The average salary for an Entry-Level Personal Financial Advisor is $44,560.
Is Personal Financial Advisor your job title? Get a personalized salary report!
$38k - $78k
$400 - $9k
$0 - $4k
$29k - $69k
Your Market Worth Over Time
How has your pay changed over time for your market? Find out by taking our salary quiz.
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 m…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.
Explore the most common career paths for Personal Financial Advisor. Thickness and color of lines indicates how common a path is.
Personal Financial Advisor
More common (> 20%)
Somewhat common (8 - 20%)
Less common (< 8%)
Personal Financial Advisor Job Listings
Popular Skills for Personal Financial Advisor
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 $56,418 based on 106 salaries. A mid-career Personal Financial Advisor with 5-9 years of experience earns an average total compensation of $60,673 based on 55 salaries. An experienced Personal Financial Advisor with 10-19 years of experience earns an average total compensation of $62,352 based on 56 salaries. In their late career (20 years and higher), employees earn an average total compensation of $88,016.
Years of Experience
This data is based on 245 survey responses.
Related Job Salaries
$28k - $52k
$12k - $43k
$28k - $55k
$32k - $67k
$32k - $70k
$24k - $75k
$41k - $102k
$24k - $46k
$30k - $59k
$45k - $80k