What Does a Personal Financial Consultant Do?

What Does a Personal Financial Consultant Do?

A personal financial consultant analyzes your financial health and provides a personalized report that outlines your long-term goals, immediate priorities, and plans of action. These financial consultants are knowledgeable about all aspects of personal finances and can offer guidance and support in achieving these goals. To get started, contact a personal financial consultant today. The benefits of working with a personal financial consultant are many. Read on to learn more about these professionals and the career paths they can take.


The National Association of Personal Financial Advisers (NAPFA) is a professional association of fee-only financial planners. The job requires knowledge of specific investing, credit, and tax laws. The best advisers earn at least $85,000 per year. A financial planning associate degree or specialty certificate can help you advance your career. In addition to gaining knowledge about the financial planning industry, PFAs must be good salespeople.

A personal financial advisor can offer a wide range of financial advice to individuals and small businesses. They can review a client’s finances, help them make investment decisions, and plan overall money strategies. While many professionals call themselves financial planners, they aren’t necessarily the best choice for most people. Some people, such as tax specialists, may be better equipped to give advice than others. If you’re interested in becoming a personal financial advisor, take a look at the following qualifications:


A personal financial consultant’s salary can vary widely, depending on the geographical region and number of years of experience. A recent PayScale report found that the average annual salary of a financial consultant is $68,000 in the United States. The lowest paid personal financial consultants earn around $43,000, while the highest paid earn over $106,000 per year. To find out more about salaries in your region, you can visit PayScale’s salary page.

According to the U.S. Bureau of Labor Statistics, the median salary of a personal financial consultant was $90,460 in May 2017. However, this figure can be much higher, if the personal financial consultant is in the right industry or city. In some cases, the salary is higher than $200,000.

Work environment

As a personal financial consultant, you will work with Service Members and their families, helping them make decisions about their future. You will help them plan for retirement and estate planning, among other areas. The work environment is usually quiet. You’ll need to know basic computer skills. Zeiders Enterprises, Inc. is an Equal Opportunity Employer. To apply, please send your resume to hr@zeiders.com.

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