Personal Financial Advisors Jobs Pay in San Luis Obispo-Paso Robles, CA
Average Hourly Pay
$62.54
95.4%Above national average
Range: $59.56 – $65.52
Average Annual Pay
$130,079
95.4%Above national average
Range: $123,885 – $136,273
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
$53.16/hr
Range: $50.63 – $55.69
Annual Rate
$110,567
Range: $105,302 – $115,832
Mid level
3-5 years
Hourly Rate
$62.54/hr
Range: $59.56 – $65.52
Annual Rate
$130,079
Range: $123,885 – $136,273
Senior level
6+ years
Hourly Rate
$71.92/hr
Range: $68.49 – $75.35
Annual Rate
$149,591
Range: $142,468 – $156,714
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
