Personal Financial Advisor is a Miscellaneous Financial Investment Activities job with over 114 current openings filled by a Perm employee. Most Personal Financial Advisors are hired by companies in the Offices of Other Holding Companies industry. The average Perm Personal Financial Advisors job lasts 34 days.
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.
Company | # of Positions | Industry | Salary |
---|---|---|---|
Mesco Ltd | 1 | Miscellaneous Financial Investment Activities | $183,810 |
Choi, Kim, And Park, Llp | 1 | Offices of Certified Public Accountants | $103,043 |
Devere Usa, Inc. | 1 | All Other Financial Investment Activities | $206,731 |
First Broadway Financial, Inc. | 1 | Offices of Real Estate Agents and Brokers | $42,869 |
Aiva Florida Inc | 1 | All Other Professional, Scientific, and Technical Services | $139,152 |
Optima Capital Management, Inc. | 1 | Other Financial Investment Activities | $82,597 |
Legacy Capital Group California | 1 | Public Finance Activities | $58,178 |
Hanmi Bank | 1 | Commercial Banking | $74,818 |
Conduent Business Services, Llc | 1 | Computer Systems Design Services | $93,475 |
Richard So Insurance Agency, Inc. | 1 | Insurance Agencies and Brokerages | $90,355 |
Industry | Jobs | Salary |
---|---|---|
Offices of Other Holding Companies | 34 | $135,254 |
Commercial Banking | 25 | $140,045 |
All Other Financial Investment Activities | 14 | $127,091 |
Insurance Agencies and Brokerages | 4 | $62,509 |
Other Financial Investment Activities | 4 | $55,765 |
Miscellaneous Financial Investment Activities | 4 | $153,177 |
All Other Professional, Scientific, and Technical Services | 3 | $118,123 |
Offices of Certified Public Accountants | 3 | $131,581 |
Administrative Management and General Management Consulting Services | 2 | $118,352 |
Other Financial Vehicles | 2 | $89,731 |