Careers · Personal Financial Advisors · Rhode Island
Personal Financial Advisors in Rhode Island
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 Rhode Island the median pay is $80,200 a year, 24% below the national median of $105,070.
$80,200median pay in Rhode Island, per year
$62,690–$133,440middle half earn
1,130employed in Rhode Island
$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 Rhode Island
Personal Financial Advisors pay in other states
New York · $166,400New Jersey · $158,570California · $130,330Connecticut · $129,720South Dakota · $128,720Massachusetts · $125,670Delaware · $125,050Oregon · $122,830Illinois · $120,130Wisconsin · $119,430
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, Rhode Island, annual.