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NYL-Jian Guan

Personal Financial Planner

Tampa, FL · On-site

$120K/yr

We are looking for someone with a proven success record advising long-term clients, with superb ... Spanish, Portuguese, Chinese, Vietnamese, and Korean • Success as a financial planner, personal ...

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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 8, 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 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.

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 a CFP better than a CPA?

A Personal Financial Advisor with a CFP certification specializes in comprehensive financial planning, including investments, estate planning, and retirement strategies. A CPA primarily focuses on accounting, tax preparation, and auditing. Both certifications serve different roles, and the better credential depends on the specific financial services needed.

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, 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:
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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 May 2026, with employment types broken down into 1% As Needed, 78% Full Time, 20% Part Time, and 1% Temporary. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $66,164 per year, or $31.8 per hour.

Personal Financial Planner

NYL-Jian Guan

Tampa, FL • On-site

$120K/yr

Full-time

Posted 2 days ago

Job description

Description
Our firm is rapidly expanding, and we are looking for an experienced financial advisor to advise clients and help them make smart, profitable decisions to meet their financial goals. We are looking for someone with a proven success record advising long-term clients, with superb math, analysis, and customer service skills. If this sounds like a fit for your expertise, start your application today!
Responsibilities
• Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
• Design customized financial plans suitable for each client based on potential life changes and changing financial needs
• Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
• Collect each client's financial information to determine financial status, financial goals, cash flow, and financial expectations
• Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given
Qualifications
• Preferred Bilingual: Spanish, Portuguese, Chinese, Vietnamese, and Korean
• Success as a financial planner, personal financial advisor, or financial consultant is desired
• Bank Manager, Relationship Banker, Mortgage/Loan Officer, Small Business Banker is desired
• Bachelor's degree in business administration, finance, or related field is required
• Experience with computer programs, such as MS Office, Google Suite, CRM systems, and financial planning software is essential
• Superior customer service skills, math skills, relationship skills, and communication skills are preferred
• Knowledge of the financial industry, financial products, best practices, and tax regulations is desired
• Valid professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required

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