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.
Personal Financial Advisors
SOC: 13-2052 O*NET: 13-2052.00
Median Salary
$102,140
per year
Job Growth
🚀 9.6%
Much Faster (2024-2034)
Annual Openings
24.1
projected jobs/year
Education Level
Bachelor's degree or higher
Job Zone 4
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.
Overview
Compensation & Benefits
Salary Distribution by Percentile
Understanding where you might fall in the salary range based on experience and location.
10th
$61,284
25th
$81,712
50th (Median)
$102,140
75th
$122,568
90th
$153,210
Percentile Explained: If you're in the 75th percentile, you earn more than 75% of workers in this occupation. Entry-level positions typically fall in the 10th-25th percentile range, while experienced professionals often reach the 75th-90th percentile.
Typical Benefits Package
Health & Wellness
- ✓Health Insurance
- ✓Dental Insurance
- ✓Vision Insurance
- ✓Mental Health Support
- ✓Wellness Programs
Financial Benefits
- ✓401(k) Retirement Plan
- ✓Employer Match (typically 3-6%)
- ✓Profit Sharing
- ✓Stock Options
- ✓Performance Bonuses
Work-Life Balance
- ✓Paid Time Off (15-25 days)
- ✓Paid Sick Leave
- ✓Flexible Work Arrangements
- ✓Remote Work Options
- ✓Parental Leave
Professional Development
- ✓Tuition Reimbursement
- ✓Professional Certifications
- ✓Conference Attendance
- ✓Training Programs
- ✓Mentorship Opportunities
Note: Benefits vary widely by employer, company size, and location. Large corporations and tech companies often offer more comprehensive packages, while small businesses may offer fewer benefits but more flexibility. Always review the complete compensation package, not just base salary.
Job Market Intelligence
Job Market Intelligence
High Demand
Market demand
Medium Risk
Automation risk
Current Employment
National Employment:326,000
10-Year Outlook
Growth Rate:+9.6%
Annual Openings:24,100
Employment Projections
2024 (Current)326,000
Current
2034 (Projected)357,200
+9.6%
+31,200
Employment Change
+9.6%
Growth Rate
10
Year Projection
Growth Category: Faster than average
Key Growth Factors
- •Faster than average growth expected
- •High current market demand
Top Skills
✓
Active Listening
Active Listening
✓
Reading Comprehension
Reading Comprehension
✓
Speaking
Speaking
✓
Writing
Writing
✓
Critical Thinking
Critical Thinking
✓
Complex Problem Solving
Complex Problem Solving
✓
Social Perceptiveness
Social Perceptiveness
✓
Judgment and Decision Making
Judgment and Decision Making
✓
Service Orientation
Service Orientation
✓
Mathematics
Mathematics
Key Knowledge Areas
✓
Customer and Personal Service
✓
Economics and Accounting
✓
English Language
✓
Mathematics
✓
Psychology
Education & Training
Education Required
Bachelor's degree or higher
Experience Required
A considerable amount of work-related skill, knowledge, or experience needed
Job Training
Significant preparation with related work experience