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.
Annual wage data for Personal Financial Advisors (2024)
Estimated Total Employment (U.S.)
270,480
Line chart of annual wages by percentile. U.S. is the solid line. 10th percentile: U.S. $49,990. 25th percentile: U.S. $70,620. 50th percentile: U.S. $102,140. 75th percentile: U.S. $172,540. 90th percentile: U.S. $239,200. Use the left and right arrow keys to move between percentiles.
| Metric | U.S. |
|---|---|
| 10% of workers earn the following or less | $49,990 |
| 10% of workers earn the following or more | $239,200+ |
| Workers on average earn | $160,210 |
+ indicates wage is at or above the BLS reporting cap ($239,200/year)
Key competencies for this occupation, ranked by importance
Equipment and software commonly used in this occupation
Frequently requested by employers in job postings