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Personal Financial Advisor Jobs (NOW HIRING)

Wellby

Personal Financial Advisor

Webster, TX · On-site

Meets with clients to gather, discuss, and understand personal financial information such as current income, expenses, insurance coverage, tax status, financial goals, risk tolerance, and other ...

Wellby

Personal Financial Advisor

Webster, TX · On-site

Meets with clients to gather, discuss, and understand personal financial information such as current income, expenses, insurance coverage, tax status, financial goals, risk tolerance, and other ...

JMG Financial Group

Financial Advisor - WI

Madison, WI

$100K - $150K/yr

Advisors help clients plan for short- and long-term goals to achieve their personal financial objectives. Advisors will have supervisory responsibilities for a support team. Qualifications Required:

NYL-Jian Guan

Personal Financial Planner

Tampa, FL · On-site

$71K - $96K/yr

Description Our firm is rapidly expanding, and we are looking for an experienced financial advisor ... Spanish, Portuguese, Chinese, Vietnamese, and Korean • Success as a financial planner, personal ...

Dentist Advisors

Financial Advisor

Holladay, UT · On-site

Empower Dentist Advisors has quickly grown from a small start-up to a nationwide leader in personal financial planning and investment management for dentists. Through deep expertise in the dental ...

Dentist Advisors

Financial Advisor

Holladay, UT · On-site

Empower Dentist Advisors has quickly grown from a small start-up to a nationwide leader in personal financial planning and investment management for dentists. Through deep expertise in the dental ...

Weekday AI

Financial Advisor - CFA or CFP

Support the creation and refinement of workflows and procedures that embody best practices in everyday personal finance advising. Required Skills and Qualifications: * Several years of direct, client ...

Merit Financial Advisors

Financial Advisor

Albany, GA · On-site

The position:  The Financial Advisor is a fully licensed financial professional who manages a ... Manage a personal book of business with full client relationship ownership. * Provide holistic ...

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Personal Financial Advisor information

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$37.5K

$66.2K

$94.5K

How much do personal financial advisor jobs pay per year?

As of Jun 29, 2026, the average yearly pay for personal financial advisor in the United States is $66,164.00, according to ZipRecruiter salary data. Most workers in this role earn between $47,000.00 and $85,000.00 per year, depending on experience, location, and employer.

What does a personal finance advisor do?

A personal financial advisor helps clients manage their finances by providing advice on investments, savings, retirement planning, and debt management. They analyze clients' financial situations, develop personalized plans, and often use financial planning software; certifications like CFP can enhance credibility.

What is the difference between Personal Financial Advisor vs Financial Planner?

AspectPersonal Financial AdvisorFinancial Planner
CertificationsCFP, ChFC, Series 7/66CFP, ChFC, Series 7/66
Work EnvironmentIndividual clients, private practiceIndividual and corporate clients, firms
Industry UsageFinancial services, wealth managementFinancial planning, wealth management

Both Personal Financial Advisors and Financial Planners often hold similar certifications and work in the financial services industry. While Personal Financial Advisors typically focus on advising individual clients on investments, retirement, and estate planning, Financial Planners may have a broader scope, including comprehensive financial planning for individuals and families. The roles often overlap, but the term "Financial Planner" is more commonly used for professionals providing holistic financial advice.

Can a financial advisor help with crypto?

A personal financial advisor can provide guidance on cryptocurrency investments, including risk assessment and portfolio diversification. However, since cryptocurrencies are highly volatile and less regulated, advisors may need specialized knowledge or certifications to offer detailed advice on digital assets.

How do Personal Financial Advisors typically build and maintain client relationships in their daily work?

Personal Financial Advisors spend a significant portion of their time communicating with clients to understand their financial goals and concerns. Building trust is essential, so advisors often hold regular meetings, provide ongoing financial education, and proactively update clients on market changes or portfolio performance. Maintaining strong relationships also involves collaborating with clients' other professionals, such as accountants or attorneys, to ensure a comprehensive approach to financial planning. Effective advisors use a mix of in-person, phone, and digital communication to stay accessible and responsive to client needs.

What is a Personal Financial Advisor?

A Personal Financial Advisor is a professional who helps individuals manage their finances by providing guidance on investments, retirement planning, taxes, estate planning, and other financial matters. They work with clients to assess their financial goals and create tailored plans to achieve them. Personal Financial Advisors may also assist with budgeting, saving strategies, and risk management. Their advice is aimed at helping clients make informed decisions to secure their financial future.

Is $50,000 enough to work with a financial advisor?

