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Personal Financial Representative Salary
in Arizona, United States

$75,055 (USD)

Average Salary

$36/hr

Average Hourly

$13,045

Average Bonus

Salary Recap

The average pay for a Personal Financial Representative is $75,055 a year and $36 an hour in Arizona, United States. The average salary range for a Personal Financial Representative is between $42,377 and $95,444. On average, a Master's Degree is the highest level of education for a Personal Financial Representative. This compensation analysis is based on salary survey data collected directly from employers and anonymous employees in Arizona, United States.

Average Salary Chart

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Job Summary

Description:
  • Prepares and implements financial plans for individuals, businesses, and organizations, utilizing knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate.
  • Asks client for information to determine client's assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives.
  • Assesses client's financial status, prepares financial plan based on analysis of data, and discusses financial options with client.
  • Prepares and submits documents to implement plan selected by client.
  • Maintains contact with client to revise plan based on modified needs of client or changes in investment market.
  • May refer client to other establishments to obtain services outlined in financial plan.
  • May sell insurance to client, recommending amount and type of coverage sales agent, insurance.
  • May buy and sell stocks and bonds for client registered representative.
  • May rent, buy, and sell property for client sales agent, real estate.
  • May be registered with professional self-regulatory association and be designated certified financial planner.

Salary Potential

Estimated salary in 2024:
$87,010
5 Year Change:
16 %

Education

Skills

Personal Financial Representative Job Listings for Arizona, United States

Sales Representative, An Excellent Financial Opportunity $120K+ a Year
Jan 13
Mohave Valley, AZ, USA
Symmetry Financial Group
... own personal production! · With hard work and dedication, you can earn $120K to $250K in your ... FINANCIAL INDEPENDENCE : We are passionate about creating an entrepreneurial platform for both ...
Customer Service Representative and Sales
Jan 16
Tempe, AZ, USA
Symmetry Financial Group
Representatives are responsible for meeting with and serving families that have requested help with ... Symmetry Financial Group is committed to ensuring your personal goals and objectives can be ...
Effectuall Sales Representative-Remarkable Financial Freedom!
Jan 16
Tucson, AZ, USA
The Steven Katz Agency
What we can offer you ... · A successful career path with upward mobility, personal, and ... FINANCIAL INDEPENDENCE: We are passionate about creating an entrepreneurial platform for both ...
Sales Representative - Extraordinary Financial Opportunity 120K+/Year
Dec 18
Tucson, AZ, USA
The Alan Katz Agency
Do you want to create Financial Freedom and Freedom of Time ... We have agents making $10,000 to $25,000 per month through their own personal production! With hard ...
Field Sales Representative / PT & FT $40 to 85k / Tempe AZ
Nov 23
Tempe, AZ, USA
CDA Financial Network
Income is driven by personal production * Positive reinforcement of work ethic via vacations/contests vs. minimum quota targets * Mentorship program based on personalized needs and goals Training ...
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