Personal Financial Advisor Salary (United States)

A Personal Financial Advisor earns an average salary of $54,603 per year. Experience has a moderate effect on 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 Salary (?
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.
)
$29,450 - $100,359
(Median)
29K
40K
55K
76K
100K
MEDIAN: $54,602
10%
25%
50%
75%
90%
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Personal Financial Advisor Salary (?
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.
)
$11.89 - $44.85
(Median)
12
19
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
$29,450 - $100,359  
   
Bonus
$978 - $20,157  
Profit Sharing
$1,024 - $18,000  
Commission
$4,122 - $87,262  
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).
)
$31,294 - $121,944  
Country: United States | Currency: USD | Updated: 3 Sep 2014 | Individuals Reporting: 305
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
$11.89 - $44.85  
   
Overtime
$20.27 - $56.17  
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
$978 - $20,157  
   
Commission
$4,122 - $87,262  
Profit Sharing
$1,024 - $18,000  
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).
)
$31,294 - $121,944  
Country: United States | Currency: USD | Updated: 3 Sep 2014 | Individuals Reporting: 35
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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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Personal Financial Advisor Job Listings

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Popular Skills for Personal Financial Advisor

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Experience Affects Personal Financial Advisor Salaries

Experienced
up arrow 46%
National Average
$62,000

Skills That Affect Personal Financial Advisor Salaries

Investment Planning
up arrow 14%
Financial Analysis
up arrow 2%
Sales
0%
National Average
$62,000

Job Satisfaction

Extremely satisfied Image
Extremely satisfied
Rated 5 out of 5 based on 103 votes.

Gender

Female
26%
female alumni
 
Male
74%
male alumni

Years of Experience

Less than 1 year
9%
1-4 years
40%
5-9 years
29%
10-19 years
17%
20 years or more
6%

Common Health Benefits

medical benefits Medical: 80% dental benefits Dental: 61%
vision benefits Vision: 47% employee benefits None: 19%