Personal Financial Advisor

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October 30, 2016

Jobs

Personal Financial Advisor Job Description

Personal Financial Advisors Advise clients on financial plans utilizing knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate. Duties include assessing clients’ assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives to establish investment strategies.

Personal Financial Advisor Salary Statistics as of 2015

Average annual salary for a Personal Financial Advisor is $61083 based on statistics in the U.S. as of 2015. The highest salary recorded was $130662. The lowest salary reported was $31081. These figures will vary on a state to state basis as these are averages across all 50 states.

Median hourly wage for a Personal Financial Advisor is $30.37 based on statistics in the U.S. as of 2015. The highest hourly rate recorded was $64.97. The lowest hourly rate recorded was $15.46. These figures will vary on a state to state basis as these are averages across all 50 states.

Bonuses for a Personal Financial Advisor are based on the years of experience using statistics from the U.S. as of 2015. The average bonus recorded was $15000 from people with 15+ years of experience. The average bonus recorded was $3000 from people with under 1 year of experience.

These are the highest paying states for a Personal Financial Advisor. These numbers are based of the median annual salary as of 2015.
California – $30,639 – $125,838
Florida – $18,400 – $95,000
Illinois – $30,410 – $108,496
New York – $25,168 – $228,457
North Carolina – $29,696 – $72,730
Pennsylvania – $24,730 – $96,958
Texas – $12,365 – $242,395

These are the highest paying cities for a Personal Financial Advisor. These numbers are based of the median annual salary as of 2015.
Chicago, Illinois –
Pittsburgh, Pennsylvania –
San Diego, California –
San Francisco, California –
Miami, Florida –
Charlotte, North Carolina –
Los Angeles, California –

This chart outlines the average annual salary of a Personal Financial Advisor from the past 5 years. In 2015 the average annual salary was $61083 while in 2007 it was just $56647.3

Job Outlook

Gender Statistics

Related Jobs

72%

28%

Based on our stats gathered across the U.S. 72% of Personal Financial Advisors were males while 28% were females. These numbers are based on averages across all states combined. Some individual states may have a much different ratio however.

Past Jobs

Financial Advisor
$29,715 – $128,131
Sales Associate
$15,579 – $56,149
Customer Service Representative (CSR)
$19,517 – $41,585

Future Jobs

Certified Financial Planner (CFP)
$40,083 – $128,053
Branch Manager, Banking
$34,293 – $72,191
Client Relationship Manager
$35,713 – $113,561


Personal Financial Advisor Jobs

 

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