Personal Financial Advisor Salary

A Personal Financial Advisor earns an average salary of $60,587 per year.

$37,181 - $121,474
(Median)
$37K
$61K
$120K
MEDIAN: $60,586
10%
50%
90%

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$13.17 - $48.94
(Median)
$13
$20
$49
MEDIAN: $20
10%
50%
90%

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National Salary Data (?
XAll compensation data shown are gross 10th to 90th percentile ranges. Take the PayScale Survey to find out how location influences pay for this job.
)
$0$50K$100K$150K
Salary
$37,181 - $121,474  
   
Bonus
$0.00 - $23,400  
Profit Sharing
$1,250 - $32,500  
Commission
$2,809 - $68,510  
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).
)
$37,828 - $123,621  
Country: United States | Currency: USD | Updated: 12 Jan 2016 | Individuals Reporting: 126
National Hourly Rate Data (?
XAll compensation data shown are gross 10th to 90th percentile ranges. Take the PayScale Survey to find out how location influences pay for this job.
)
$0$25$50$75
Hourly Rate
$13.17 - $48.94  
   
Overtime
$27.76 - $66.08  
National Annualized Data (?
XAll compensation data shown are gross 10th to 90th percentile ranges. Take the PayScale Survey to find out how location influences pay for this job.
)
$0$50K$100K$150K
Bonus
$0.00 - $23,400  
   
Commission
$2,809 - $68,510  
Profit Sharing
$1,250 - $32,500  
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).
)
$37,828 - $123,621  
Country: United States | Currency: USD | Updated: 12 Jan 2016 | Individuals Reporting: 22
United States (change)

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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.

Common Career Paths for Personal Financial Advisor


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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

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Experience Affects Personal Financial Advisor Salaries

Late-Career
up arrow 62%



National Average
$68,000


Skills That Affect Personal Financial Advisor Salaries

Investment Planning
up arrow 4%

National Average
$68,000

up arrow 10%


Job Satisfaction

Extremely satisfied
Rated 5 out of 5
based on 24 votes.

Gender

Female
28 %
Male
72 %

Years of Experience

Less than 1 year
5%
1-4 years
38%
5-9 years
30%
10-19 years
15%
20 years or more
12%

Common Health Benefits

medical benefits
Medical: 81%
dental benefits
Dental: 64%
medical benefits
Vision: 55%
dental benefits
None: 18%
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