The average salary for a Personal Financial Advisor with Customer Relationship Management (CRM) skills is $60,000.
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$39k - $222k
$0 - $8k
$0 - $17k
$39k - $252k
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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.
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
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, Financial Analysis, Sales, Financial Advisor and Customer Service are correlated to pay that is above average.
Years of Experience
This data is based on 7 survey responses.
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