Financial Planning Analyst

Recommend financially sound companies to invest in.

Quick Stats


Salary Range
$44,000 – $142,000

Data from U.S. Department of Labor

What do Financial Planning Analysts do?

Everyone needs a trusted advisor. When you’re sick, for instance, you go to a Doctor. When you’re in trouble, you go to a Lawyer. And when you’re having a bad hair day, you turn to a Barber.

Businesses — like individuals — need advisors. And when they need money, their advisor of choice often is a Financial Planning Analyst.

Like Doctors, Lawyers and even some Barbers, your job as a Financial Planning Analyst is listening to your company’s problems, then, based on careful analysis, offering sound advice for solving them.

Of course, the problems in question are financial. Often employed by banks, insurance companies, mutual and pension funds, investment houses and securities firms, Financial Planning Analysts evaluate investments — typically other businesses — and decide what to do with them. If your company owns stock in another business, for example, it’s your job to evaluate the business, then recommend buying, selling or holding shares.

To make your recommendation, which executives will use to make key financial decisions, you’ll spend your days collecting, analyzing and reporting financial data. What you’re most interested in is financial statements, which will tell you information about commodity prices, revenues, expenses, tax rates, etc., all of which you’ll evaluate in order to determine the present health of a company, as well as the financial prospects for its future.

If it sounds complicated, it is. Luckily, you’ll have financial modeling software to help you do your job, which more simply put is: doing your homework, then giving a thumbs-up or -down on potential investments.

Should I be a Financial Planning Analyst?

You should have a bachelor's degree or higher and share these traits:
  • Detail Oriented: You pay close attention to all the little details.
  • Reliable: You can always be counted on to do a good job.
  • Persistent: You keep pushing through, even when faced with tough obstacles.

  • Also known as: Certified Financial Planner, Financial Retirement Plan Specialist See More

    How to Become a
    Financial Planning Analyst

    Most Financial Planning Analysts have a Bachelor's degree. Chart?chd=s:aaa9la&chl=|||bachelor%27s+%2884%25%29|master%27s+%2816%25%29|&cht=p3&chs=466x180&chxr=0,0,84
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