Personal Financial Advisors

Advise clients on financial plans using knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate. Duties include assessing clients' assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives.

$102,140
Median Annual Pay
Jobs growth:
+10% projected 2024–2034
Bachelor's degree
Typical Entry-Level Education

What They Do

Personal financial advisors provide advice to help individuals manage their money and plan for their financial future.

Programs That Prepare You

College programs linked to this occupation, ranked by graduate earnings

Finance and Financial Management Services(masters)University of Pennsylvania, PA
$216,287
Finance and Financial Management Services(masters)Vanderbilt University, TN
$154,552
Finance and Financial Management Services(masters)Southern Methodist University, TX
$126,888
Finance and Financial Management Services(masters)University of Wisconsin-Madison, WI
$122,802
Finance and Financial Management Services(bachelors)University of Pennsylvania, PA
$122,698
Finance and Financial Management Services(masters)Xavier University, OH
$119,834
Finance and Financial Management Services(masters)Northeastern University Professional Programs, MA
$119,202
Finance and Financial Management Services(masters)Northeastern University, MA
$119,202
Finance and Financial Management Services(masters)Boston College, MA
$117,278
Finance and Financial Management Services(masters)University of Florida, FL
$116,367
Finance and Financial Management Services(masters)Harvard University, MA
$111,894
Finance and Financial Management Services(masters)Georgetown University, DC
$110,674
Finance and Financial Management Services(postbacc-cert)North Carolina State University at Raleigh, NC
$107,359
Finance and Financial Management Services(masters)Tulane University of Louisiana, LA
$107,341
Finance and Financial Management Services(masters)University of Miami, FL
$107,285
Finance and Financial Management Services(bachelors)Georgetown University, DC
$106,218
Finance and Financial Management Services(bachelors)Washington University in St Louis, MO
$102,814
Finance and Financial Management Services(masters)Brandeis University, MA
$102,476
Finance and Financial Management Services(masters)University of Massachusetts-Dartmouth, MA
$102,476
Finance and Financial Management Services(masters)Clark University, MA
$102,476
Finance and Financial Management Services(masters)University of Massachusetts-Boston, MA
$102,476
Finance and Financial Management Services(masters)College of Our Lady of the Elms, MA
$102,476
Finance and Financial Management Services(masters)Suffolk University, MA
$102,476
Finance and Financial Management Services(masters)Creighton University, NE
$102,314
Finance and Financial Management Services(masters)San Diego State University, CA
$100,697

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