Financial and Investment Analyst Salary (2026): Data, Outlook & How to Become One

Financial and Investment Analysts earn a median of $102,740 per year ($49.40/hr) (BLS OEWS, May 2025). Employment is projected to grow 5.7% through 2034, with about 25,100 openings a year (BLS EP, 2024–2034). Typical entry-level education: Bachelor's degree.

SOC 13-2051Business and Financial OperationsLast updated August 15, 2026
Median pay
$102,740

BLS OEWS, May 2025

Projected growth
+5.7%

BLS EP, 2024–2034

Openings a year
25,100

BLS EP, 2024–2034

Typical education
Bachelor's

BLS EP, 2024–2034

Also advertised as: Analyst, Credit Products Officer, Equity Research Analyst, Financial Analyst, Investment Analyst, Planning Analyst.

How much do Financial and Investment Analysts make?

Annual wage distribution, BLS OEWS, May 2025
10th percentile$63,720

Entry / lowest-paid tenth

25th percentile$79,290

Lower quartile

Median (50th)$102,740

Half earn more, half earn less

75th percentile$133,340

Upper quartile

90th percentile$180,860

Top-paid tenth

National wage and employment figures for Financial and Investment Analysts
Median annual wage$102,740
Median hourly wage$49.40/hr
Mean annual wage$116,800
People employed361,980

Versus all US occupations

At $102,740, Financial and Investment Analysts earn 102% above the $50,980 median across all US occupations, a difference of $51,760 a year.

Versus business and financial operations occupations

Inside the Business and Financial Operations group, where the middle occupation pays $80,730, this is 27% above the group median.

Pay range

The top 10% earn $180,860 or more while the bottom 10% earn $63,720, a gap of 2.8×. That is a typical spread for a US occupation.

Rank in the bank

This median pays more than 81% of the 923 occupations in the NueCareer career bank.

Highest-paying state

Wyoming pays the most at $187,090, and still leads at $201,843 once local prices are taken into account.

Which states pay Financial and Investment Analysts the most?

State medians come from the same OEWS release as the national figures. The cost-of-living column divides each state median by that state's BEA Regional Price Parity, restating pay in national-average dollars so a high-cost state and a low-cost one can be compared directly.

Top 10 states by median annual wage for Financial and Investment Analysts
StateMedianCOL-adjustedEmployed
Wyoming$187,090$201,843190
New York$127,930$118,54052,380
Oregon$120,590$116,6692,820
Massachusetts$111,040$104,99514,790
Connecticut$109,500$105,685N/A
California$109,110$98,54645,380
New Jersey$108,610$99,82110,380
Washington$107,210$100,1848,820
District of Columbia$105,780$96,2503,670
Virginia$105,490$104,33810,410
See all 53 states, sortable, with cost-of-living adjustments →

Is Financial and Investment Analyst a growing career?

Projected employment change, 2024–2034. BLS Employment Projections
Financial and Investment Analysts5.7%
All US occupations3.1%

+5.7% projected growth vs 3.1% for all occupations.

Faster than average

BLS projects employment of Financial and Investment Analysts to change 5.7% over 2024–2034, against 3.1% projected for all occupations. That is 21,100 more jobs.

Annual openings

About 25,100 openings are projected each year, 6.8% of the 368,500 jobs that existed in 2024. Most come from workers leaving the occupation, not from growth alone.

Overall employment of financial analysts is projected to grow 6 percent from 2024 to 2034, faster than the average for all occupations.

Many of those openings are expected to result from the need to replace workers who transfer to different occupations or exit the labor force, such as to retire.

Demand for financial analysts generally increases with overall economic activity. These workers will be needed to evaluate investment opportunities when new businesses are established, or as existing businesses expand. In addition, emerging markets throughout the world are providing new investment opportunities, requiring expertise in geographic regions where those markets are located.

Financial analysts also will be needed to assess growing volumes of data. Their analysis will help businesses manage their finances, identify investment trends, reduce risk, and deliver new products or services to clients.

How to become a Financial and Investment Analyst

Financial analysts typically need a bachelor’s degree to enter the occupation.

Entry requirements for Financial and Investment Analysts
Typical entry-level educationBachelor's degree
Preparation needed (O*NET job zone)Medium preparation
Work experience in a related occupationNone
Typical on-the-job trainingNone
Full BLS Occupational Outlook Handbook entry

What does a Financial and Investment Analyst do?

