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Personal Financial Advisor Salary

A Personal Financial Advisor earns an average salary of $55,944 per year. Most people move on to other jobs if they have more than 20 years' experience in this career. Experience has a moderate effect on pay for this job.
$29,455 - $101,483
(Median)
29K
40K
56K
78K
100K
MEDIAN: $55,944
10%
25%
50%
75%
90%

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$11.84 - $45.15
(Median)
12
20
24
45
MEDIAN: $19.00
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
$29,455 - $101,483  
   
Bonus
$965 - $20,568  
Profit Sharing
$1,014 - $15,546  
Commission
$3,945 - $81,094  
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).
)
$31,467 - $121,747  
Country: United States | Currency: USD | Updated: 11 Dec 2014 | Individuals Reporting: 261
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
$11.84 - $45.15  
   
Overtime
$24.24 - $57.01  
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
$965 - $20,568  
   
Commission
$3,945 - $81,094  
Profit Sharing
$1,014 - $15,546  
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).
)
$31,467 - $121,747  
Country: United States | Currency: USD | Updated: 11 Dec 2014 | Individuals Reporting: 33
United States (change)

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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Financial Advisor Job Listings

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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

Experience Affects Personal Financial Advisor Salaries

Late-Career
up arrow 70%

Experienced
up arrow 43%


National Average
$65,000


Skills That Affect Personal Financial Advisor Salaries

Investment Planning
up arrow 9%

National Average
$65,000

Financial Analysis
up arrow 2%

Sales
up arrow 4%

Job Satisfaction

Extremely satisfied
Rated 5 out of 5
based on 85 votes.

Gender

Female
24 %
Male
76 %

Years of Experience

Less than 1 year
9%
1-4 years
36%
5-9 years
31%
10-19 years
18%
20 years or more
7%

Common Health Benefits

medical benefits Medical: 80% dental benefits Dental: 61%
vision benefits Vision: 49% employee benefits None: 18%