A personal financial advisor typically recommends clients have at least $50,000 in investable assets to justify ongoing advisory fees, which often range from 0.5% to 1% annually. However, some advisors offer flat fees or lower minimums, so the suitability depends on your financial goals and the advisor's fee structure.

What Does a Personal Financial Advisor Do?

A personal financial advisor provides clients with financial advice about a variety of financial services, such as insurance and investment options, mortgage or refinancing opportunities, estate or retirement planning, and other ways to grow their clients’ wealth. As a personal financial advisor, your primary responsibilities include meeting with clients and determining their short- and long-term financial goals. Your duties include analyzing clients’ current finances, giving advice on services that align with reaching their goals, and educating them regarding the risks of various investments and taking on debt.

Is $200,000 enough to work with a financial advisor?

Personal financial advisors typically recommend clients have at least $250,000 in investable assets to justify ongoing advisory fees, though some firms may work with lower amounts. Having $200,000 can still allow for financial planning and investment management, especially if the advisor offers tiered fee structures or hourly services. The suitability depends on individual financial goals and the advisor's fee model.

What are the key skills and qualifications needed to thrive as a Personal Financial Advisor, and why are they important?

To thrive as a Personal Financial Advisor, you need strong analytical abilities, a solid understanding of financial planning, and typically a bachelor’s degree in finance, economics, or a related field, with certifications like CFP® being highly valued. Proficiency with financial planning software, portfolio management tools, and CRM systems is important for managing client accounts and preparing reports. Excellent interpersonal skills, active listening, and the ability to build trust set top advisors apart in client interactions. These skills are crucial for providing sound financial advice, fostering long-term client relationships, and ensuring successful financial outcomes.
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Personal Financial Advisor jobs near you
Personal Financial Advisor

Personal Financial Advisor

Wellby

Webster, TX • On-site

Full-time

Life, Retirement

Posted yesterday

Job description

It's fun to work in a company where people truly BELIEVE in what they're doing!

We're committed to bringing passion and customer focus to the business.

Duties/Responsibilities:
  • Experience with high quality service standards in all interactions with members, personal and all departments within the Credit Union
  • Educate members and credit union employees on investment products and services through seminars, branch trainings and other scheduled events.
  • Meets with clients to gather, discuss, and understand personal financial information such as current income, expenses, insurance coverage, tax status, financial goals, risk tolerance, and other information necessary for financial planning.
  • Assesses clients' financial objectives, assets, liabilities, cash flow, insurance coverage, and tax status.
  • Based on analysis of financial data, develops strategies and plans to help clients meet financial goals.
  • Effectively communicate information about the risks, attributes, features and benefits of investment products and services.
  • Monitors plan performance for clients; realigns and redistributes funds to maintain objectives.
  • Develop and execute a systematic approach to verbal and written client communication (min 7 contacts per year).
  • Provide regular feedback to the branch employees, credit union executives and sales manager regarding sales practices and business development initiatives.
  • Drive investment and credit union integration initiatives, e.g. Retail Experience training, seminars, Retail team focus days, etc.
  • Refer and Cross sell Credit Union products and services the member has an immediate need for at this moment in time.
  • Maintains knowledge of new and emerging investment trends and opportunities.
  • Builds additional skills and knowledge in the industry including obtaining additional licenses and certifications as appropriate.
  • Performs other related duties as required.
Required Skills/Abilities:
  • Excellent verbal and written communication skills.
  • Excellent interpersonal and customer service skills.
  • Extensive knowledge of financial markets and investment strategies.
  • Excellent organizational skills and attention to detail.
  • Strong analytical and problem-solving skills.
  • Proficient with Microsoft Office Suite or related software.
Minimum Requirements:
  • Bachelor's degree in Business or related field preferred.
  • Two years of related experience preferred.
  • License to sell at least one financial product (Series 6, Series 7, Series 63 and Series 65, state insurance license, etc.) preferred, but not required.
Preferred Requirements:
  • Professional industry designations are preferred including CFP, ChFC, CLU, etc.
  • Knowledge of a wide array of brokerage/banking products and services.
  • Proficient in fee-based Investment Advisory accounts including wrap accounts, SMA's, professionally managed solutions, mutual funds, ETF's, UIT's and structured investment products.
  • Fixed and Variable Annuities, Life Insurance, and Long-Term Care Insurance
  • Small Business Retirement plans including 401k's, Individual 401K's, SEP's, and SIMPLE IRA's
Physical Requirements:
  • Prolonged periods sitting at a desk and working on a computer.
  • Must be able to lift up to 15 pounds at times.

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