial sector, offering unique challenges. The cost of living is high, but so are the rewards.
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  9. Chicago, IL
    Average Salary: $131,675
    Chicago’s financial sector is dominated by major banks like JPMorgan Chase and Goldman Sachs. The city’s business-friendly environment and rich history in finance make it an ideal place for financial planning professionals. The diverse economy offers various opportunities.
    Find Financial Planning Manager jobs in Chicago, IL


  10. Dallas, TX
    Average Salary: $130,383
    Dallas, with its strong presence in energy and technology, offers robust financial planning opportunities. Companies like AT&T and ExxonMobil provide excellent career paths. The city’s growth and business-oriented culture make it a favorable place to work.
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What are the best companies a Financial Planning Manager can work for?

Abbott leads the way with the highest average salary for Financial Planning Managers, making it an attractive option for professionals. Following closely, PayPal offers a competitive package, ideal for those looking to enhance their career in financial planning. Robert Half also provides a strong salary, with consistent opportunities for growth and advancement in the field.
Graph displaying best paying company salaries for Financial Planning Manager jobs, highlighting Abbott with the highest at $162,842 and IDEA Public Schools with the lowest at $88,538.
  1. Abbott
    Average Salary: $162,842
    Abbott offers Financial Planning Manager jobs with a focus on global health. Positions are available in various locations, including Illinois, California, and Massachusetts. Abbott seeks experienced professionals to help manage financial planning across all divisions.


  2. PayPal
    Average Salary: $137,048
    At PayPal, Financial Planning Managers work on a global scale. Available in cities like San Jose, California, and London, UK, this role involves strategic financial management to drive company growth. PayPal provides a dynamic environment for financial experts.


  3. Robert Half
    Average Salary: $132,307
    Robert Half offers Financial Planning Manager roles with opportunities in major cities such as New York, Los Angeles, and Chicago. This role includes managing financial strategies and budgets. Robert Half values experienced professionals who can guide companies in financial decision-making.


  4. Alimentiv
    Average Salary: $127,250
    Alimentiv offers Financial Planning Manager positions in Chicago, Illinois, and Vancouver, Canada. This role focuses on managing financial plans for a healthcare company. Alimentiv seeks dedicated professionals to help in financial strategy and planning.


  5. Riveron
    Average Salary: $124,167
    Riveron provides Financial Planning Manager jobs in locations such as New York, NY, and San Francisco, CA. The role involves managing financial forecasts and budgets. Riveron offers a chance to work in a fast-paced, innovative environment.


  6. CVS Health
    Average Salary: $108,731
    CVS Health offers Financial Planning Manager roles in cities like Woonsocket, Rhode Island, and Minneapolis, Minnesota. This role involves overseeing financial planning for one of the largest healthcare companies. CVS Health seeks professionals who can manage complex financial strategies.


  7. IDEA Public Schools
    Average Salary: $88,538
    IDEA Public Schools offers Financial Planning Manager positions in locations such as Texas and New York. This role focuses on managing school finances to ensure educational goals are met. IDEA Public Schools values professionals who can manage budgets effectively.

How to earn more as a Financial Planning Manager?

A Financial Planning Manager has many ways to increase their earnings. They can achieve this through various strategies. These strategies can lead to higher positions, better client portfolios, and additional income. Understanding these factors can help in career development and salary growth.

Here are some important steps to consider:

  • Gain More Certifications: Earning advanced certifications can boost a manager's credentials. These credentials include Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA). They show a high level of expertise.
  • Expand Client Base: Managing more clients can lead to higher commissions. A manager can attract new clients by offering personalized services and maintaining strong relationships.
  • Focus on High-Net-Worth Individuals: These individuals often need specialized financial services. They can pay more for expert advice. Focusing on this group can increase income.
  • Work for Larger Firms: Larger firms often offer higher salaries and bonuses. They also provide more opportunities for advancement. Working for a big firm can lead to higher earnings.
  • Specialize in Niche Markets: Managers who specialize in areas like estate planning or tax advisory can charge higher fees. Specializing can make a manager more valuable.

Currently 216 Financial Planning Manager job openings, nationwide.

How's the job market for a Financial Planning Manager in the US?

Learn what a Financial Planning Manager does, how to become one, and understand the job outlook. Get simple steps to start your career as a Financial Planning Manager today.
Position
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Financial Planning Manager
216 Job Openings