13
Personal Financial Advisors is a notable career in the 13 category. This page provides verified data from BLS OEWS 2024 + O*NET 29.0 (2024), helping you compare Personal Financial Advisors against similar careers and make data-driven decisions.
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11
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11
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13
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13
| soc | 13-2052 |
| title | Personal Financial Advisors |
| onet code | 13-2052.00 |
| description | 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. |
| job zone | 4 |
| major group | 13 |
| tot emp | 270,480 |
| a mean | 160,210 |
| a median | 102,140 |
| a pct10 | 49,990 |
| a pct25 | 70,620 |
| a pct75 | 172,540 |
| a pct90 | N/A |
| h mean | 77 |
| h median | 49 |
The day-to-day work of a personal financial advisors typically centers on interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan. Every task listed below is classified as Core in O*NET — they collectively define the role. Task descriptions below are quoted from the U.S. Department of Labor's O*NET 29.0 occupation profile.
Workers in this occupation rely most on Reading Comprehension, Active Listening, and Speaking. Across the top 10 skills, the average O*NET importance score is 3.80 out of 5 — highly rated for this role. Importance reflects how essential each skill is for adequate job performance.
Among working personal financial advisors, the most common entry qualification is a Bachelor's Degree (57.7%). Bachelor's-degree-or-higher credentials are reported by 92% of incumbents. This is a degree-heavy profession — most incumbents hold a four-year degree or beyond.
Median annual pay is highest in New York at $167,970 and lowest in Mississippi at $65,150 — a 2.6× spread. The top five states (New York, Idaho, California, Delaware, New Jersey) average $136,984. Figures reflect BLS OEWS May 2024 state-level wage estimates; percentiles shown are for full-time wage-earners in each state.
| State | Median | Mean | 10th % | 90th % | Employed |
|---|---|---|---|---|---|
| New York | $167,970 | $225,930 | $70,210 | — | 28,820 |
| Idaho | $136,440 | $143,410 | $49,820 | $203,990 | 930 |
| California | $128,650 | $170,480 | $65,990 | — | 34,070 |
| Delaware | $128,170 | $133,620 | $54,910 | $217,810 | 600 |
| New Jersey | $123,690 | $170,950 | $64,170 | — | 6,830 |
| South Dakota | $123,380 | $174,340 | $79,410 | — | 500 |
| Maryland | $122,510 | $173,120 | $51,170 | — | 5,560 |
| Wisconsin | $115,680 | $158,660 | $56,670 | — | 5,240 |
| Washington | $112,020 | $156,310 | $63,150 | — | 6,510 |
| Connecticut | $107,030 | $144,310 | $52,900 | — | 3,990 |
| Illinois | $104,310 | $153,440 | $54,150 | — | 10,410 |
| Pennsylvania | $103,290 | $164,140 | $49,990 | — | 12,370 |
| Indiana | $101,670 | $158,560 | $48,810 | — | 5,370 |
| Massachusetts | $101,320 | $147,450 | $65,060 | — | 7,410 |
| Rhode Island | $100,880 | $118,310 | $53,470 | $206,300 | 1,290 |
| District of Columbia | $100,840 | $137,650 | $65,120 | $224,350 | 650 |
| Kansas | $100,810 | $164,480 | $55,700 | — | 3,130 |
| Virginia | $99,990 | $155,160 | $57,880 | — | 5,560 |
| North Dakota | $98,990 | $114,900 | $55,850 | $217,370 | 480 |
| South Carolina | $98,900 | $140,490 | $51,360 | — | 2,070 |
| Michigan | $98,830 | $144,370 | $45,980 | — | 6,030 |
| Georgia | $98,490 | $150,650 | $45,960 | — | 7,540 |
| Montana | $96,670 | $145,440 | $52,340 | — | 480 |
| Minnesota | $94,420 | $134,100 | $44,380 | — | 6,360 |
| Tennessee | $89,390 | $143,910 | $40,400 | — | 4,350 |
| Florida | $88,040 | $157,670 | $47,460 | — | 21,230 |
| Colorado | $85,580 | $110,500 | $61,910 | $181,000 | 5,930 |
| Arizona | $85,150 | $104,330 | $45,470 | $163,770 | 7,190 |
| Missouri | $84,040 | $127,820 | $49,730 | $219,410 | 4,860 |
| New Hampshire | $82,530 | $104,340 | $56,100 | $160,560 | 1,710 |
| Texas | $82,180 | $126,020 | $47,830 | $229,510 | 17,570 |
| Ohio | $82,100 | $120,980 | $46,280 | $238,140 | 10,210 |
| Nevada | $81,940 | $142,290 | $51,630 | — | 1,430 |
| Iowa | $81,790 | $129,680 | $47,910 | — | 2,400 |
| Vermont | $81,360 | $114,990 | $49,990 | $234,100 | 480 |
| Oregon | $80,190 | $121,410 | $47,410 | — | 2,120 |
| Alabama | $79,600 | $129,240 | $35,710 | — | 2,320 |
| Kentucky | $79,100 | $162,520 | $46,280 | — | 1,870 |
| Louisiana | $78,150 | $166,400 | $42,570 | — | 1,280 |
| West Virginia | $77,790 | $132,360 | $39,100 | — | 730 |
| New Mexico | $77,710 | $135,110 | $39,100 | — | 570 |
| Hawaii | $75,680 | $124,640 | $49,920 | — | 610 |
| Arkansas | $75,150 | $116,990 | $34,050 | — | 1,250 |
| Nebraska | $74,040 | $127,430 | $44,900 | $224,700 | 1,670 |
| Oklahoma | $73,020 | $118,980 | $23,990 | — | 1,340 |
| Utah | $67,210 | $130,030 | $39,990 | — | 2,620 |
| Mississippi | $65,150 | $154,090 | $40,110 | — | 870 |
Recruiters and job boards use several alternate titles for personal financial advisors. Knowing these variants widens your job search — listings for Account Manager or Asset Analyst frequently describe the same role. The list below is a sample of the most common industry variants.
This data helps you understand how Personal Financial Advisors compares to others in the 13 category. Use it to make informed decisions based on verified data from BLS OEWS 2024 + O*NET 29.0.
careers with the closest data values to Personal Financial Advisors
The CertifyWize editorial team aggregates and verifies careers data from BLS OEWS 2024 + O*NET 29.0. Every statistic on this site is cross-referenced against the official source before publication, with quarterly re-verification cycles.
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