Average Personal Financial Advisor with Investment Management Skills Salary

$84,988
Avg. Salary
$9,826
Bonus
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The average salary for a Personal Financial Advisor with Investment Management skills is $84,988.
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United States (change)
Salary
$0 - $85k
Bonus
$0 - $10k
Total Pay
$0 - $88k

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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 that pay less than market rate include Customer Service, Financial Advisor, Sales, Financial Analysis and Investment Planning.