Conduct quantitative analyses of information involving investment programs or financial data of public or private institutions, including valuation of businesses.

Financial analysts guide businesses and individuals in decisions about expending money to attain profit. They assess the performance of stocks, bonds, and other types of investments.

Day-to-day tasks

  • Advise clients on aspects of capitalization, such as amounts, sources, or timing.
  • Analyze financial or operational performance of companies facing financial difficulties to identify or recommend remedies.
  • Assess companies as investments for clients by examining company facilities.
  • Collaborate on projects with other professionals, such as lawyers, accountants, or public relations experts.
  • Collaborate with investment bankers to attract new corporate clients.
  • Conduct financial analyses related to investments in green construction or green retrofitting projects.
  • Confer with clients to restructure debt, refinance debt, or raise new debt.
  • Create client presentations of plan details.

O*NET core tasks, ordered by reported importance.

Where financial and investment analysts work

Largest employers of Financial and Investment Analysts
Securities, commodity contracts, and other financial investments and related activities23%
Professional, scientific, and technical services13%
Credit intermediation and related activities12%
Management of companies and enterprises11%
Insurance carriers and related activities7%

BLS Occupational Outlook Handbook, 2024–2034 edition.

Tools and software

  • Accounting software · in demand
  • Analytical or scientific software · in demand
  • Business intelligence and data analysis software · in demand
  • Customer relationship management CRM software · in demand
  • Data base management system software · in demand
  • Data base reporting software · in demand
  • Data base user interface and query software · in demand
  • Development environment software · in demand
  • Document management software · in demand
  • Electronic mail software · in demand
  • Enterprise resource planning ERP software · in demand
  • Object or component oriented development software · in demand

“In demand” marks an O*NET Employer-Based Hot Technology, software named in real job postings for this occupation.

What personality type suits a Financial and Investment Analyst?

Interest profile: O*NET Occupational Interests, scored 1–7

Realistic1.0
Investigativeprimary5.1
Artistic1.8
Social2.3
Enterprisingprimary5.1
Conventionalprimary5.5

Day to day this is work built around organising, following procedures and working precisely with data, combined with leading, persuading, selling and making decisions.

Closest MBTI types

NueCareer fit scores: cosine similarity between each MBTI type's interest vector and this occupation's O*NET interest profile. Not a BLS or O*NET figure; the method is documented on our methodology page.

Financial and Investment Analyst: frequently asked questions

How much do Financial and Investment Analysts make?

Financial and Investment Analysts earn a median of $102,740 a year (BLS OEWS, May 2025). That is 102% above the $50,980 median for all US occupations. That works out at $49.40/hr. The middle half earn between $79,290 and $133,340. The top 10% earn $180,860 or more.

Do you need a degree to become a Financial and Investment Analyst?

Yes. BLS reports a bachelor's degree as the typical entry-level education for Financial and Investment Analysts, and O*NET rates the preparation needed as medium preparation.

Is Financial and Investment Analyst a growing career?

Yes. Employment is projected to grow 5.7% over 2024–2034, faster than the 3.1% average for all occupations (BLS EP, 2024–2034). BLS still projects about 25,100 openings a year, mostly from workers retiring or moving to other work.

What does a Financial and Investment Analyst do?

Financial analysts guide businesses and individuals in decisions about expending money to attain profit. A core O*NET task: advise clients on aspects of capitalization, such as amounts, sources, or timing. Employers most often ask for Accounting software, Analytical or scientific software, Business intelligence and data analysis software.

Which states pay Financial and Investment Analysts the most?

The highest state medians for Financial and Investment Analysts are Wyoming ($187,090), New York ($127,930), Oregon ($120,590) (BLS OEWS, May 2025).

What personality type suits a Financial and Investment Analyst?

O*NET scores Financial and Investment Analysts highest on the Conventional, Enterprising and Investigative interest areas, so the work mixes organising, following procedures and working precisely with data with leading, persuading, selling and making decisions. On NueCareer's MBTI-to-interest mapping the closest types are ENTJ, ESTJ, ISTJ. Personality is a fit signal, not a gate. The free NueCareer quiz scores your own profile against all 923 occupations in the bank.