Average Personal Financial Advisor with Financial Advisor Skills Salary

$63,610
Avg. Salary
$8,000
Bonus
$4,000
Profit Sharing
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The average salary for a Personal Financial Advisor with Financial Advisor skills is $63,610.
10%
$50k
10%
$64k
50%
$101k
90%
90%
MEDIAN $63,610
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United States (change)
Salary
$50k - $101k
Bonus
$3k - $16k
Profit Sharing
$3k - $6k
Total Pay
$53k - $107k

Your Market Worth Over Time

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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 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 in Investment Planning and Financial Analysis are correlated to pay that is above average. Skills that pay less than market rate include Customer Relationship Management (CRM), Customer Service and Sales.

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 $62,129 based on 19 salaries. A mid-career Personal Financial Advisor with 5-9 years of experience earns an average total compensation of $61,854 based on 6 salaries. An experienced Personal Financial Advisor with 10-19 years of experience earns an average total compensation of $63,150 based on 5 salaries. In their late career (20 years and higher), employees earn an average total compensation of $59,773.

Years of Experience

This data is based on 36 survey responses.
Early Career
52.8%
Mid Career
16.7%
Experienced
13.9%
Late Career
16.7%