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Financial Planner Salary, Degree ROI & Career Outlook

Financial Planner earns a $94,170 median salary, starts around $55,000, can reach $150,000, and has 13% projected job growth. Compare education requirements, salary upside, skills, employers, and degree ROI signals.

Reviewed June 12, 2026. DegreeCalc calculators are educational planning tools; verify final tuition, aid, transcript, loan, and employment decisions with official school, federal, servicer, or employer records.

Use real inputs.|Compare the result.|Verify final decisions with the official school, federal, servicer, transcript, or employer record.

Quick answer

Financial Planner pays a median salary of $94,170 in the United States, with entry roles around $55,000 and senior roles around $150,000. The role has 13% projected growth and typically requires Bachelor's in Finance or Business. Use the salary estimator and ROI snapshot below to judge whether the education path is worth the cost.

$94K
Median Salary
13%
Job Growth
$55K
Entry Salary
$150K
Senior Salary
Education:Bachelor's in Finance or BusinessOutlook:AverageWork:OfficeCategory:Business & Finance

Career ROI snapshot

Financial Planner Pay, Growth & Education Fit

Financial Planner has a $94,170 median salary, $55,000 entry-level salary, and $150,000 senior salary. Compared with other Business & Finance careers in this database, the median salary is below the category average by -5%, while projected growth is above the peer average by 4.6 percentage points.

Vs. category salary

-5%

peer avg $98,796

Growth spread

+4.6 pts

category avg 8.4%

Senior upside

+173%

senior vs entry pay

Monthly median

$7,848

before taxes and benefits

Decision factorFinancial Planner signalHow to use it
Education investmentBachelor's in Finance or BusinessCompare tuition, time to credential, and required internships against the entry-level salary.
Income runway$55,000 entry to $150,000 seniorUse the salary range to estimate payback time and whether graduate school or certification is justified.
Demand risk13% projected growth, average outlookHigher growth gives more room for career switching; slower growth makes specialization and networking more important.
Skill leverageFinancial Planning, Investment Analysis, Tax Planning, Estate PlanningPrioritize projects, certificates, or coursework that prove these skills before graduation.

Salary Estimator

Entry (0 yr)Mid (10 yr)Senior (20 yr)
$55,000
Entry Level
$78,750
Your Estimate
$150,000
Senior Level

Salary Range

$55K$94K median$150K

Key Skills

Financial PlanningInvestment AnalysisTax PlanningEstate PlanningRetirement

Recommended Certifications

  • 1CFP
  • 2CFA
  • 3ChFC

Top Employers

Edward JonesMerrill LynchFidelityCharles Schwab

Education Path

To pursue a career as a Financial Planner, you will typically need: Bachelor's in Finance or Business.

Job growth of 13% is above average, making this a solid career investment. Competition exists but opportunities are growing.

Data Sources: Salary data from the U.S. Bureau of Labor Statistics Occupational Outlook Handbook (2024–2025 edition). Job growth projections are 10-year estimates (2023–2033). Last updated March 2026.

Methodology & Career Data Sources

How we calculate Financial Planner salary and outlook data: Our salary estimates, growth projections, and career outlook combine multiple federal labor datasets. Salary figures reflect national medians; actual pay varies by employer, location, specialization, and experience level.

  1. Salary data sourced from the BLS Occupational Employment and Wage Statistics (OEWS), the authoritative federal survey of employment and wages across 800+ occupations.
  2. Job growth projections from the BLS Occupational Outlook Handbook (OOH), covering 10-year projections (2023–2033 base period) for all major occupations.
  3. Salary progression model combines OEWS percentile data (P10, P25, P50, P75, P90) with career-stage adjustments based on BLS Employment Cost Index trends.
  4. Education requirements cross-referenced with College Scorecard (US Dept of Education) earnings data for graduates in this field.
  5. Certification value assessed using O*NET occupational database (US Dept of Labor), which catalogs skills, abilities, and knowledge requirements per occupation.

Authoritative US labor and career data sources:

Career Disclaimer: Salary figures represent national medians from the most recent BLS OEWS survey. Actual compensation varies significantly by employer, metropolitan area, industry sector, and individual experience. Growth projections are estimates and subject to economic conditions. Use this data as one input alongside current job listings and informational interviews.

Reviewed by Brazora Monk · Last updated 2026 · BLS OEWS & OOH data current as of 2024–2025 edition

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Frequently Asked Questions

What is the salary for a Financial Planner?

The median salary for a Financial Planner is $94,170 per year. Entry-level positions start around $55,000, while senior roles can earn up to $150,000.

What education do you need to become a Financial Planner?

To become a Financial Planner, you typically need a Bachelor's in Finance or Business. Relevant certifications include CFP, CFA, ChFC.

What is the job outlook for Financial Planner?

The job outlook for Financial Planner is average, with a projected growth rate of 13% over the next decade.

What skills do you need to be a Financial Planner?

Key skills for a Financial Planner include Financial Planning, Investment Analysis, Tax Planning, Estate Planning, Retirement. Continuous learning and professional development are also important.

Where do Financial Planners work?

Financial Planners typically work in office settings. Top employers include Edward Jones, Merrill Lynch, Fidelity, Charles Schwab.

Is Financial Planner a good career in 2026?

Yes, Financial Planner is an excellent career choice with 13% projected growth and a median salary of $94,170.

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