Personal Financial Advisors
Role Overview
Advise clients on financial plans using 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. May also buy and sell financial assets for clients. Excludes “Securities, Commodities, and Financial Services Sales Agents” (41-3031).
Recommended Majors
Salary by State (top paying)
| State | Median salary |
|---|---|
| New York | $167,970 |
| Idaho | $136,440 |
| California | $128,650 |
| Delaware | $128,170 |
| New Jersey | $123,690 |
| South Dakota | $123,380 |
| Maryland | $122,510 |
| Wisconsin | $115,680 |
| Washington | $112,020 |
| Connecticut | $107,030 |
| Illinois | $104,310 |
| Pennsylvania | $103,290 |
| Indiana | $101,670 |
| Massachusetts | $101,320 |
| Rhode Island | $100,880 |
Frequently Asked Questions
What is the job outlook for this career?
Projected growth and annual openings are from BLS Employment Projections. Use the sidebar for median salary and growth rate.
How does salary vary by state?
See the Salary by State table above for state-level median wages from OEWS data.
Median Annual Salary
$102,140
Projected Growth (10yr)
+9.6%
Avg. annual openings
24.1k
Market Insight
Explore salary and growth data to understand demand and earning potential for this role.
Career Roadmap
Download our step-by-step guide to becoming a :Personal Financial Advisors.
Download GuideJob Alerts
Get notified when new :Personal Financial Advisors roles are posted.