How much does a Financial Advisor make in the United States?

Develops individualized wealth management financial plans and recommendations to help clients attain financial goals by selecting investment solutions to minimize risk and grow wealth. Uses broad knowledge of investment products to educate clients on available investment options and create planning scenarios for retirement, education savings, and other financial objectives. Keeps abreast of economic conditions and new financial products to inform and advise clients on potential enhancements to existing financial plans and create up-sell opportunities. Monitors client portfolios to ensure appropriate risk profile. Follows all regulatory and organizational policies and procedures. May be involved with selling or coordinating the purchase of additional financial products or services to clients. Requires a bachelor's degree in finance, accounting, business or equivalent. May have or be working towards the Certified Financial Planner (CFP) designation. Typically reports to a manager. Occasionally directed in several aspects of the work. Gaining exposure to some of the complex tasks within the job function. Typically requires 2 -4 years of related experience. View Financial Advisor II Salary

Develops individualized wealth management financial plans and recommendations to help clients attain financial goals by selecting investment solutions to minimize risk and grow wealth. Uses broad knowledge of investment products to educate clients on available investment options and create planning scenarios for retirement, education savings, and other financial objectives. Keeps abreast of economic conditions and new financial products to inform and advise clients on potential enhancements to existing financial plans and create up-sell opportunities. Monitors client portfolios to ensure appropriate risk profile. Follows all regulatory and organizational policies and procedures. May be involved with selling or coordinating the purchase of additional financial products or services to clients. Requires a bachelor's degree in finance, accounting, business or equivalent. May have the Certified Financial Planner (CFP) designation. Typically reports to a manager. Work is generally independent and collaborative in nature. Contributes to moderately complex aspects of a project. Typically requires 4 -7 years of related experience. View Financial Advisor III Salary

Analyzes and interprets financial data to advise and support strategic decision-making and achieve business objectives. Ensures all financial reporting, operations, and transactions maintain compliance with organizational and regulatory financial policies, standards, and controls. Utilizes financial modeling and analytical tools to measure and forecast the impact of various economic scenarios, risks, and business changes. Tracks variances between financial projections and actual results to identify and troubleshoot differences and recommend adjustments or improvements. Prepares balance sheets, income statements, cash flow analyses, and other financial reports to assess company performance and financial health. Requires a bachelor's degree. Typically reports to a manager. Work is generally independent and collaborative in nature. Contributes to moderately complex aspects of a project. Typically requires 4-7 years of related experience. View Financial Analyst III Salary

Analyzes and interprets financial data to advise and support strategic decision-making and achieve business objectives. Ensures all financial reporting, operations, and transactions maintain compliance with organizational and regulatory financial policies, standards, and controls. Utilizes financial modeling and analytical tools to measure and forecast the impact of various economic scenarios, risks, and business changes. Tracks variances between financial projections and actual results to identify and troubleshoot differences and recommend adjustments or improvements. Prepares balance sheets, income statements, cash flow analyses, and other financial reports to assess company performance and financial health. Requires a bachelor's degree. Typically reports to a manager. Works autonomously. Goals are generally communicated in "solution" or project goal terms. May provide a leadership role for the work group through knowledge in the area of specialization. Works on advanced, complex technical projects or business issues requiring state of the art technical or industry knowledge. Typically requires 10+ years of related experience. View Financial Analyst V Salary

Collects and maintains financial data to advise and support business objectives. Assists with preparation of financial reports and metrics for analysis. Updates and maintains financial dashboards for management insight. Ensures all financial reporting, operations, and transactions maintain compliance with organizational and regulatory financial policies, standards, and controls. May require a bachelor's degree. Typically reports to a supervisor. Works independently within established procedures associated with the specific job function. Has gained proficiency in multiple competencies relevant to the job. Typically requires 3-5 years of related experience. View Financial Assistant III Salary