Average Personal Financial Advisor with Investment Planning Skills Salary

$68,480
Avg. SalaryShow Hourly Rate
$7,717
Bonus
$12,500
Commission
$4,500
Profit Sharing
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The average salary for a Personal Financial Advisor with Investment Planning skills is $68,480.
10%
$42k
10%
$68k
50%
$141k
90%
90%
MEDIAN $68,480
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United States (change)
Salary
$42k - $141k
Bonus
$755 - $49k
Profit Sharing
$2k - $40k
Commission
$0 - $13k
Total Pay
$39k - $181k

Your Market Worth Over Time

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Job Description for Personal Financial Advisor

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.

Career Paths

Explore the most common career paths for Personal Financial Advisor. Thickness and color of lines indicates popularity of movement from one job to the next. Visit our career path planner to research other job paths.
Personal Financial Advisor
Financial Advisor
Financial Planner
Certified Financial Planner (CFP)
More common (> 20%)
Somewhat common (8 - 20%)
Less common (< 8%)

Personal Financial Advisor Job Listings

Popular Skills for Personal Financial Advisor

Skills in Financial Analysis are correlated to pay that is above average. Skills that pay less than market rate include Customer Relationship Management (CRM), Customer Service, Financial Advisor and Sales.

Pay by Experience Level for Personal Financial Advisor

An entry-level Personal Financial Advisor with less than 1 year experience can expect to earn an average total compensation (includes tips, bonus, and overtime pay) of $55,000 based on 7 salaries. An early career Personal Financial Advisor with 1-4 years of experience earns an average total compensation of $61,552 based on 31 salaries. A mid-career Personal Financial Advisor with 5-9 years of experience earns an average total compensation of $78,614 based on 17 salaries. An experienced Personal Financial Advisor with 10-19 years of experience earns an average total compensation of $69,750 based on 21 salaries. In their late career (20 years and higher), employees earn an average total compensation of $137,500.

Years of Experience

This data is based on 89 survey responses.
Entry Level
7.9%
Early Career
34.8%
Mid Career
19.1%
Experienced
23.6%
Late Career
14.6%