Personal Financial Advisor Career Information : Personal Financial Advisor Salary

March 23, 2011 35 comments

A personal financial advisor can make between 000 to 00000 a year based on experience and job performance. Learn about the salary and compensation for a personal financial advisor from a certified personal financial advisor in this free video on a career in financial planning. Expert: Janice Dunn Bio: Janice Dunn is a certified personal financial advisor in Eugene, Oregon. Filmmaker: max koetter

Some days it seems like the world is awash in financial planners. Few of them qualify for the Certified Financial Planner designation. I met Annette Findling of Stonebridge Advisors at an open house event in Lincolnshire hosted by Linda Martin of Coldwell Banker. I asked Annette what a financial planner does and what the CFP designation means. Take a look at her answers.
Video Rating: 4 / 5

Financial Planning advisor, Career, financial, Information, personal, Salary

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Written by markfuller042 about 5 hours ago. Reply

I would say, you’re a very good advisor.. I wanna know you better and talk about business. You have a good video Janice keep it up!
Written by BobbyHaet about 4 hours ago. Reply

This is also very competitive there is an agent around every street corner (at least there is where I live) You have to pay many of your own expenses (Agency fees if you do not meet quotas< O & E insurance, licensing, office rent, supplies, etc.) I do not think selling insurance, annuities and mutual funds are the answer to everyone financial needs. I almost felt like I had to mislead people and just sell them something even if it wasnt in there best interest to meet my sales managers quota..
Written by BobbyHaet about 4 hours ago. Reply

Do not believe this lady. Shes a sales woman of course she can sell a job if nothing else.. I find the title financial advisor misleading. At the end of the day you get paid for sales, hence they should call it what it is “financial sales”. In my opinion an advisor should be someone who really cares about their client and gives them advice. I attempted this job and lasted one year. Didnt make a dime. Sure I could have stuck it out for another 5 years and probably started to do well but …
Written by BillHicks420 about 4 hours ago. Reply

@silverkasik Is money all you care about, really?
Written by bsd4me about 4 hours ago. Reply

@TheBlackLesbian why is that?
Written by Toxicjazzlove about 3 hours ago. Reply

@dish94 I had a friend in HS whose dad was a FA and they had nice cars and a big house
Written by silverkasik about 3 hours ago. Reply

I need $3M now! not when I get 60+ after 30years. And I am working on my series 7, 66, life etc. maybe I should switch to something else…
Written by TheBlackLesbian about 2 hours ago. Reply

only 5% of people who attempt this job will make it.
Written by TheBlackLesbian about 2 hours ago. Reply

Enough to pay off my huge college debt. I can only speak on my experience, because it’s not a salary job. The potential to make millions is there, but you have to have been working for like 20 or 30 years. It takes time to build clients.
I know that Financial Analyst make more.
Written by dish94 about 1 hour ago. Reply

@TheBlackLesbian okay…when u said the money is good…does that mean enough good to afford a big house and a nice car?:P sry if its too personal xD
Written by TheBlackLesbian about 10 minutes ago. Reply

It’s very boring, just letting you. I’ve been an advisor for 1 year now…but yes the money is good.
Written by dish94 about -368 seconds ago. Reply

i’m 15 right now and i wanna become a financial advisor and make millions!!!: DDD lol easy to say hard to do -_- xD
Written by wheightsd about -583 seconds ago. Reply

If you are at any professional job for 15 years you should be at the 100-200K level…
Written by theEBKman about -3184 seconds ago. Reply

do you have to be really good at math for this shit lo!
Written by Buttanator about -3806 seconds ago. Reply

Respect for you. Like I said very few make it and you are one of them. But think about how many people you seen come and go in your five years. Why did they leave? Are they bad sales men? No!!! It’s because the companies don’t pay crap unless you sell. And it takes time to build a business ground up. But what good is it if you can’t make your mortgage in the mean time?
Written by pibada2 about -5532 seconds ago. Reply

Most wirewhouses have a min production level.

My first year, my take home pay was 75 before taxes. By the end of my fifth year, I was averaging 520k in production with a 37% payout. I can tell you, I’m not the brightest guy nor do I consider myself in the top 0.5%. I know plenty of advisors like myself who are either at my level or higher.

