A Personal Financial Advisor earns an average salary of $59,245 per year. Experience has a moderate effect on pay for this job. Skills that are associated with high pay for this job are Financial Advisor, Financial Analysis, and Investment Planning. Most people move on to other jobs if they have more than 20 years' experience in this field.

$37,231 - $115,771
(Median)
$37K
$59K
$120K
MEDIAN: $59,245
10%
50%
90%

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$14.62 - $152.05
(Median)
$15
$20
$150
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$60K$120K$180K
Salary
$37,231 - $115,771  
   
Bonus
$486.45 - $48,936  
Profit Sharing
$2,500  
Commission
$25,000  
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).
)
$36,314 - $174,366  
Country: United States | Currency: USD | Updated: 28 Oct 2016 | Individuals Reporting: 98
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$60$120$180
Hourly Rate
$14.62 - $152.05  
   
Overtime
$29.43  
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$120K$240K$360K
Bonus
$486.45 - $48,936  
   
Commission
$25,000  
Profit Sharing
$2,500  
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).
)
$36,314 - $174,366  
Country: United States | Currency: USD | Updated: 28 Oct 2016 | Individuals Reporting: 17
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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 139%



National Average
$61,000


Skills That Affect Personal Financial Advisor Salaries

Financial Advisor
up arrow 16%



Sales
0%

National Average
$61,000

Job Satisfaction

Highly satisfied
Rated 4 out of 5
based on 16 votes.

Gender

Female
41 %
Male
59 %

Years of Experience

Less than 1 year
7%
1-4 years
40%
5-9 years
18%
10-19 years
23%
20 years or more
11%

Common Health Benefits

medical benefits
Medical: 72%
dental benefits
Dental: 52%
medical benefits
Vision: 43%
dental benefits
None: 25%
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