$61,033
Avg. Salary
$18.00
Avg. Hourly Rate

Average additional compensation:

$6,150

Bonus

$2,543

Profit Sharing

$17,500

Commission

What am I worth?
How should I pay?

The average pay for a Personal Financial Advisor is $18.00 per hour.

The average pay for a Personal Financial Advisor is $61,033 per year.

10%
$16.73
10%
$18.00
50%
$22.60
90%
90%
MEDIAN $18.00
10%
$37k
10%
$61k
50%
$106k
90%
90%
MEDIAN $61,033
$37,177 - $105,508
$37K
$61K
$110K
MEDIAN: $61,033
10%
50%
90%

Add this chart to your site: 640px    300px

$16.73 - $22.60
$18
MEDIAN: $18.00
50%

Add this chart to your site: 640px    300px

$0$121K
Salary $37,177 - $105,508
Bonus $970 - $25,532
Profit Sharing $2,543
Commission $17,500
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).
)
$36,738 - $121,022
  • Country: United States
  • Currency: USD
  • Updated: 16 May 2019
  • Individuals Reporting: 53
Hourly Data $0$22
Hourly Rate $18.00
Overtime $0.00
Annual Data $0$121K
Bonus $970 - $25,532
Commission $17,500
Profit Sharing $2,543
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).
)
$36,738 - $121,022
  • Country: United States
  • Currency: USD
  • Updated: 16 May 2019
  • Individuals Reporting: 8

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.

Personal Financial Advisor Job Listings

Key Stats for Personal Financial Advisor

Gender

Female
49 %
Male
49 %

Job Satisfaction

Extremely satisfied
Rated 5 out of 5
based on 8 votes.
5-9 years
67%
10-19 years
33%

Skills That Affect Personal Financial Advisor Salaries

Investment Planning
▲27%

Financial Analysis
▲19%

Sales
▲3%

National Average
$65,000

Job Satisfaction

Extremely satisfied
Rated 5 out of 5
based on 8 votes.

Gender

Female
49 %
Male
49 %

Common Health Benefits

medical benefits
Medical: 70%
dental benefits
Dental: 50%
vision benefits
Vision: 43%
no benefits
None: 25%