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Personal Financial Advisor Jobs (NOW HIRING)

Turing

Remote Personal Financial Advisor

Manhattan, NY · Remote

$100 - $150/hr

Turing is looking for experienced financial advisors and planners with a strong background in personal finance, investment management, retirement planning, and tax optimization. Role Overview: * In ...

JMG Financial Group

Financial Advisor - WI

Madison, WI · On-site

$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:

A Hiring Company

Financial Advisor

Downers Grove, IL · On-site

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:

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$37.5K

$66.2K

$94.5K

How much do personal financial advisor jobs pay per year?

As of Aug 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 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.

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.

What are the key skills and qualifications needed to thrive as a personal financial advisor?

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.

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 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 you work for yourself as a personal financial advisor?

Yes, personal financial advisors can work independently as sole practitioners or start their own advisory firms, often requiring relevant certifications like the CFP and strong client management skills. Many advisors operate as independent contractors or own their own businesses, providing personalized financial planning services. Licensing and compliance with industry regulations are essential for self-employment in this field.

How much do personal financial advisors get paid?

Personal financial advisors typically earn a median annual salary of around $94,000, with earnings varying based on experience, location, and client base. Many advisors also earn commissions or fees for managing investments and providing financial planning services.
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Personal Financial Advisor jobs near you
Infographic showing various Personal Financial Advisor job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 76% Full Time, 19% Part Time, and 4% Contract. Highlights an 87% Physical, 2% Hybrid, and 11% Remote job distribution, with an average salary of $66,164 per year, or $31.8 per hour.

Personal Financial Advisor - Remote

Dallas, GA • On-site

YO AI Labs
See more jobs at YO AI Labsexternal

Full-time

Retirement

Re-posted 3 days ago

Job description

Job Title: Personal Financial Advisor (Private Wealth)

Job Type: Contractor - US ONLY

Location: Remote

Job Summary: In this role, you'll apply your expertise to help train next-generation AI systems. Your work will shape how models learn, reason, and perform through high-quality, real-world input. No prior experience in AI is required — your domain knowledge is what matters.

Key Responsibilities:

  • Deliver personalized, actionable financial guidance spanning budgeting, investment planning, retirement strategies, and debt management.
  • Review and assess realistic client scenarios to inform the development of advanced AI-assisted financial planning tools.
  • Provide clear, structured written feedback to help enhance AI systems' ability to support advisors and end clients with diverse financial needs.
  • Communicate complex financial concepts in a client-centric, easily understandable way.
  • Utilize strong judgment to balance immediate financial needs with long-term planning considerations.
  • Ensure all guidance reflects up-to-date regulatory compliance and best practices in private wealth management.
  • Act as a subject matter expert to ensure AI outputs reflect high-quality, thoughtful advice aligned with industry standards.

Required Skills and Qualifications:

  • 3+ years of hands-on experience in personal financial advisory or private wealth management, advising individual clients.
  • Proven ability to build trust and rapport with high-net-worth or mass affluent clients.
  • Deep knowledge of financial planning, investment management, retirement planning (401k, IRA, etc.), and debt management.
  • Solid grasp of tax-aware strategies and regulatory frameworks relevant to personal finance.
  • Excellent written and verbal communication skills, with an ability to translate complex advice into clear, actionable steps.
  • Exceptional judgment and decision-making capability in high-impact client scenarios.
  • CFP, CFA, or equivalent credential required.

Preferred Qualifications:

  • Direct experience at leading financial institutions such as Schwab, J.P. Morgan, Morgan Stanley, Bank of America Merrill Lynch, or Chase Private Banking.
  • Exposure to AI-assisted financial planning tools or processes (helpful but not required).
  • Track record of delivering high-quality advice that balances both technical accuracy and client-centric clarity.

Join our customer's team and leverage your expertise to help design the next generation of AI-assisted financial advisory solutions. This high-bar role offers you the chance to impact how tomorrow's advisors and clients will make better financial decisions—through your expert input, judgment, and real-world experience.