Personal Financial Advisors Jobs Pay in San Jose-Sunnyvale-Santa Clara, CA
Average Hourly Pay
$88.33
176.0%Above national average
Range: $84.12 – $92.53
Average Annual Pay
$183,718
176.0%Above national average
Range: $174,970 – $192,467
How much do Personal Financial Advisors make?
Your level of experience is a key factor in determining your earning potential. Here's what you can expect at different career stages:
Entry Level
0-2 years
Hourly Rate
$75.08/hr
Range: $71.50 – $78.65
Annual Rate
$156,160
Range: $148,725 – $163,597
Mid level
3-5 years
Hourly Rate
$88.33/hr
Range: $84.12 – $92.53
Annual Rate
$183,718
Range: $174,970 – $192,467
Senior level
6+ years
Hourly Rate
$101.58/hr
Range: $96.74 – $106.41
Annual Rate
$211,276
Range: $201,215 – $221,337
Personal Financial Advisors job description
Personal Financial Advisors professionals manage financial operations, analyze data, and provide guidance on financial matters. They help organizations and individuals make informed financial decisions.
Responsibilities
- •Analyze financial data and reports
- •Prepare financial statements
- •Manage accounts and transactions
- •Ensure regulatory compliance
- •Provide financial advice
- •Monitor budgets and forecasts
Skills
- •Financial analysis
- •Accounting principles
- •Excel and financial software
- •Attention to detail
- •Communication skills
- •Problem-solving
Qualifications
- •Bachelor's degree in Finance/Accounting
- •Professional certifications (CPA, CFA)
- •Experience in financial services
- •Strong analytical skills
