Career Roadmap: Personal Financial Advisors
A structured progression path from entry-level to leadership, detailing what to expect at every stage.
Junior Level
0-2 Years
Junior Personal Financial Advisors
Typical Responsibilities
- Focus on execution and learning
- Mastering core tools
Estimated Comp
N/A
Mid Level
3-5 Years
Senior Personal Financial Advisors
Typical Responsibilities
- Focus on execution and learning
- Mastering core tools
Estimated Comp
Market Rate
Senior Level
5-8 Years
Lead Personal Financial Advisors
Typical Responsibilities
- Focus on execution and learning
- Mastering core tools
Estimated Comp
N/A
Executive Level
10+ Years
Director of Finance & Business
Typical Responsibilities
- Focus on execution and learning
- Mastering core tools
Estimated Comp
High
Ultimate Goal: Industry Leadership