Average Personal Financial Advisor with Financial Analysis Skills Salary

$73,194
Avg. SalaryShow Hourly Rate
$6,000
Bonus
$20,000
Commission
$10,000
Profit Sharing
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The average salary for a Personal Financial Advisor with Financial Analysis skills is $73,194.
10%
$38k
10%
$73k
50%
$145k
90%
90%
MEDIAN $73,194
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United States (change)
Salary
$38k - $145k
Bonus
$582 - $50k
Profit Sharing
$1k - $25k
Commission
$0 - $20k
Total Pay
$37k - $220k

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 how common a path is.
Personal Financial Advisor
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 that pay less than market rate include Customer Relationship Management (CRM), Customer Service, Financial Advisor, Sales and Investment Planning.

Pay by Experience Level for Personal Financial Advisor

An early career Personal Financial Advisor with 1-4 years of experience earns an average total compensation (includes tips, bonus, and overtime pay) of $65,000 based on 25 salaries. A mid-career Personal Financial Advisor with 5-9 years of experience earns an average total compensation of $71,899 based on 19 salaries. An experienced Personal Financial Advisor with 10-19 years of experience earns an average total compensation of $78,611 based on 27 salaries. In their late career (20 years and higher), employees earn an average total compensation of $112,500.

Years of Experience

This data is based on 81 survey responses.
Early Career
30.9%
Mid Career
23.5%
Experienced
33.3%
Late Career
12.3%