Average Early-Career Personal Financial Advisor with Tax Preparation Skills Salary

$86,389
Avg. Salary
$5,500
Bonus
$2,875
Profit Sharing
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The average salary for an Early-Career Personal Financial Advisor with Tax Preparation skills is $86,389.
25%
$73k
MEDIAN
$86k
75%
$92k
Is Personal Financial Advisor your job title? Find out what you should be paid

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United States (change)
Salary
$73k - $92k
Bonus
$5k - $7k
Profit Sharing
$0 - $3k
Total Pay
$67k - $100k

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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.

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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.