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Table of Contents
Financial Advisor Career Reviews
The weighty responsibility of investing individuals’ savings and helping them build a secure retirement… takes both financial knowledge and interpersonal skills.
Personal financial advisors provide advice on investments, home ownership, estate planning, and more… to help people manage their finances and plan for the future. Personal financial advisors start by determining a client’s financial needs and how much risk they’re comfortable with, then helping set short- and long-term goals.
Advisors are experts on the benefits and limitations of many different types of investments, such as mutual funds, stocks and bonds, real estate, and related issues such as insurance and the tax implications of different investments. Marketing their services to potential clients is an ongoing part of the job.
To build their client base, personal financial advisors give seminars, participate in networking events, and seek referrals from current clients. Typically, advisors meet annually with clients to discuss their investment portfolio and make adjustments. Most personal financial advisors work in the finance and insurance industry, and many others are self-employed.
They usually work full time in offices, and some may meet with clients during evenings and weekends. Personal financial advisors typically need a bachelor’s degree; majoring in finance, economics, accounting, math, or law are all good preparation.
Finance is a highly regulated field: specific licenses are required to sell different investment or insurance products. Advisors may need to register with state regulators or the Securities and Exchange Commission.
Financial adviser Median pay (annual)
87,850$ USD 2019
89,160$ USD 2015
Financial Advisor Salary Estimates
| Glassdoor | PayScale | ZipRecruiter | StatesSalary.com |
| $36k–100kper year | $38k–110kper year | $30k–100kper year | $47k–92kper year |
| Financial Advisor United States | Financial Advisor United States | Financial Advisor United States | Financial Advisor United States |
American express financial advisor salary
| ZipRecruiter | Glassdoor | PayScale | Comparably |
| $27k–140k per year | $47k–93k per year | $57k–77k per year | $70k–72k per year |
| American Express Financial Advisor | Financial Analyst American Express | Financial Analyst American Express | Sr Financial Analyst American Express |
Morgan Stanley financial advisor salary
kper year, United StatesComparablyper yearUnited StatesGlassdoorkper year
| PayScale | Glassdoor | Comparably |
| $42k–150k per year | $13–850k per year | $18k–470k per year |
| Financial AdvisorMorgan Stanley | Financial Advisor Morgan Stanley | Morgan Stanley Financial Advisor |
Merrill Lynch financial advisor development program salary
Merrill Lynch Financial Advisor Development Program Salaries
| Job Title | Salary |
|---|---|
| Bank of America Merrill Lynch Financial Advisor Development Program salaries | $67,319/yr |
| Merrill Lynch Merrill Lynch Financial Advisor salaries | $47,334/yr |
Mcadam financial advisor salary
$60,000
The typical McAdam Financial Advisor salary is $60,000. Financial Advisor salaries at McAdam can range from $11 – $192,605.
The average salary for the role of Financial Advisor at McAdam Financially Advanced Financial Advisor yearly pay in the United States is approximately $100,000, which is 47% above the national average.
UBS financial advisor salary
| ZipRecruiter | Glassdoor | PayScale | Comparably |
| $25k–85k per year | $26k–230k per year | $46k–140k per year | $19k–510k per year |
| UBS Financial Advisor Trainee | Financial Advisor UBS | Financial Advisor UBS | UBS Financial Advisor |
Financial advisor Greenville sc salary
| ZipRecruiter | Glassdoor | PayScale | Comparably | Salary.com | ERI Economic Research Institute | |
| $41k–86k per year | $25k–52k per year | $46k–96k per year | $19k–510k per year | $33k–54k per year | $54k–96k per year | $29k–120k per year |
| Financial Planner Greenville, SC | Financial Advisor Edward Jones, Greenville, SC | Financial Advisor Greenville, SC | UBS Financial Advisor | Financial Aid Advisor Greenville, SC | Personal Financial Advisor Greenville, SC | Financial Advisor Edward Jones, South Carolina |
Financial advisor madison wi salary
| ZipRecruiter | Glassdoor | PayScale | Salary.com |
| $29k–98k per year | $44k–92k per year | $36k–80k per year | $31k–48k per year |
| Northwestern Mutual Financial AdvisorMadison, WI | Investment Advisor Madison, WI | Financial Advisor Madison, WI | Patient Financial Advisor Madison |
Orange county financial advisor
Salary.com$33k–54kper yearFinancial Aid AdvisorOrlando, FLZipRecruiter$27k–51kper yearFinancial Advisor AssistantOrlando, FLERI Economic Research Institute$27–47per hourPersonal Financial AdvisorOrlando, FL
| Salary.com | ZipRecruiter | ERI Economic Research Institute |
| $33k–54k per year | $27k–51k per year | $27–47per hour |
| Financial Aid Advisor Orlando, FL | Financial Advisor Assistant Orlando, FL | Personal Financial AdvisorOrlando, FL |
Charles banks financial advisor
$66,378
Total Pay AverageThe typical Charles Schwab Financial Advisor salary is $66,378.
