Careers · Personal Financial Advisors · New York
Personal Financial Advisors in New York
Personal financial advisors help clients develop and implement financial plans by analyzing their assets, liabilities, income, and goals. They provide guidance on investments, tax strategies, insurance, and retirement planning In New York the median pay is $166,400 a year, 58% above the national median of $105,070.
$166,400median pay in New York, per year
$102,080–$282,050middle half earn
21,550employed in New York
$105,070U.S. median, for comparison
Are you suited for this?
Four short assessments and your background, scored against personal financial advisors and 13,000 other careers — with the reasons. Free.
Four short assessments and your background, scored against personal financial advisors and 13,000 other careers — with the reasons. Free.
What it takes
Preparation: Considerable preparation (most need a bachelor’s degree and several years of experience). Most hold a bachelor’s degree.
Skills that matter most
Reading ComprehensionActive ListeningSpeakingWritingCritical ThinkingMathematicsSocial PerceptivenessService Orientation
Knowledge areas
Customer and Personal ServiceEconomics and AccountingEnglish LanguageMathematics (knowledge)PsychologyAdministration and Management
Full profile, interests that fit, certifications and training: Personal Financial Advisors.
Licenses and training in New York
Personal Financial Advisors pay in other states
New Jersey · $158,570California · $130,330Connecticut · $129,720South Dakota · $128,720Massachusetts · $125,670Delaware · $125,050Oregon · $122,830Illinois · $120,130Wisconsin · $119,430Washington · $114,050
Related occupations
Financial and Investment AnalystsInsurance UnderwritersFinancial Risk SpecialistsAccountants and AuditorsAppraisers of Personal and Business PropertyAppraisers and Assessors of Real EstateBudget AnalystsCredit Analysts
Are you suited for this?
Four short assessments and your background, scored against personal financial advisors and 13,000 other careers — with the reasons. Free.
Four short assessments and your background, scored against personal financial advisors and 13,000 other careers — with the reasons. Free.
O*NET-SOC 13-2052.00. Pay: BLS Occupational Employment and Wage Statistics, May 2025, New York, annual.