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Personal Financial Advisor Jobs (NOW HIRING)

Ameriprise Financial

Financial Advisor

Los Angeles, CA

$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

New York, NY · On-site

$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

Vienna, VA · 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 30, 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.
More about Personal Financial Advisor jobs
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Personal Financial Advisor jobs near you
Financial Advisor

Financial Advisor

Ameriprise Financial

Los Angeles, CA

$66K - $70K/yr

Full-time

Posted 24 days ago

Ameriprise rating

7.9

Company rating: 7.9 out of 10

Based on 119 frontline employees who took The Breakroom Quiz

82nd of 146 rated financial services

Job description

Are you looking to advance your career in a role with meaningful work? 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 clients' financial futures for each stage in their lives. It's a tremendous responsibility, but you won't go it alone. Thrive in a respectful, supportive environment that encourages you to perform at your peak!
We offer a competitive base salary plus uncapped monthly bonus opportunities and a full employee benefits package to support your wellbeing. You'll have access to extensive, in-person training taught by local leaders who will coach and develop you over three years to build a book of business and embark on a long-term career as an Ameriprise Financial advisor. We will provide tools and support to help you obtain your required licenses/credentials, and we'll cover your licensing and training costs. We recognize your achievements and understand that work is one of the many important aspects in your life. While maintaining respect for that life balance, we help you advance your career and reach your goals.

Key Responsibilities

Attend and engage in coaching and training led by the leadership team and established advisors.
Generate client prospects by attending local tradeshows and events, hosting seminars, joining networking groups, utilizing online marketing venues, and asking for referrals.
Develop and execute a marketing plan to attract and engage target audiences that will attract client prospects to build your practice.
Schedule and conduct financial planning and advice meetings with clients and client prospects.
Build deep, meaningful relationships with clients and develop a service model to provide solutions that support their financial goals.
Achieve or exceed program standards; receive additional compensation opportunities and recognition tied to your results.
Build a book of business as a stand-alone Ameriprise Financial advisor.
If desired, explore teaming opportunities with seasoned financial advisors as you achieve program standards and advance in your training curriculum.
Follow high standards of business and professional ethics and legal and regulatory requirements when serving clients and prospects and performing all

work-related activities.

Required Qualifications

3+ years of work experience with a proven track record of success.
Have a network of personal and professional contacts within the local area that you may engage for referrals.
Showcase a background in building strong relationships and delivering superior client service.
Cannot have been a financial advisor soliciting securities-based business or have a securities-based book of clients in the past 8-10 years.
Legally authorized to work in the U.S. and does not now or in the future require sponsorship for visa status.
Ability to obtain required licenses within 150 days of hire:

o FINRA Series 7 (Obtaining the Series 7 may include passing the Securities Industry Essentials exam plus the Series 7 top-off exam)
o State Securities (Series 63 or Series 66)
o State IAR (Series 65 or Series 66)
o State Life, Health Insurance and Variable Products lines

Preferred Qualifications

Four-year college degree, or equivalent
Demonstrate an entrepreneurial spirit and a desire to succeed in a goal-oriented environment.
Willingness and desire to be part of a coaching relationship and peer learning environment.
Proven track record of continued success in all industries and careers including, but not limited to: Accountants Attorneys Bankers CERTIFIED FINANCIAL PLANNER professionals* Community leaders Consultants Entrepreneurs Fundraisers Insurance agents Military personnel Professional athletes Real estate agents and developers Risk managers Sales and marketing professionals Teachers and educators

About Our Company
We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.

Base Pay Salary

$66,640 - $70,300

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.

Full-Time/Part-Time

Full time

Exempt/Non-Exempt

Non-Exempt

Job Family Group

Sales

Line of Business

AAG Ameriprise Advisor Group

What Ameriprise employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Ameriprise logo

About Ameriprise

Sourced by ZipRecruiter

At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.

Industry

Funds, trusts and financial programs

Company size

5,001 - 10,000 Employees

Headquarters location

Minneapolis, MN, US

Year founded

1894

Social media

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