Average Personal Financial Advisor with Customer Service Skills Salary

$61,962
Avg. SalaryShow Hourly Rate
$4,880
Bonus
$6,400
Profit Sharing
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The average salary for a Personal Financial Advisor with Customer Service skills is $61,962.
25%
$45k
25%
$62k
50%
$70k
75%
75%
MEDIAN $61,962
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United States (change)
Salary
$45k - $70k
Bonus
$1k - $5k
Profit Sharing
$0 - $6k
Total Pay
$36k - $85k

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 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 and Financial Advisor are correlated to pay that is above average. Skills that pay less than market rate include Customer Relationship Management (CRM) and Sales.

Years of Experience

This data is based on 8 survey responses.
Early Career
100.0%