Personal Financial Advisor Salary

A Personal Financial Advisor earns an average salary of $59,869 per year. Experience strongly influences pay for this job. Skills that are associated with high pay for this job are Financial Analysis, Investment Planning, and Financial Advisor. Most people move on to other jobs if they have more than 20 years' experience in this field.

$38,833 - $123,963
$39K
$60K
$120K
MEDIAN: $60,212
10%
50%
90%

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$12.20 - $145.44
$12
$19
$150
MEDIAN: $18.79
10%
50%
90%

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$0$164K
Salary $38,833 - $123,963
Bonus $1,000 - $40,695
Profit Sharing $650 - $30,000
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).
)
$35,873 - $164,500
  • Country: United States
  • Currency: USD
  • Updated: 11 Jul 2017
  • Individuals Reporting: 111
Hourly Data $0$145
Hourly Rate $12.20 - $145.44
Overtime $22.00
Annual Data $0$164K
Bonus $1,000 - $40,695
Commission $25,000
Profit Sharing $650 - $30,000
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).
)
$35,873 - $164,500
  • Country: United States
  • Currency: USD
  • Updated: 11 Jul 2017
  • Individuals Reporting: 23

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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

  • Guide clients through financial self-analysis, including goal setting and advice to reach goals.
  • Assist clients with estate management, tax returns, budgets, or other financial tasks.
  • Follow-up with clients on plans, track successes, and inform about modifications.

Common Career Paths for Personal Financial Advisor


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Personal Financial Advisor Job Listings

Popular Skills for Personal Financial Advisor

Pay by Experience Level for Personal Financial Advisor

Pay by Experience for a Personal Financial Advisor has a positive trend. An entry-level Personal Financial Advisor with less than 5 years of experience can expect to earn an average total compensation of $51,000 based on 69 salaries provided by anonymous users. Average total compensation includes tips, bonus, and overtime pay. A Personal Financial Advisor with mid-career experience which includes employees with 5 to 10 years of experience can expect to earn an average total compensation of $62,000 based on 30 salaries. An experienced Personal Financial Advisor which includes employees with 10 to 20 years of experience can expect to earn an average total compensation of $84,000 based on 26 salaries. A Personal Financial Advisor with late-career experience which includes employees with greater than 20 years of experience can expect to earn an average total compensation of $204,000 based on 11 salaries.

Related Job Salaries

Key Stats for Personal Financial Advisor

Gender

Female
42 %
Male
58 %

Job Satisfaction

Extremely satisfied
Rated 5 out of 5
based on 18 votes.
Less than 1 year
7%
1-4 years
41%
5-9 years
19%
10-19 years
23%
20 years or more
10%
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Location:
Years in Fields/Career:
United States (change)

Experience Affects Personal Financial Advisor Salaries

▲239%

▲40%

▲2%

National Average
$60,000

▼15%

Skills That Affect Personal Financial Advisor Salaries



Financial Advisor
▲17%

▲7%

National Average
$60,000

Job Satisfaction

Extremely satisfied
Rated 5 out of 5
based on 18 votes.

Gender

Female
42 %
Male
58 %

Years of Experience

Less than 1 year
7%
1-4 years
41%
5-9 years
19%
10-19 years
23%
20 years or more
10%

Common Health Benefits

medical benefits
Medical: 75%
dental benefits
Dental: 53%
vision benefits
Vision: 45%
no benefits
None: 22%
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