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Working as a Personal Investment Adviser

There is more than meets the eye when it comes to being a personal investment adviser. For example, did you know that they make an average of $49.59 an hour? That's $103,155 a year!

Between 2018 and 2028, the career is expected to grow 7% and produce 19,100 job opportunities across the U.S.

What Does a Personal Investment Adviser Do

There are certain skills that many personal investment advisers have in order to accomplish their responsibilities. By taking a look through resumes, we were able to narrow down the most common skills for a person in this position. We discovered that a lot of resumes listed sales skills, math skills and speaking skills.

When it comes to the most important skills required to be a personal investment adviser, we found that a lot of resumes listed 23.5% of personal investment advisers included customer service, while 19.6% of resumes included loan applications, and 11.5% of resumes included financial needs. Hard skills like these are helpful to have when it comes to performing essential job responsibilities.

How To Become a Personal Investment Adviser

If you're interested in becoming a personal investment adviser, one of the first things to consider is how much education you need. We've determined that 51.2% of personal investment advisers have a bachelor's degree. In terms of higher education levels, we found that 13.2% of personal investment advisers have master's degrees. Even though most personal investment advisers have a college degree, it's possible to become one with only a high school degree or GED.

Choosing the right major is always an important step when researching how to become a personal investment adviser. When we researched the most common majors for a personal investment adviser, we found that they most commonly earn bachelor's degree degrees or high school diploma degrees. Other degrees that we often see on personal investment adviser resumes include master's degree degrees or associate degree degrees.

You may find that experience in other jobs will help you become a personal investment adviser. In fact, many personal investment adviser jobs require experience in a role such as customer service representative. Meanwhile, many personal investment advisers also have previous career experience in roles such as sales associate or cashier.

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Average Salary$103,155
Job Growth Rate7%

Personal Investment Adviser Career Paths

Top Careers Before Personal Investment Adviser

Cashier
7.2 %

Top Careers After Personal Investment Adviser

What is the right job for my career path?

Tell us your goals and we'll match you with the rights job to get there.

Average Salary for a Personal Investment Adviser

Personal Investment Advisers in America make an average salary of $103,155 per year or $50 per hour. The top 10 percent makes over $179,000 per year, while the bottom 10 percent under $59,000 per year.
Average Salary
$103,155

Best Paying Cities

0

Recently Added Salaries

Job TitleCompanyCompanyStart DateSalary
Analytics Advisor, Loyalty & Personalization
Analytics Advisor, Loyalty & Personalization
Caremark, LLC
Caremark, LLC
08/22/2019
08/22/2019
$135,00008/22/2019
$135,000
Personal Fiancial Advisor
Personal Fiancial Advisor
Anton Hendler, P.A
Anton Hendler, P.A
10/20/2011
10/20/2011
$33,39210/20/2011
$33,392

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Personal Investment Adviser Demographics

Gender

female

48.7 %

male

40.7 %

unknown

10.5 %

Ethnicity

White

76.5 %

Asian

8.2 %

Hispanic or Latino

7.9 %

Foreign Languages Spoken

Spanish

36.7 %

Mandarin

10.0 %

Indonesian

6.7 %
See More Demographics

Personal Investment Adviser Education

Majors

Business
24.9 %
Finance
10.4 %

Degrees

Bachelors

51.2 %

High School Diploma

14.3 %

Masters

13.2 %

Top Colleges for Personal Investment Advisers

1. University of Minnesota - Twin Cities

Minneapolis, MN • Public

In-State Tuition
$14,760
Enrollment
31,451

2. Howard University

Washington, DC • Private

In-State Tuition
$26,756
Enrollment
6,166

3. University of Pennsylvania

Philadelphia, PA • Private

In-State Tuition
$55,584
Enrollment
10,764

4. Northwestern University

Evanston, IL • Private

In-State Tuition
$54,568
Enrollment
8,451

5. Pennsylvania State University

University Park, PA • Public

In-State Tuition
$18,454
Enrollment
40,108

6. University of Nebraska - Lincoln

Lincoln, NE • Public

In-State Tuition
$9,242
Enrollment
20,592

7. University of Southern California

Los Angeles, CA • Private

In-State Tuition
$56,225
Enrollment
19,548

8. SUNY at Binghamton

Vestal, NY • Public

In-State Tuition
$9,808
Enrollment
13,990

9. Villanova University

Villanova, PA • Private

In-State Tuition
$53,308
Enrollment
6,819

10. San Diego State University

San Diego, CA • Public

In-State Tuition
$7,488
Enrollment
30,018
See More Education Info
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Full Time
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Top Skills For a Personal Investment Adviser

The skills section on your resume can be almost as important as the experience section, so you want it to be an accurate portrayal of what you can do. Luckily, we've found all of the skills you'll need so even if you don't have these skills yet, you know what you need to work on. Out of all the resumes we looked through, 23.5% of personal investment advisers listed customer service on their resume, but soft skills such as sales skills and math skills are important as well.

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Top Personal Investment Adviser Employers

1. The Vanguard Group
4.7
Avg. Salary: 
$134,304
Personal Investment Advisers Hired: 
8+
2. Allconnect
4.4
Avg. Salary: 
$77,982
Personal Investment Advisers Hired: 
8+
3. Fidelity Investments
4.8
Avg. Salary: 
$112,660
Personal Investment Advisers Hired: 
3+
4. JPMorgan Chase
4.9
Avg. Salary: 
$184,502
Personal Investment Advisers Hired: 
3+
5. Citi
4.8
Avg. Salary: 
$184,500
Personal Investment Advisers Hired: 
2+
6. AXA
4.9
Avg. Salary: 
$182,788
Personal Investment Advisers Hired: 
2+
Updated October 2, 2020