Personal Financial Advisors
Job Zone 4 - Considerable preparation needed
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.
Median pay: $105,070/yr (U.S. national, May 2025)
Typical range nationwide (10th–90th percentile). This is a population snapshot, not a personal prediction - actual pay varies by location, employer, and experience.
Job outlook: +9.6% projected growth, 2024–2034 — much faster than average.
About 24,100 openings per year, on average, over the decade.
Typical entry-level education: Bachelor's degree.
Source: U.S. Bureau of Labor Statistics, OEWS and Employment Projections.
• Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan.
• Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.
• Answer clients' questions about the purposes and details of financial plans and strategies.
• Review clients' accounts and plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment.
• Manage client portfolios, keeping client plans up-to-date.
• Recommend to clients strategies in cash management, insurance coverage, investment planning, or other areas to help them achieve their financial goals.
• Recommend financial products, such as stocks, bonds, mutual funds, or insurance.
• Implement financial planning recommendations, or refer clients to someone who can assist them with plan implementation.
What's the median pay for Personal Financial Advisors?
The median pay for Personal Financial Advisors is $105,070 per year, per the U.S. Bureau of Labor Statistics.
What's the job outlook for Personal Financial Advisors?
Employment for Personal Financial Advisors is projected to change +9.6% from 2024 to 2034 - much faster than average.
What education is typically required for Personal Financial Advisors?
Typical entry-level education: Bachelor's degree.
How many job openings are there each year for Personal Financial Advisors?
About 24,100 openings per year, on average, over the decade.