$61,296
Avg. Salary
$18.54
Avg. Hourly Rate

Average additional compensation:

$6,459

Bonus

$4,000

Profit Sharing

$25,000

Commission

What am I worth?
How should I pay?

The average pay for a Personal Financial Advisor is $18.54 per hour.

The average pay for a Personal Financial Advisor is $61,296 per year.

10%
$11.23
10%
$18.54
50%
$40.27
90%
90%
MEDIAN $18.54
10%
$39k
10%
$61k
50%
$125k
90%
90%
MEDIAN $61,296
$39,220 - $125,194
$39K
$61K
$130K
MEDIAN: $61,296
10%
50%
90%

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$11.23 - $40.27
$11
$19
$40
MEDIAN: $18.54
10%
50%
90%

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$0$156K
Salary $39,220 - $125,194
Bonus $1,009 - $41,459
Profit Sharing $1,014 - $29,590
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).
)
$36,757 - $156,026
  • Country: United States
  • Currency: USD
  • Updated: 18 Apr 2019
  • Individuals Reporting: 208
Hourly Data $0$40
Hourly Rate $11.23 - $40.27
Overtime $22.00
Annual Data $0$156K
Bonus $1,009 - $41,459
Commission $25,000
Profit Sharing $1,014 - $29,590
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).
)
$36,757 - $156,026
  • Country: United States
  • Currency: USD
  • Updated: 18 Apr 2019
  • Individuals Reporting: 42

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.

Read More...
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
46 %
Male
54 %

Job Satisfaction

Extremely satisfied
Rated 5 out of 5
based on 34 votes.
Less than 1 year
8%
1-4 years
38%
5-9 years
17%
10-19 years
22%
20 years or more
15%

Experience Affects Personal Financial Advisor Salaries

▲218%

▲31%

National Average
$64,000

▼4%

▼20%

Skills That Affect Personal Financial Advisor Salaries



Financial Advisor
▲10%

▲1%

National Average
$64,000

Job Satisfaction

Extremely satisfied
Rated 5 out of 5
based on 34 votes.

Gender

Female
46 %
Male
54 %

Years of Experience

Less than 1 year
8%
1-4 years
38%
5-9 years
17%
10-19 years
22%
20 years or more
15%

Common Health Benefits

medical benefits
Medical: 70%
dental benefits
Dental: 52%
vision benefits
Vision: 42%
no benefits
None: 28%