Average Personal Financial Advisor with Customer Relationship Management (CRM) Skills Salary

$60,000
Avg. Salary
$8,000
Bonus
$16,500
Profit Sharing
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The average salary for a Personal Financial Advisor with Customer Relationship Management (CRM) skills is $60,000.
10%
$39k
10%
$60k
50%
$222k
90%
90%
MEDIAN $60,000
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United States (change)
Salary
$39k - $222k
Bonus
$0 - $8k
Profit Sharing
$0 - $17k
Total Pay
$39k - $252k

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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 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.
Early Career
100.0%