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Financial Adviser

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Salary and Benefits

Financial Adviser
$60K-$73K / yr. (est.)
$60K
$66,766 / year
$73K
Average base salary
The salary information provided is based on data collected from various reliable sources and may vary depending on individual qualifications and other factors.

About Financial Adviser

What does a Financial Adviser do?
Man in corporate attire discussing in front
Two men and woman having a discussion while sitting at the table

As Financial Advisers, our primary tasks include understanding clients' financial goals, creating personalized financial plans, providing investment advice, helping with retirement planning, and offering guidance on tax and insurance matters. We use financial modeling and analysis tools to devise strategies that optimize clients' financial wellbeing. Throughout our work, we stay updated on market trends and regulatory changes to ensure clients make informed decisions. We also educate clients on financial products and services that best align with their objectives. Ultimately, we aim to build long-term relationships based on trust and effective financial management.

Core tasks:

  • Evaluating clients' financial status and risk tolerance
  • Developing customized financial plans and investment strategies
  • Monitoring clients' portfolios and making adjustments as needed
  • Providing guidance on retirement planning and savings
  • Advising on tax optimization and insurance coverage

Insights

Professional Growth

How Many Years of Experience Do Professionals Need Before Becoming Financial Adviser?
On average, people work 5-7 years in other positions prior to becoming a Financial Adviser.
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Financial AdviserNew York City, NY - A year ago
Who cares how long it takes! It's all about the knowledge and skills you have. Experience ain't everything. đŸ’Ș
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Financial AdviserMiami, FL - A year ago
😒 Oh please, being a Financial Adviser requires more than just hopping from job to job. You need proper education and expertise.

Professional Growth

How Long Do Financial Adviser Employees Typically Stay in Their Roles?
On average, Financial Advisers works in this position for 5+ years across multiple employers.
avatar-of-creator
Private BankerHouston, TX - A year ago
Ha! Financial Advisers boasting about 5+ years at several employers? In my world, stuff changes quick - 5 years at a single firm is an eternity! Keep grinding, folks, maybe you'll see the light!
avatar-of-creator
Estate Planning AttorneyMiami, FL - A year ago
🏝 While the average tenure may be 5+ years, planners must constantly adapt to changing tax codes. Our work moves at the speed of light, only taking breaks to soak up some sun!

Professional Growth

What Is the Job Hopper Score for Financial Adviser Employees?
Moderate job changes in Financial Adviser, showing some career movement without excessive turnover.
avatar-of-creator
High School TeacherChicago, IL - A year ago
I think this infographic provides a realistic perspective of career growth in the Financial Adviser field, which would be helpful for my students exploring different career options.
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Software EngineerSan Francisco, CA - A year ago
😡 This graphic completely misrepresents the potential career progression for Financial Advisers! This is nothing but a joke to us Software Engineers who witness rapid career growth within our field.

Career path

Path to job

Fields of study

Discover a Financial Adviser's areas of knowledge sorted by their majors.

Top educational institutions

Explore the list of higher education institutions that a Financial Adviser typically studied at.
New York University
Texas A&M University-Texarkana

Path after job

Subsequent positions

A Financial Adviser typically moves on to these titles.
100 %
Financial Advisor
Avg. length of tenure:5 years
Show jobs
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Community

Demographics

Culture & Values

What Is the Age and Gender Ratio of Financial Adviser Employees?
Gender ratio in Financial Adviser position: 0.81379643029426 Male and 0.18620356970574 Female. Age ratio in Financial Adviser position: 16-20: 5%, 21-30: 48%, 31-40: 22%, 41-50: 15%, 51-60: 8%, 60+: 2%. Financial Adviser position is predominantly male (81.4%) with the largest age group being 21-30 years old, followed by 31-40 years old.
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Financial AdviserPhoenix, AZ - A year ago
Age discrimination seems to be an issue in the Financial Adviser occupation. 😡
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Financial AdviserPhiladelphia, PA - A year ago
We need more diversity in this field to create a balanced and inclusive industry. 🌟

Workplaces

Professional Growth

Who Are the Top Employers for Financial Adviser?
Top employers of Financial Adviser position: Eagle Strategies, Edward Jones, New York Life. People who work in Financial Adviser position most typically go on to work for the Eagle Strategies.
avatar-of-creator
Financial AdviserBoston, MA - A year ago
I've worked for New York Life for over 10 years, and I can say they treat their employees well. Don't listen to the haters! đŸ’Ș
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Financial AdviserSan Francisco, CA - A year ago
I know many successful Financial Advisers who have never even heard of Eagle Strategies. This must be biased information! 🔍
Eagle Strategies
Edward Jones
New York Life

Professional Growth

What Industries Does Financial Adviser Typically Have Experience In?
Industry Background: The most typical industries of Financial Adviser: Finance & Insurance, Professional / Scientific / Technical, Mining / Oil & Gas, Administrative & Support, Information Technology. Financial Adviser employees most likely come from a Finance & Insurance industry background.
avatar-of-creator
Financial AdviserHouston, TX - A year ago
With the ever-changing economy, it's important to have a Financial Adviser who can navigate market fluctuations and secure your financial future. đŸ’Œ
avatar-of-creator
Financial AdviserPhiladelphia, PA - A year ago
Is being a Financial Adviser only for the wealthy? Can they really help those with limited resources? đŸ€”

Find your job as Financial Adviser

Remote only
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Discussion about Financial Adviser

Want to know more about Financial Adviser position?
Share your thoughts and ideas about Financial Adviser position with others in our community.
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What is the women/men ratio in the job of Financial Adviser?
avatar-of-creator
Liam Brown4 years ago
More men than women work as a Financial Adviser.
What is the typical age of people who work as a Financial Adviser?
avatar-of-creator
Liam Brown4 years ago
The average age is 33
Do I need a lot of experience to be a Financial Adviser?
avatar-of-creator
Benjamin Gardner4 years ago
You probably need around 6 years to work as a Financial Adviser
Which industries are highly likely to employ a Financial Adviser?
avatar-of-creator
Isabella Holmes4 years ago
Finance & Insurance is the most frequent for a Financial Adviser.
Do I need a degree to work as a Financial Adviser?
avatar-of-creator
Benjamin Gardner4 years ago
As a Financial Adviser you’ll probably need Bachelor of Science degree
As a Financial Adviser, which company should I definitely check out for jobs?
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Sophie Hayes4 years ago
It’s common for a Financial Adviser to work for Eagle Strategies, Edward Jones, New York Life, Primerica and Principal Financial Group
How many years do people work as a Financial Adviser before changing their role?
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Sophie Hayes4 years ago
On average people change after more than 5 years.
Is it frequent for people to switch companies and still work as a Financial Adviser?
avatar-of-creator
Liam Brown4 years ago
On average a Financial Adviser works for only a few companies.
What do people usually work as before switching to Financial Adviser?
avatar-of-creator
Liam Brown4 years ago
A Financial Adviser probably worked as Financial Services Professional, Financial Advisor or Agent before
What can be the next step in your career path from Financial Adviser?
avatar-of-creator
Sophie Hayes4 years ago
Working as Financial Adviser consider Financial Advisor as a next step in your career.
Don't Miss Out on the Perfect Financial Adviser job
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