Day in the life of a financial advisor
Financial advisor mission statement
Financial advisor Mission Statement want to help you develop, implement, and monitor a strategy. Financial advisor partner with clients in long-term, trusted financial advisory relationships. We strive to provide financial peace of mind by delivering tailored objective advice designed to give clients the confidence to pursue their own passion, dreams and talents. To create a financial strategy that will help our clients to “preserve what they already have, prepare themselves for financial uncertainty, know and understand your needs, wants, and long-term goals.
- Wealth Management, and peace of mind.
- Make a difference. Lead. Coach. Teach
- Create strong relationships. Commitment to clients.
- Independent ideas. Topnotch advice. Independent wealth.
Mutual of Omaha financial advisor
Approximately
$64,522 Average Mutual of Omaha Entry Level Financial Advisor yearly pay in the United States is approximately $64,522, which meets the national average. Salary information comes from 7 data points collected directly from employees, users, and past and present job advertisements on Indeed in the past 36 months. Average salaries for Mutual of Omaha Financial Advisor: [salary]. Mutual of Omaha salary trends based on salaries posted anonymously by Mutual of Omaha. Average Mutual of Omaha Financial Advisor yearly pay in the United States is approximately $75,313, which is 11% above the national average. Salary information comes from 156 data points collected directly from employees, users, and past and present job in the past 36 months.
Ameriprise Inc. financial advisor Jobs by Salary
| Job Title | Range | Average |
|---|---|---|
| Financial Advisor | Range:$35k – $129k | Average:$60,659 |
| Client Service Manager | Range:$35k – $79k | Average:$51,643 |
| Operations Manager | Range:$39k – $98k | Average:$62,137 |
| Registered Client Service Associate | Range:$39k – $70k | Average:$52,422 |
Bank of America financial advisor development program salary
$43,074
The typical Bank of America Financial Advisor Development Program salary is $43,074. Financial Advisor Development Program salaries at Bank of America can range from $23,091 – $50,512.
| ZipRecruiter | Salary.com | PayScale | Comparably | |
| $50k–110k per year | $56k–85k per year | $49k–71k per year | $55k–75k per year | $25k–670k per year |
| Financial Advisor Development Program United States | Bank Of America Financial Advisor Trainee | Financial AdvisorBank of America Corp. (BOFA), United States | Financial Advisor Bank of America Merrill Lynch, United States | Bank Of America Financial Advisor United States |
Financial advisor San Diego salary
| Glassdoor | ZipRecruiter | PayScale |
| $50k–200k per year | $31k–100k per year | $39k–93k per year |
| Financial Advisor LPL Financial, San Diego, CA | Financial AdvisorSan Diego, CA | Financial AdvisorSan Diego, CA |
New york life financial advisor salary
PayScale$35k–62kper yearFinancial AdvisorNew York Life Insurance Company, United StatesZipRecruiter$24k–120kper yearLife AdvisorUnited StatesLinkedIn$34k–100kper yearFinancial AdvisorNew York Life Insurance Company, United States
| ZipRecruiter | PayScale | |
| $34k–100k per year | $24k–120k per year | $35k–62k per year |
| Financial Advisor New York Life Insurance Company, United States | Financial Life Advisor United States | inancial AdvisorNew York Life Insurance Company, United States |
Massmutual financial advisor salary
$38,375
The typical MassMutual Financial Advisor salary is $38,375. Financial Advisor salaries at MassMutual can range from $1 – $201,651. Average MassMutual Financial Advisor yearly pay in the United States is approximately $70,526, which meets the national average.