Botton line, it’s not about luck or timing but your work ethic and determination to succeed.
Written by Buttanator about -8496 seconds ago. Reply

Well, they don’t work cheap but work for free. Most companies will not pay unless you sell.
Written by Buttanator about -11003 seconds ago. Reply

If you are working 10 year in the IT field will make 125k and you don’t have to suffer the first 5 years. Point is that few people make it that far and make money. As I mentioned underneath maybe .5% and guess what? .5% of Entry Level employees end up making 200k/year if they stick with company for 10/15 years.
Written by Analysta654 about -13941 seconds ago. Reply

@Buttanator

I agree with you. While I am not sure of the percentages, I do know that the majority of people don’t make allot of money, even after the 5-10 year mark. Further, the people who leave before then do so because they are not making enough to live on. What a deal for the financial services company. Have someone work cheap for a few years then when they leave, they get to keep their clientèle. Talk about a win -win for the fin. svcs. company!
Written by pibada2 about -16630 seconds ago. Reply

if you’re averaging 125-250 range after your tenth year, you are in the lower quintile.
Written by toyotas2006 about -20157 seconds ago. Reply

Who’s been punching her in the face?
Written by Buttanator about -21540 seconds ago. Reply

I have been a financial advisor 3 years. I averaged 50k per year. I met one person in my company who made 100k+ first 18 month and that was pure luck. He made that off of one case. Pure luck and even he admitted it. Right place at the right time.
Written by Buttanator about -23167 seconds ago. Reply

Most of it is true. However she forgot to mention maybe .5% of the of the people starting this job actually make it past 2 years. Not 5% but .5% And yes those .5% make good money. Now the other 99.5% end up with bad credit and broke.
Written by Bloodymuddy about -26457 seconds ago. Reply

True Ignorance to just say all financial advisors were born connected. You have to make these contacts and be really smart. Nothing in Life is handed to you.
Written by 55Duran about -27598 seconds ago. Reply

no its not
Written by seritavanscyocmnh about -30387 seconds ago. Reply

Do you think to marry here you go **rockmycity.info**
Written by AirelonTrading about -33405 seconds ago. Reply

@bributcher That being said … my original comments were to help people expose those who were still using outdated theories – such as Modern Portfolio Theory – which many people do.

I understand that most people do not have my expertise, my knowledge, or my skill set. Most can’t do what I do, unless they’re willing to dedicate the time neccessary to learn.

But I sure as heck can help steer people towards a competent CFP – rather than one that is looking in a linear mindset.
Written by AirelonTrading about -35805 seconds ago. Reply

@bributcher Who said anything about predicting the future? Did I? No. You probably are not aware of who I am, or what I’ve done this last year.

My point, is that most CFP’s are still using outdated Gaussian linear Modern Portfolio Theory – w/ outdated bell curves. Problem being, the markets aren’t linear – like any complex system – they are non-linear and need to be approached in such a manner.

In 2007- those who follow non-linear outlays knew what was coming …
Written by bributcher about -38014 seconds ago. Reply

@AirelonTrading – if you need advice that predicts the future then I suggest you go to a clairvoyant !!! A financial planners job is to make the investment tax effecient and to create a portfolio that balances risk & return in accordance with a client risk profile. No-one can predict the future.
Written by p4jkafla about -38528 seconds ago. Reply

Sure…your point being what? If you don’t need to spend the money now (or even in the foreseable future), your advice would absolutely cripple someone over the long term.
Written by MrBaki56 about -40120 seconds ago. Reply

good explanation
Written by AirelonTrading about -42755 seconds ago. Reply

My only question to any financial planner – is for them to show me audited statements for what % were they recommending to clients in 2007 for high net worth individuals to be invested in the stock market, and what % was recommended for straight cash.

If it was over 10% to be invested – in other words 11% to 80%, dump them.
Written by archiebunkerfan about -44758 seconds ago. Reply

you can make money, of course… from client’s commission.
Stock market – one fruit steals from another.
Written by AvA805 about -48316 seconds ago. Reply

annette findling is my neighbor!!
Written by danielfindling about -51113 seconds ago. Reply

Is this a coincidence or what? My brother,is
Darren Findling and he owns Stonebridge Real Estate. wow!

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