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Personal Financial Advisor Jobs (NOW HIRING)

NYL-Jian Guan

Personal Financial Planner

Tampa, FL

$120K/yr

Our firm is rapidly expanding, and we are looking for an experienced financial advisor to advise ... Success as a financial planner, personal financial advisor, or financial consultant is desired

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

Chicago, 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

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 · 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

Chicago, 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

Tampa, FL · 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

Vienna, VA

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 ...

Ameriprise Financial

Financial Advisor

Bellevue, WA

$53K - $83K/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

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

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

Tampa, FL · 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 ...

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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 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

Financial Advisor

Tristate Financial Advisors

Chattanooga, TN • On-site

$100K/yr

Other

This job post has expired today. Applications are no longer accepted.

Job description

About the job


Tristate Financial Advisors (TFA) provides the ability to create your own financial success by helping clients enjoy their own. Previous finance experience isn’t required to join our team; however, the ability to quickly pick up on market trends, great people skills, a strong work ethic, and an entrepreneurial spirit are certainly prerequisites to excel in this career. We will provide you with extensive training, resources, and the support you’ll need to be better than your best.


Being a Tristate Financial Advisor requires a contemporary way of thinking and doing. At TFA, we’ve completely reinvented the concept of financial advice to provide our clients with a whole new level of satisfaction in their futures. Unlike most advisors, we go beyond the traditional focus of our clients personal and financial lives by considering a more important aspect of their financial picture: their profession.


Daily, our advisors:

  • Identify and set appointments with potential clients.
  • Meet with current and prospective clients to assess their financial needs.
  • Develop customized financial plans to address each of their clients’ desired goals.
  • Maintain strong relationships with clients, helping them track their progress over time.
  • Provide ongoing consultation and support.


TFA differs from other firms for many reasons, but our 'google meets wall street’ culture really sets us apart from the rest. Our fun, fast paced, yet laid-back mentality has helped us become a fast-growing firm that specializes in providing comprehensive financial planning and wealth management services to help our clients realize their dreams.


Features of this position:

  • One-on-one training from seasoned leaders in the local financial planning industry include:
  • Financial planning, analyzing investment portfolios, portfolio management & recommendations, marketing techniques, consultative selling, client service, and regulatory compliance.
  • Uncapped earning potential – advisors can make $100,000+ in their first year; advisors must be comfortable with most of their compensation coming from their individual results.
  • Significant career growth opportunities within the company, including a leadership program (District Manager, Field Vice President, and other opportunities).


Job Requirements:

  • Currently holds or working on a bachelor’s degree in business or industry-related field.
  • Ability to obtain series licenses.
  • Must be a U.S. or Permanent Resident.

    • Apply