First command financial advisor salary
$45,748
The typical First Command Financial Services Financial Advisor salary is $45,748. Financial Advisor salaries at First Command Financial Services can range from $21,828 – $150,330. Average First Command Financial Services, Inc. Financial Advisor yearly pay in the United States is approximately $77,471.
USAA financial advisor salary
| Glassdoor | PayScale |
| $42k–85k per year | $55k–78k per year |
| Financial AdvisorUSAA, United States | Financial Advisor Usaa Insurance, United States |
Wells Fargo financial advisor salary
Average Financial Advisor Salary at Wells Fargo & Co.
- Base Salary. $44k – $152k.
- Bonus. $2k – $21k.
- Profit Sharing. $0 – $400.
- Commission. $0 – $75k.
- $52k – $242k.
| Glassdoor | PayScale |
| $14k–290k per year | $44k–150k per year |
| Financial AdvisorWells Fargo, United States | Financial Advisor Wells Fargo & Co., United States |
JP morgan financial advisor salary
Total Pay Average
The typical J.P. Morgan Financial Advisor salary is $45,000. Financial Advisor salaries at J.P. Morgan can range from $23,123 – $150,000. This estimate is based upon 95 J.P. Morgan Financial Advisor salary report(s) provided by employees or estimated based upon statistical methods.
| Salary.com | Glassdoor | PayScale |
| $50k–76k per year | $23k–150k per year | $44k–180k per year |
| JPMorgan Chase & Co. Financial Advisor JPMorgan Chase & Co., United States | Financial AdvisorJ.P. Morgan, United States | Financial Advisor J.P. Morgan Chase & Co. (JPMCC), United States |
Financial advisor assistant salary
The base salary for Financial Advisor Assistant ranges from $43,877 to $57,426 with the average base salary of $50,591. The total cash compensation, which includes base, and annual incentives, can vary anywhere from $44,329 to $58,168 with the average total cash compensation of $51,116. The base salary for Financial Advisor Assistant ranges from $43,877 to $57,426 with the average base salary of $50,591.
| Average Salary | Average Salary Range | |
|---|---|---|
| Bonus | $525 | $453 – $741 |
| Total Pay | $51,116 | $44,329 – $58,168 |
Financial advisor Columbus Ohio
Average Financial Advisor Salary in Columbus, Ohio
- Base Salary. $36k – $94k.
- Bonus. $1k – $20k.
- Profit Sharing. $0 – $3k.
- $33k – $107k.
PayScale$36k–94kper yearFinancial AdvisorColumbus, OHGlassdoor$44k–74kper yearFinancial AnalystColumbus, OHSalary.com$49k–70kper yearFinancial Analyst IColumbus, OHZipRecruiter$26k–310kper yearAdvisorColumbus, OH
| ZipRecruiter | Glassdoor | PayScale | Salary.com |
| $26k–310k per year | $44k–74k per year | $36k–94k per year | $49k–70k per year |
| Financial advisor Columbus Ohio | Financial advisor Columbus Ohio | Financial advisor Columbus Ohio | Financial advisor Columbus Ohio |
Vanguard financial advisor salary
Total Pay Average: The typical Vanguard Financial Advisor salary is $62,013. Financial Advisor salaries at Vanguard can range from $48,745 – $127,228. This estimate is based upon 110 Vanguard Financial Advisor salary report(s) provided by employees or estimated based upon statistical methods.
| Glassdoor | PayScale |
| $49k–130k per year | $44k–81k per year |
| Financial Advisor Vanguard, United States | Financial Advisor The Vanguard Group, United States |
Morgan stanley financial advisor associate salary
$58,889 The typical Morgan Stanley Financial Advisor Associate salary is $58,889. Financial Advisor Associate salaries at Morgan Stanley can range from $16,838 – $438,850.
The typical Morgan Stanley Financial Advisor Associate salary is $58,889. Financial Advisor Associate salaries at Morgan Stanley can range from $16,838 – $438,850.
