How To Become A Personal Investment Adviser: What It Is and Career Path

What is a personal investment adviser and how to become one

Updated January 8, 2025

3 min read

The average personal investment adviser salary is $119,629. The most common degree is a bachelor's degree degree with an business major. It usually takes 2-4 years of experience to become a personal investment adviser. Personal investment advisers with a Certified Public Accountant (CPA) certification earn more money. Between 2018 and 2028, the career is expected to grow 15% and produce 50,900 job opportunities across the U.S.

ScorePersonal Investment AdviserUS Average

Salary

8.1

Avg. Salary $119,629

Avg. Salary $59,228

Stability level

6.6

Growth rate 15%

Growth rate 0.3%

Diversity

5.0

Race

American Indian and Alaska Native 0.11%

Asian 8.34%

Black or African American 5.65%

Hispanic or Latino 9.47%

Unknown 4.37%

White 72.06%

Gender

female 51.53%

male 48.47%

Age - 44

Race

American Indian and Alaska Native 3.00%

Asian 7.00%

Black or African American 14.00%

Hispanic or Latino 19.00%

White 57.00%

Gender

female 47.00%

male 53.00%

Age - 44

Stress level

6.6

Stress level is high

7.1 - high

Complexity level

8.8

Complexity level is advanced

7 - challenging

Work life balance

5.6

Work life balance is fair

6.4 - fair

Key steps to become a personal investment adviser

Explore personal investment adviser education requirements

Most common personal investment adviser degrees

Bachelor's

64.7 %

Associate

12.2 %

High School Diploma

9.7 %

Start to develop specific personal investment adviser skills

Skills	Percentages
Customer Service	32.88%
Loan Applications	28.89%
Inbound Calls	6.92%
Product Knowledge	3.92%
Outbound Calls	3.73%

Complete relevant personal investment adviser training and internships

Accountants spend an average of 1-2 years on post-employment, on-the-job training. New personal investment advisers learn the skills and techniques required for their job and employer during this time. The chart below shows how long it takes to gain competency as a personal investment adviser based on U.S. Bureau of Labor Statistics data and data from real personal investment adviser resumes.

Research personal investment adviser duties and responsibilities

Create and manage investment securities portfolios optimize to address each client's specific needs using establish asset allocation principles.
Create and manage investment securities portfolios optimize to address each client's specific needs using establish asset allocation principles.
Assist in planning and implementation of logistics automation initiatives relate to vehicle fleet management and repair parts management.

Prepare your personal investment adviser resume

When your background is strong enough, you can start writing your personal investment adviser resume.

You can use Zippia's AI resume builder to make the resume writing process easier while also making sure that you include key information that hiring managers expect to see on a personal investment adviser resume. You'll find resume tips and examples of skills, responsibilities, and summaries, all provided by Zippi, your career sidekick.

Choose from 10+ customizable personal investment adviser resume templates

Build a professional personal investment adviser resume in minutes. Browse through our resume examples to identify the best way to word your resume. Then choose from 10+ resume templates to create your personal investment adviser resume.