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Companies and Industries for
Personal Financial Advisor
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Key Statistics for
Personal Financial Advisor
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Career Path for
Personal Financial Advisor
Jobs
Common Past Jobs
Common Future JobsPersonal Financial Advisor
Salary Range
$29,286 - $148,683
 |
Financial Advisor $29,627 - $148,829 |
 |
Sales Associate $15,476 - $61,676 |
 |
Customer Service Representative (CSR) $19,285 - $42,581 |
Common Future Jobs
Personal Financial Advisor
Salary Range
$29,286 - $148,683
|
Certified Financial Planner (CFP) $39,879 - $147,931 |
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Branch Manager, Banking $34,380 - $79,702 |
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Client Relationship Manager $35,976 - $128,706 |
Salary Map for
Personal Financial Advisor
Jobs
Highest Salaries By City for Personal Financial Advisor Jobs
Top Cities by Popularity for Personal Financial Advisor Jobs
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Personal Financial Advisor
Job Description
People with the job title Personal Financial Advisor typically fall into one of the following PayScale standard occupations.
Advise clients on financial plans utilizing knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate. Duties include assessing clients' assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives to establish investment strategies.
See Sample Job Descriptions for All Jobs
Partner Offers
Financial Aid May Be Available if You Qualify.
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More Charts for
Personal Financial Advisor
Jobs
Related Charts for Job: Personal Financial Advisor
Most Popular Years Experience for
Job: Personal Financial Advisor
Median Salary Charts
More 
Most Popular Employer Name for
Job: Personal Financial Advisor
Median Salary Charts
- Edward Jones Investments
- Ameriprise Financial, Inc.
- Waddell & Reed Financial Inc
- J.P. Morgan Chase & Co. (JPMCC)
- Morgan Stanley
- Ameriprise
- AXA Advisors LLC
Most Popular City for
Job: Personal Financial Advisor
Median Salary Charts
- New York, New York
- Atlanta, Georgia
- Dallas, Texas
- Boston, Massachusetts
- Houston, Texas
- San Diego, California
- Chicago, Illinois
Most Popular State or Province for
Job: Personal Financial Advisor
Median Salary Charts
More
Most Popular Company Size for
Job: Personal Financial Advisor
Median Salary Charts
More
Most Popular Annual Company Sales for
Job: Personal Financial Advisor
Median Salary Charts
More
Most Popular Certification for
Job: Personal Financial Advisor
Median Salary Charts
- Certified Financial Planner (CFP)
- Licensed Producer (IL) - Life, Health, Property, and Casualty
- National Association of Security Dealers (NASD), Series 7 License
- Certified Public Accountant (CPA)
- Business Certificate
- National Association of Security Dealers (NASD), Series 66 License
- National Association of Security Dealers (NASD), Series 63 License
Most Popular Skill/Specialty for
Job: Personal Financial Advisor
Median Salary Charts
- Sales
- Investment Planning
- Financial Analysis
- Insurance
- Portfolio Management
- financial advisor
- Investment Management
Most Popular Industry for
Job: Personal Financial Advisor
Median Salary Charts
- Financial Services
- Financial Planning
- Insurance & Financial Services
- Investment Services
- Banking
- Investment Banking / Brokerage
- Strategic Investments
Most Popular Employer Type for
Job: Personal Financial Advisor
Median Salary Charts
- Company
- Private Practice/Firm
- Self-Employed
- Franchise
- Government - State & Local
- Non-Profit Organization
- Foundation / Trust
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