A Personal Financial Advisor earns an average salary of $53,593 per year. Experience strongly influences pay for this job. A skill in Investment Planning is associated with high pay for this job. Most people with this job move on to other positions after 20 years in this field.
Personal Financial Advisor Total Pay (?
XAll compensation data shown are gross, national 10th to 90th percentile ranges. Pay can vary greatly by location. To view local data, take the PayScale survey.
)
$27,696 - $102,424
(Median)
28K
39K
54K
75K
100K
MEDIAN: $53,593
10%
25%
50%
75%
90%
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Personal Financial Advisor Total Pay (?
XAll compensation data shown are gross, national 10th to 90th percentile ranges. Pay can vary greatly by location. To view local data, take the PayScale survey.
)
$11.74 - $46.37
(Median)
12
19
25
46
MEDIAN: $18.00
10%
50%
75%
90%
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National Salary Data

 (?
XAll compensation data shown are gross, national 10th to 90th percentile ranges. Pay can vary greatly by location. To view local data, take the PayScale survey.
)
$0$50K$100K$150K
Salary
$27,696 - $102,424  
   
Bonus
$985 - $24,856  
Profit Sharing
$994 - $14,739  
Commission
$3,103 - $107,659  
Total Pay (?
XTotal Pay combines base annual salary or hourly wage, bonuses, profit sharing, tips, commissions, overtime pay and other forms of cash earnings, as applicable for this job. It does not include equity (stock) compensation, cash value of retirement benefits, or the value of other non-cash benefits (e.g. healthcare).
)
$30,315 - $134,960  
PayScale
Country: United States | Currency: USD | Updated: 23 Apr 2014 | Individuals Reporting: 577
National Hourly Rate Data (?
XAll compensation data shown are gross, national 10th to 90th percentile ranges. Pay can vary greatly by location. To view local data, take the PayScale survey.
)
$0$25$50$75
Hourly Rate
$11.74 - $46.37  
   
Overtime
$19.68 - $55.38  
National Annualized Data (?
XAll compensation data shown are gross, national 10th to 90th percentile ranges. Pay can vary greatly by location. To view local data, take the PayScale survey.
)
$0$50K$100K$150K
Bonus
$985 - $24,856  
   
Commission
$3,103 - $107,659  
Profit Sharing
$994 - $14,739  
Total Pay (?
XTotal Pay combines base annual salary or hourly wage, bonuses, profit sharing, tips, commissions, overtime pay and other forms of cash earnings, as applicable for this job. It does not include equity (stock) compensation, cash value of retirement benefits, or the value of other non-cash benefits (e.g. healthcare).
)
$30,315 - $134,960  
PayScale
Country: United States | Currency: USD | Updated: 23 Apr 2014 | Individuals Reporting: 577
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Job Description for Personal Financial Advisor
A personal financial advisor assists individuals with reaching financial objectives and educational goals, retirement and estate planning, and other investing decisions, and they make insurance/risk management recommendations for their clients. Entry into the financial advising field generally requires a bachelor's degree, preferably in accounting, finance, or a related field. The certified financial planner (CFP) designation is the preferred professional qualification. Additional licensing may be mandated by state and federal regulations. Common license requirements include Series 6, 7, 63, or 66. Continuing professional education hours are needed to maintain certification and licenses. Many successful advisors have prior customer service or sales experience.
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Personal Financial Advisor Tasks
  • Follow-up with clients on plans, track successes, and inform about modifications.
  • Assist clients with estate management, tax returns, budgets, or other financial tasks.
  • Guide clients through financial self-analysis, including goal setting and advice to reach goals.
Popular Skills for Personal Financial Advisor
Pay by Experience Level for Personal Financial Advisor
Median of all compensation (including tips, bonus, and overtime) by years of experience.
Related Job Salaries

Experience Affects Personal Financial Advisor Salaries

Late-Career
up arrow 75%
Experienced
up arrow 50%
National Average
$61,000
Entry-Level
up arrow 19%

Skills That Affect Personal Financial Advisor Salaries

Investment Planning
up arrow 18%
Sales
up arrow 6%
National Average
$61,000
Financial Analysis
up arrow 11%
Job Satisfaction
Extremely satisfied Image
Extremely satisfied
Rated 5 out of 5 based on 137 votes.
Gender
Female
25%
female alumni
 
Male
75%
male alumni
Years of Experience
Less than 1 year
9%
1-4 years
37%
5-9 years
26%
10-19 years
22%
20 years or more
7%
Common Health Benefits
medical benefits Medical: 76% dental benefits Dental: 58%
vision benefits Vision: 45% employee benefits None: 22%
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