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Also called client advisor, financial advisor, financial advisor associate and financial investment advisor.
$105,070
Median pay a year
266,800
People do this work
6
Resume lines ready for you
Pay and headcount are from the Bureau of Labor Statistics. The lines are written from what the US Department of Labor records about this work.
An example
A Personal Financial Advisor resume, filled in
Every line below comes from the same public record as the rest of this page. The greyed parts are the ones only you can answer.
Personal Financial Advisor
1 certification
Summary
Personal Financial Advisor advising clients on financial plans, assessing assets and liabilities, and managing portfolios to align with financial objectives
Experience
Personal Financial Advisor
Where you worked
Month Year to Month Year
Interviewed clients to determine their current income, expenses, insurance coverage, and financial objectives
Analyzed financial information obtained from clients to determine strategies for meeting their financial objectives
Reviewed clients' accounts and plans regularly to assess the need for plan reassessment due to life or economic changes
Managed client portfolios, ensuring plans remained up-to-date with current financial conditions
Recommended strategies in cash management, insurance coverage, and investment planning to help clients achieve financial goals
Prepared and interpreted investment performance reports and financial document summaries for clients
Conducted seminars on financial planning topics, including retirement planning and estate planning
State license for this work Your state board, Year
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What to put on a Personal Financial Advisor resume
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What did you do each day?
Choose what fits, or say your own.
Interviewed clients to assess financial needsAnalyzed client financial information for strategiesAnswered client questions about financial plansReviewed client accounts for necessary adjustmentsManaged client portfolios and updated plansRecommended financial products to clients
becomes
On your resume
Interviewed clients to assess their financial needs and goals, establishing a foundation for personalized financial strategies.
Answered client questions regarding financial plans, providing clarity on investment options and strategies.
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Add how many clients you interviewed each week.
The line
Interviewed several clients each week to assess their financial needs and goals, establishing a foundation for personalized financial strategies
Add how many clients you interviewed each week.
Pick one that fits
Several clients each weekA few clients dailyMost clients during appointments
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In your wordsAdd it
Adding it to the line…
Added to your resume
Show what improved for clients after you answered their questions.
The line
Answered client questions regarding financial plans, providing clarity on investment options and strategies.
Show what improved for clients after you answered their questions.
Pick one that fits
Clients felt more confident in their choicesClients made informed decisions fasterClients expressed greater satisfaction with plans
Or add your own.
In your wordsAdd it
Adding it to the line…
Added to your resume
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What it is made of
Skills for a Personal Financial Advisor resume
What this work is made of. Rung offers these and keeps the ones you claim.
What are you good at?
Educating clients on finance
Recommending investments
Assessing client financial status
Implementing financial decisions
Interviewing clients
Identifying strategic investment opportunities
Computing debt repayment schedules
Analyzing market conditions
Preparing budgets
Interpreting financial information
Developing business relationships
Corresponding with customers
The work itself
What a Personal Financial Advisor does
The public record of what this job is, in one paragraph.
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. May also buy and sell financial assets for clients.
What it pays
How much does a Personal Financial Advisor make?
Annual pay across the United States. The middle figure is the median: half earn less than that, and half earn more.
25th percentile
$72,440
Median
$105,070
75th percentile
$176,790
About 266,800 people do this work in the United States.
This page is about the occupation Personal Financial Advisors. What this job involves and what it is made of come from O*NET 30.3, the US Department of Labor's occupation database, refreshed July 2026; Rung writes those records into the plain sentences you see. Pay comes from the Bureau of Labor Statistics OEWS release for 2025. Rung is an independent service and is not affiliated with or endorsed by either agency. How Rung handles accuracy is on the accuracy page, and the full data credits are on the credits page.