Personal Financial Advisors Jobs Pay in Stockton-Lodi, CA
Average Hourly Pay
$69.24
116.4%Above national average
Range: $65.94 – $72.53
Average Annual Pay
$144,013
116.4%Above national average
Range: $137,155 – $150,871
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
$58.85/hr
Range: $56.05 – $61.65
Annual Rate
$122,411
Range: $116,582 – $128,240
Mid level
3-5 years
Hourly Rate
$69.24/hr
Range: $65.94 – $72.53
Annual Rate
$144,013
Range: $137,155 – $150,871
Senior level
6+ years
Hourly Rate
$79.63/hr
Range: $75.83 – $83.41
Annual Rate
$165,615
Range: $157,728 – $173,502
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
