The average salary for an Early-Career Personal Financial Advisor with Tax Preparation skills is $86,389.
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$67k - $100k
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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.
Personal Financial Advisor Job Listings
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Popular Skills for Personal Financial Advisor
Skills that pay less than market rate include Customer Service, Sales, Financial Advisor, Financial Analysis and Investment Planning.
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