ZipRecruiter

Log In

1

Personal Financial Advisor Jobs (NOW HIRING)

TruOak Financial Partners

Financial Advisor

Atlanta, GA · Hybrid

$123K/yr

Most financial advisor posts sound the same. They talk about upside opportunity, training, income ... This is for someone who wants to build a client base, grow a personal brand, earn based on ...

Sourced.

Be Seen First

Financial Advisor

Atlanta, GA · On-site

$70K - $100K/yr

We are seeking a Financial Advisor who is interested in leading a highly respected advocacy and ... Strong working knowledge of personal financial planning, retirement strategies, investments, and ...

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 ...

RHS Financial

Be Seen First

Junior Financial Advisor

San Francisco, CA · Remote

$70K - $100K/yr

You as a Wealth Planning Associate will be an Associate Financial Advisor in training (often called ... Degree in Finance, Economics, Accounting, Business, or Personal Financial Planning * Internship or ...

The Forge Companies

Financial Advisor II

Atlanta, GA · On-site

Job Summary A Financial Advisor II at Advocacy Wealth Management is responsible for providing ... Serve as a personal financial advisory resource for a client's attorney and CPA. * Establish and ...

Ameriprise Financial

Financial Advisor

Middleton, MA · On-site

$48K - $60K/yr

Do you want the stability of an industry-leading organization with entrepreneurial freedom to advance based on your personal results? As a Financial Advisor with Ameriprise, you'll help shape your ...

Ameriprise Financial

Financial Advisor

Tampa, FL

Do you want the stability of an industry-leading organization with entrepreneurial freedom to advance based on your personal results? As a Financial Advisor with Ameriprise, you'll help shape your ...

Ameriprise Financial

Financial Advisor

Downers Grove, IL · On-site

$45K - $60K/yr

Do you want the stability of an industry-leading organization with entrepreneurial freedom to advance based on your personal results? As a Financial Advisor with Ameriprise, you'll help shape your ...

Ameriprise Financial

Financial Advisor

Plano, TX · On-site

Do you want the stability of an industry-leading organization with entrepreneurial freedom to advance based on your personal results? As a Financial Advisor with Ameriprise, you'll help shape your ...

Ameriprise Financial

Financial Advisor

Los Angeles, CA · On-site

$66K - $70K/yr

Do you want the stability of an industry-leading organization with entrepreneurial freedom to advance based on your personal results? As a Financial Advisor with Ameriprise, you'll help shape your ...

Ameriprise Financial

Financial Advisor

Middleton, MA

$48K - $60K/yr

Do you want the stability of an industry-leading organization with entrepreneurial freedom to advance based on your personal results? As a Financial Advisor with Ameriprise, you'll help shape your ...

Ameriprise Financial

Financial Advisor

New York, NY

$55K - $66K/yr

Do you want the stability of an industry-leading organization with entrepreneurial freedom to advance based on your personal results? As a Financial Advisor with Ameriprise, you'll help shape your ...

next page

Showing results 1-20

All JobsPersonal Financial Advisor Jobs

Personal Financial Advisor information

See salary details

$37.5K

$66.2K

$94.5K

How much do personal financial advisor jobs pay per year?

As of Jul 20, 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 hold certifications such as CFP to ensure professional standards. Advisors typically work in financial firms or independently and may meet with clients regularly to review and adjust financial strategies.

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.

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.

How many financial advisors make $500,000 a year?

While most financial advisors earn less than $500,000 annually, a small percentage of top earners, often those with extensive client portfolios, specialized skills, or working in high-net-worth environments, do reach or exceed this level. Achieving such income typically requires significant experience, certifications like the CFP or CFA, and a strong client base. Overall, high earnings are concentrated among the top 10% of financial advisors.

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.

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

Personal financial advisors typically recommend a minimum of $250,000 to $500,000 in investable assets to justify ongoing advisory fees, which often range from 0.5% to 1% annually. With $200,000, clients can still work with a financial advisor, but they may need to consider fee structures like flat fees or hourly rates, and some advisors may have minimum account requirements. It's important to compare advisor fee models and services to determine if your assets align with their policies.

How much money do personal financial advisors make?

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.