Senior financial advisor salary
While ZipRecruiter is seeing annual salaries as high as $356,000 and as low as $42,500, the majority of Senior Financial Advisor salaries currently range between $67,000 (25th percentile) to $138,000 (75th percentile) with top earners (90th percentile) making $316,000 annually across the United States.
| ZipRecruiter | Comparably | PayScale | Salary.com |
| $54k–320k per year | $33k–220k per year | $65k–150k per year | $75k–110k per year |
| Senior Financial AdvisorUnited States | Senior Financial AdvisorUnited States | Senior Financial Advisor United States | Senior Financial Analyst United States |
Financial Advisor Salary By Location
Financial Advisors Earn the Most Money.
| Rank | State | Average Annual Wage |
| 1 | New York | $166,100 |
| 2 | California | $141,100 |
| 3 | Connecticut | $137,120 |
| 4 | District of Columbia | $135,770 |
| 5 | Maine | $134,380 |
| 6 | Rhode Island | $132,990 |
| 7 | New Mexico | $127,350 |
| 8 | New Jersey | $127,220 |
| 9 | Florida | $126,700 |
| 10 | North Carolina | $125,240 |
Financial Advisor Salary By Rankings
| Rank | State | Average Annual Wage |
| 1 | New York | $166,100 |
| 2 | California | $141,100 |
| 3 | Connecticut | $137,120 |
| 4 | District of Columbia | $135,770 |
| 5 | Maine | $134,380 |
| 6 | Rhode Island | $132,990 |
| 7 | New Mexico | $127,350 |
| 8 | New Jersey | $127,220 |
| 9 | Florida | $126,700 |
| 10 | North Carolina | $125,240 |
Financial Advisor Salary By Experience
Salaries by years of experience in the United States
| Years of experience | Per year |
|---|---|
| 1 to 2 years | $58,119 |
| 3 to 5 years | $72,119 |
| 6 to 9 years | $90,433 |
| More than 10 years | $98,445 |
Financial Advisor Salary By Education
A bachelor’s degree is required for a career as a financial advisor. Major is acceptable in finance, economics, business, statistics or similar. Financial advisors can be generalists, or they can specialize in a number of areas, including retirement, taxes, estate planning, or insurance and risk management.
| Salary.com | Zippia | PayScale |
| $47k–92k per year | $44k–130k per year | $30k–53k per year |
| Personal Financial Advisor United States | Finance Advisor United States | Financial Aid Advisor United States |
Entry-level financial advisor salary– what financial advisors make when starting out
How To Be a Successful Financial Advisor
your demographic centers of influence that is the demographic of every top financial advisor not the end user there’s.
So many reasons why it shouldn’t be but let me just touch on this they put this in front of me today’s a good talking point keys to become a successful financial advisor and I pulled it up online. I’m looking at I love what he writes this is done by a very good coach in the industry great advisors take care of themselves first taking care of themselves love it have to do that they maintain clear vision they’re focused long-term focus.
I love that too I like what it says remain focus just don’t have a focus but remain focused key take care of yourself we focused remain focused intentional and directed to that which is important to you and with that top advisor right that’s important for you’re going to make mistakes get back on the horse ok every coach talks about that not a problem 5 control your time here’s where it starts getting interesting controlling your time.
It says here a great adviser does not let their day control them they have to take control of it the problem is and the problem with the rest of this year find a coach not a consultant never stop learning master the art of delegation first of all don’t delegate always empower give back a hundred percent give back but how do you do all this the key to doing all this is taking control of your time.
See this is the key and how do you take control of your time if your demographic is the affluent individual or wealthy family a big successful business owner and guess what you need hundreds of them to do your job how do you take control of your time there what happened to the time to take care of yourself. what happened into your vision your clear vision of maintaining that vision it’s out the window while you take care of their vision.
See you have to work with a demographic that has a leverage you need the center of influence build your relationships there take care of them, so they can Kate tear that they can take care of the demographic you want to with your help that gives you everything you want that lets you can take control of your time and that’s the key to becoming that’s a successful financial adviser having the life you’ve dreamed of that’s important that’s happening at all that’s a better way.
