Personal Financial Advisors
Advise clients on financial plans using knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate.
About the profession
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.
How to Get Started
Take a personality test to see if Personal Financial Advisors fits your profile
Career Match Test →Explore the Career Path section to see progression from junior to senior
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Jump to Learning Path →Video
Occupation on screen: Personal Financial Advisors (O*NET 13-2052.00). Closed captions in English and Spanish. CareerOneStop (U.S. Department of Labor, Employment and Training Administration)
Personality Fit
Based on the Personal Financial Advisors role, here are the RIASEC personality types that tend to thrive in this career. While these alignments are common, individual success depends on motivation, skill development, and finding the right work environment.
Conventional
Organizing, detail-oriented, structured
Enterprising
Leading, persuading, business
Investigative
Research, analysis, problem-solving
Not sure if these types match you? Take the full RIASEC assessment (4 min) to discover your personality profile and see how it aligns with hundreds of careers.
Career Path
Your career progression roadmap with salary growth at each level
Career Ladder
Junior Personal Financial Advisor → Associate Personal Financial Advisor → Senior Personal Financial Advisor → Lead Personal Financial Advisor
Where are you on this career path?
Click a level below to set your current position
Salary Growth
4
Levels
$239K
Top Salary
8+
Years
Learning Path
Skills you need to develop and courses to get there
🚀
Set your current level first
Go to the Career Path tab and select your current level to see your personalized learning plan.
Go to Career PathCareer levels
Timeline: 0-2 | Entry Level Base: $48,730 - $96,348/year With equity/bonuses: $53,603 - $115,618 Top markets (SF/NYC): $56,039 - $115,618 Execute core tasks using Reading…
Skills used in this career
Click any skill to see how to learn it and what salary boost it gives
Day in Life
Junior vs Senior, daily schedule breakdown
9am, Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a…
Income Dynamics
Conservative and aggressive scenarios for 10–15 years
Year 1: Entry level $34,111 - $86,713 Year 2-3: Junior level $96,348 - $136,767 Year 4-6: Mid level $136,767 - $148,284 Year 7-10: Senior level $148,284 - $201,162 Year 10+:…
Is this for me?
15 questions, answer honestly
You find the craft of a Personal Financial Advisor genuinely interesting, not just a paycheck You enjoy working with Reading Comprehension and Active Listening You communicate…
💰 Salary Range
BLS OEWS, May 2023Half of U.S. workers in this occupation earn more than this, half earn less.
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Create Free AccountPersonality types that fit this career
Based on career-match data from our Result Library:
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Related Reading
Related Holland / RIASEC Types