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.
More about Personal Financial Advisor jobs
What cities are hiring for Personal Financial Advisor jobs? Cities with the most Personal Financial Advisor job openings:
What are the most commonly searched types of Personal Financial Advisor jobs? The most popular types of Personal Financial Advisor jobs are:
What states have the most Personal Financial Advisor jobs? States with the most job openings for Personal Financial Advisor jobs include:
What job categories do people searching Personal Financial Advisor jobs look for? The top searched job categories for Personal Financial Advisor jobs are:
What are popular job titles related to Personal Financial Advisor jobs? For Personal Financial Advisor jobs, the most frequently searched job titles are:
Personal Financial Advisor jobs near you
Infographic showing various Personal Financial Advisor job openings in the United States as of July 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $66,164 per year, or $31.8 per hour.
Associate Financial Advisor / Paraplanner

Associate Financial Advisor / Paraplanner

Farther Finance

San Francisco, CA • On-site, Remote

Full-time

Re-posted 16 days ago

Job description

Company Description
Farther is the first digital family office. Farther pairs established financial advisors with intelligent technology to deliver the modern wealth management experience that clients deserve and to empower advisors to provide better service to more clients.
We've reimagined what a wealth management platform delivers, allowing clients to easily find a financial advisor and communicate how and when they want, to customize, invest, and professionally manage their entire financial lives in one place, and to automatically squeeze more out of every hard-earned dollar to reduce their tax bills. In other words, we help our clients go Farther.
Farther's founders are leaders and innovators from the private wealth industry and possess a unique mix of traditional wealth management, fintech, and technology production expertise. We're backed by top tier venture capital firms, fintech investors and industry leaders.
Joining Farther means joining a collaborative team of entrepreneurs and builders who are passionate about helping our clients and our teammates achieve more. If you're the type who breaks through walls to get things done the right way, we want to go farther with you.
Job Description
As an Associate Financial Advisor, you will be responsible for supporting advisors and clients with your financial expertise and planning background, dedication to exceptional client service, and diligent followthrough.
As a pioneering member of Farther's advisor team, this is more than just a run of the mill wealth management opportunity - it's an opportunity to have a huge impact on the company and to change the entire wealth industry so it works better for clients and advisors.
Successful candidates are fastidious and tenacious, always aspiring to excellence in their craft and caring deeply about clients. Joining Farther is a once-in-a-lifetime opportunity to be and build the future of wealth management and reap the rewards for doing so.
Qualifications
RESPONSIBILITIES
  • Generate and update financial plans for prospective clients in planning software
  • Analyze and recommend investment portfolios for clients
  • Perform tax impact analysis for client portfolios changes
  • Coordinate all prospect and client meetings and meeting agendas
  • Manage and track client follow-up tasks
  • Input and maintain client information to keep current for sorting, reporting, scheduling, fee tracking and marketing purposes

REQUIREMENTS
  • Exceptional skills in portfolio analysis, asset allocation and securities selection, model portfolio management, and tax impact modeling
  • Excellent communicator, in both written and oral form
  • Experience in personal financial planning software like Right Capital or equivalent and portfolio analysis tools
  • High attention to detail
  • High level of discretion
  • Passion for building a better personal finance experience
  • Bachelor's degree and financial planning coursework completed
  • Minimum of 2 years working in a securities-related environment
  • Series 65 or equivalent; clean U4

BONUS POINTS
  • CFA or CFP certification

Additional Information
All your information will be kept confidential according to EEO guidelines.
Farther logo

About Farther

Sourced by ZipRecruiter

Farther is a new kind of financial institution: combining expert advisors and cutting-edge technology to deliver a comprehensive, tailored wealth management experience. Farther empowers advisors to deliver exceptional value to their clients -- on their own terms. We're here to help established advisors scale, providing everything they need to succeed from technology to client support and from marketing to mentoring. To deliver on that goal, we've reimagined what a wealth management platform delivers, allowing clients to easily find a financial advisor and communicate how and when they want, to customize, invest, and professionally manage their entire financial lives in one place, and to automatically squeeze more out of every hard-earned dollar to reduce their tax bills. In other words, we help our clients go Farther. Farther's founders are leaders and innovators from the private wealth industry and possess a unique mix of traditional wealth management, fintech, and technology production expertise. We're backed by top tier venture capital firms, fintech investors, and industry leaders. Joining Farther means joining a collaborative team of entrepreneurs and builders who are passionate about helping our clients and our teammates achieve more. If you're the type who breaks through walls to get things done the right way, we want to go farther with you.

Industry

Finance and insurance

Company size

51 - 200 Employees

Headquarters location

New York, NY, US

Year founded

2019

View All Farther Jobs

Apply