Salary distribution
Where New York personal financial advisors fall on the wage curve.
Distribution not available
The Bureau of Labor Statistics suppresses wage percentiles for this occupation and state when the surveyed cell has too few employers to publish without revealing individual firm pay. National figures and adjacent states below remain a useful reference.
Personal Financial Advisors in New York: actual employer-disclosed pay
Public records from 9 certified H-1B Labor Condition Applications filed with the U.S. Department of Labor. Median offered wage: $148,793. Every figure below is an actual offered salary an employer attested to under federal law.
By DOL wage level
DOL classifies every offer into one of four wage levels based on the role's experience and skill requirements.
| Level | Filings | Median offer |
|---|---|---|
| Level I — entry | 4 | $81,810 |
| Level II — qualified | 4 | $167,500 |
| Level IV — fully competent | 1 | $300,000 |
Top employers filing for this role
Companies with the most certified filings for Personal Financial Advisors in New York. Median offer is across all of that employer's filings.
| Employer | Most-filed title | Filings | Median |
|---|---|---|---|
| JPMorgan Chase & Co. | Executive Director, Investment Specialist | 2 | $235,000 |
| Taos Global Group of New York Inc. | Financial Advisor | 1 | $81,619 |
| Best Solution Mortgage Inc | Financial Advisor | 1 | $121,118 |
| MAZZMAR LLC | Personal Financial Advisor | 1 | $82,000 |
| AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED | Relationship Banker- Institutional | 1 | $148,793 |
| The Ayco Company, L.P., a Goldman Sachs Company | Analyst, Client Relationship Management | 1 | $71,300 |
| Marshall & Sterling Wealth Advisors, Inc. | Portfolio Manager | 1 | $171,912 |
| Range Tax Advisors LLC | Tax Manager | 1 | $165,000 |
Recent sample filings
A snapshot of recent certified offers. Each line is a real, public, verifiable record.
- Executive Director, Investment Specialist at JPMorgan Chase & Co.$300,000New YorkWage Level IVDecided May 7, 2025I-200-25120-922665
- Financial Advisor at Taos Global Group of New York Inc.$81,619FlushingWage Level IDecided Apr 18, 2025I-200-25103-859353
- Financial Advisor at Best Solution Mortgage Inc$121,118FlushingWage Level IDecided Mar 28, 2025I-200-25080-794146
- Personal Financial Advisor at MAZZMAR LLC$82,000New YorkWage Level IDecided Mar 27, 2025I-200-25079-791589
- Relationship Banker- Institutional at AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED$148,793NEW YORKWage Level IIDecided Mar 17, 2025I-203-25069-760705
- Analyst, Client Relationship Management at The Ayco Company, L.P., a Goldman Sachs Company$71,300CohoesWage Level IDecided Mar 14, 2025I-200-25066-754536
- Associate, Investment Specialist at JPMorgan Chase & Co.$170,000New YorkWage Level IIDecided Feb 26, 2025I-200-25050-706385
- Portfolio Manager at Marshall & Sterling Wealth Advisors, Inc.$171,912PoughkeepsieWage Level IIDecided Feb 21, 2025I-200-25044-690404
Source: U.S. Department of Labor, Office of Foreign Labor Certification. Disclosed wages reflect what employers attested to pay; actual paid wages may differ. Only certified filings are shown — denied and withdrawn cases are excluded.
Personal Financial Advisors pay by experience level in New York
Each band reflects DOL Wage Levels I-IV mapped onto a four-step ladder. Click a level to see the disclosed-wage range for that segment.
Personal Financial Advisors in New York, by industry
Median offered wage across 9 certified filings, grouped by NAICS industry sector. Finance and insurance leads with a median of $101,559.
| Industry | Largest employer | Filings | Median offer |
|---|---|---|---|
| Finance and insurance | Taos Global Group of New York Inc. | 6 | $101,559 |
| Professional services | JPMorgan Chase & Co. | 3 | $170,000 |
Sectors with at least 25 filings link to a dedicated page with full distribution and sample employer breakdown.
Wage trend
Median annual wage in New York over the past 2 BLS OES releases. Real values are CPI-adjusted to 2024 dollars.
Typical entry
Education
Bachelor's degree
Experience
None
On-the-job training
Long-term on-the-job training
Top skills (O*NET)
- 4.5 / 5
Customer and Personal Service
Knowledge
- 4.0 / 5
Economics and Accounting
Knowledge
- 4.0 / 5
Speaking
Basic skill
- 4.0 / 5
Writing
Basic skill
- 4.0 / 5
Active Listening
Basic skill
- 4.0 / 5
Reading Comprehension
Basic skill
- 4.0 / 5
English Language
Knowledge
- 4.0 / 5
Oral Comprehension
Ability
Common tasks (O*NET)
- 01
Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan.
- 02
Recommend to clients strategies in cash management, insurance coverage, investment planning, or other areas to help them achieve their financial goals.
- 03
Manage client portfolios, keeping client plans up-to-date.
- 04
Implement financial planning recommendations, or refer clients to someone who can assist them with plan implementation.
- 05
Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.
- 06
Answer clients' questions about the purposes and details of financial plans and strategies.
- 07
Review clients' accounts and plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment.
- 08
Contact clients periodically to determine any changes in their financial status.
10-year outlook
Growth 2024 → 2034
+9.6%
Projected annual openings
—
BLS outlook
Growing faster than average
Source: BLS Employment Projections, 2024–2034 cycle.
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Explore coursesTop metros in New York
Metro-level salary data for personal financial advisors in major New York metropolitan areas.
- New York City$168,350
- Buffalo$112,120
Compare Personal Financial Advisors pay across nearby states
Frequently asked questions
- What is the median salary for Personal Financial Advisors in New York?
- According to BLS Occupational Employment Statistics, the median annual wage for Personal Financial Advisors in New York is $167,970.
- How does New York compare to the national median for Personal Financial Advisors?
- The New York median is +64.8% versus the BLS national figure of $101,950.
- Is Personal Financial Advisors a growing field?
- BLS Employment Projections show employment growing by 9.6% over the projection cycle. See the 10-year outlook section above for details.
- What education is required for Personal Financial Advisors?
- BLS lists the typical entry-level education as Bachelor's degree. Many employers also weigh prior experience and credentials.
Information on this page is for general educational purposes only. It is not career, financial, or tax advice. Wage data reflects BLS estimates for the reference year shown and may not match individual offers, employer-specific ranges, or current market conditions. Confirm with a licensed professional before making career or compensation decisions.