Personal Financial Advisors
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.
A wage reference for United States.
Published wage percentiles describe a distribution within the source occupation group. They provide context for a career decision; employer packages and job offers have their own terms.
This wage group may include multiple detailed occupations. The figures are for the source group, which may be broader than Personal Financial Advisors. They are not an exact-title, employer, experience or seniority match.
May 2025 · USD · United States. Annual and hourly figures are shown only when the source publishes them; neither is calculated from the other.
U.S. Bureau of Labor Statistics occupational wage data, distributed through the O*NET® OnLine service.
Annual wage thresholds
USD per year
Hourly wage thresholds
USD per hour
| Percentile | Annual wage (USD/year) | Hourly wage (USD/hour) |
|---|---|---|
| 10th | $50,190 | $24.13 |
| 25th | $72,440 | $34.83 |
| 50th · Median | $105,070 | $50.51 |
| 75th | $176,790 | $84.99 |
| 90th | $357,020 | $171.65 |
“≥” means at least the published amount; “≤” means at most that amount. These are bounds, not exact values. “Not published” means the source did not provide that figure. Occupational wages follow the source definition and do not establish an employer’s base salary, equity or total compensation.
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Compare an entered wage with the published thresholds for United States. Your entry stays on this page.
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What this career involves.
Occupation definitions describe common work. Responsibilities and requirements vary by employer and specific job.
Selected title examples
Expand more title examples (43)
Typical tasks
- 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.
Expand more tasks (15)
- 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.
- Contact clients periodically to determine any changes in their financial status.
- Prepare or interpret for clients information, such as investment performance reports, financial document summaries, or income projections.
- Explain to clients the personal financial advisor's responsibilities and the types of services to be provided.
- Investigate available investment opportunities to determine compatibility with client financial plans.
- Guide clients in the gathering of information, such as bank account records, income tax returns, life and disability insurance records, pension plans, or wills.
- Monitor financial market trends to ensure that client plans are responsive.
- Recruit and maintain client bases.
- Meet with clients' other advisors, such as attorneys, accountants, trust officers, or investment bankers, to fully understand clients' financial goals and circumstances.
- Devise debt liquidation plans that include payoff priorities and timelines.
- Open accounts for clients, and disburse funds from accounts to creditors as agent for clients.
- Inform clients about tax benefits, government rebates, or other financial benefits of alternative-fuel vehicle purchases or energy-efficient home construction, improvements, or remodeling.
- Recommend environmentally responsible investments, such as cleantech, alternative energy, or conservation technologies, companies, or funds.
- Conduct seminars or workshops on financial planning topics, such as retirement planning, estate planning, or the evaluation of severance packages.
Skills used in this work
- Active Listening
- Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
- Reading Comprehension
- Understanding written sentences and paragraphs in work-related documents.
- Speaking
- Talking to others to convey information effectively.
- Writing
- Communicating effectively in writing as appropriate for the needs of the audience.
- Critical Thinking
- Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
- Complex Problem Solving
- Identifying complex problems and reviewing related information to develop and evaluate options and implement solutions.
Expand more skills (29)
- Judgment and Decision Making
- Considering the relative costs and benefits of potential actions to choose the most appropriate one.
- Mathematics
- Using mathematics to solve problems.
- Service Orientation
- Actively looking for ways to help people.
- Social Perceptiveness
- Being aware of others' reactions and understanding why they react as they do.
- Persuasion
- Persuading others to change their minds or behavior.
- Systems Analysis
- Determining how a system should work and how changes in conditions, operations, and the environment will affect outcomes.
- Systems Evaluation
- Identifying measures or indicators of system performance and the actions needed to improve or correct performance, relative to the goals of the system.
- Active Learning
- Understanding the implications of new information for both current and future problem-solving and decision-making.
- Monitoring
- Monitoring/Assessing performance of yourself, other individuals, or organizations to make improvements or take corrective action.
- Coordination
- Adjusting actions in relation to others' actions.
- Instructing
- Teaching others how to do something.
- Learning Strategies
- Selecting and using training/instructional methods and procedures appropriate for the situation when learning or teaching new things.
- Negotiation
- Bringing others together and trying to reconcile differences.
- Time Management
- Managing one's own time and the time of others.
- Management of Financial Resources
- Determining how money will be spent to get the work done, and accounting for these expenditures.
- Operations Analysis
- Analyzing needs and product requirements to create a design.
- Management of Personnel Resources
- Motivating, developing, and directing people as they work, identifying the best people for the job.
- Management of Material Resources
- Obtaining and seeing to the appropriate use of equipment, facilities, and materials needed to do certain work.
- Quality Control Analysis
- Conducting tests and inspections of products, services, or processes to evaluate quality or performance.
- Operations Monitoring
- Watching gauges, dials, or other indicators to make sure a machine is working properly.
- Programming
- Writing computer programs for various purposes.
- Technology Design
- Generating or adapting equipment and technology to serve user needs.
- Science
- Using scientific rules and methods to solve problems.
- Equipment Maintenance
- Performing routine maintenance on equipment and determining when and what kind of maintenance is needed.
- Equipment Selection
- Determining the kind of tools and equipment needed to do a job.
- Installation
- Installing equipment, machines, wiring, or programs to meet specifications.
- Operation and Control
- Controlling operations of equipment or systems.
- Repairing
- Repairing machines or systems using the needed tools.
- Troubleshooting
- Determining causes of operating errors and deciding what to do about it.
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