How much does a Personal Financial Representative make? The average Personal Financial Representative salary is $37,720 as of August 27, 2023, but the salary range typically falls between $33,854 and $41,913. Salary ranges can vary widely depending on many important factors, including education, certifications, additional skills, the number of years you have spent in your profession. With more online, real-time compensation data than any other website, Salary.com helps you determine your exact pay target.
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Salary range for a Personal Financial Representative
$33,854 to $41,913
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What does a Personal Financial Representative do?
Personal Financial Representative
Adhere to credit union AML/BSA policy and procedures including CTR rules and form preparation, identify and refer suspicious activity to the Compliance Department, perform OFAC comparisons, and properly identify individuals in accordance with Branch Operations procedures.
January 26, 2023
Provide general information regarding all credit union products and services or regarding the credit union's policies to new and existing members.
March 01, 2023
Participate in business development activities including participating in orientations and on-sites.
March 07, 2023
Completes all required training and applies information, including all BVS courses, teller training, robbery training, and use of the intranet.
March 10, 2023
Assist members in completing payroll deduction, direct deposit forms and allocation requests, when necessary.
March 12, 2023
Attend credit union training sessions, conferences, or seminars if approved by the Branch Leader.
March 16, 2023
Understand all Teller functions and responsibilities and be able to function as a Teller if required.
March 25, 2023
Personal Financial Representative Salary in Major Cities
This chart shows the salary comparison for Personal Financial Representative between major cities. San Francisco City consistently ranks #1 as of August 27, 2023. Click on the chart to see the detail salary data for Personal Financial Representative in each city.
Personal Financial Representative Salary by State
- Alaska
- Alabama
- Arkansas
- Arizona
- California
- Colorado
- Connecticut
- District of Columbia
- Delaware
- Florida
- Georgia
- Hawaii
- Iowa
- Idaho
- Illinois
- Indiana
- Kansas
- Kentucky
- Louisiana
- Massachusetts
- Maryland
- Maine
- Michigan
- Minnesota
- Missouri
- Mississippi
- Montana
- North Carolina
- North Dakota
- Nebraska
- New Hampshire
- New Jersey
- New Mexico
- Nevada
- New York
- Ohio
- Oklahoma
- Oregon
- Pennsylvania
- Rhode Island
- South Carolina
- South Dakota
- Tennessee
- Texas
- Utah
- Virginia
- Vermont
- Washington
- Wisconsin
- West Virginia
- Wyoming
Personal Financial Representative Salary by City
Click to see the salary for Personal Financial Representative in these major U.S. cities.
| City Name | Average Salary |
|---|---|
| San Francisco, CA | $47,150 |
| Washington, DC | $41,990 |
| Miami, FL | $36,608 |
| Chicago, IL | $39,791 |
| Boston, MA | $42,499 |
| New York, NY | $44,321 |
| Dallas, TX | $37,475 |
If you'd like know Personal Financial Representative Salary in other cities, then please select a city in
Average Salary Range for Personal Financial Representative
Average Base Salary
Core compensation
33854
41913
Average Total Cash Compensation
Includes base and annual incentives
What is the average salary for Personal Financial Representative in 2023?
These charts show the average base salary (core compensation), as well as the average total cash compensation for the job of Personal Financial Representative in the United States. The base salary for Personal Financial Representative ranges from $33,854 to $41,913 with the average base salary of $37,720. The total cash compensation, which includes base, and annual incentives, can vary anywhere from $33,885 to $41,969 with the average total cash compensation of $37,788.
View Average Salary for Personal Financial Representative as table
| Average Salary | Average Salary Range | |
|---|---|---|
| Base Salary | $37,720 | $33,854 - $41,913 |
| Bonus | $67 | $31 - $57 |
| Total Pay | $37,788 | $33,885 - $41,969 |
* Base Salary represents gross income before taxes and deductions. It does not include additional pay such as benefits, bonuses, profit sharing or commissions.
* Total Pay combines base salary, bonuses, profit sharing, tips, commissions, overtime pay and other forms of cash earnings, as applicable for this job.
Estimate Salary for Personal Financial Representative online for free
Salary.com Estimate Salary Tool provides free, accurate and real-time salary for thousands of careers. Please enter the following pay factors for Personal Financial Representative, to get a real-time salary target. If you want to get more detailed salary information, please view Professional Salary Report
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Comments about Personal Financial Representative
What's the difference between Personal Financial Advisor and Personal Financial Representative?
According to our latest salary estimation on August 27, 2023. The average salary of Personal Financial Representative is $37,720, and the average salary of Personal Financial Advisor is $73,021. The average salary of Personal Financial Advisor is higher than Personal Financial Representative. ( 2023-08-28 salary.com )
I am a Personal Financial Representative, which location’s salary is higher, Pocatello, ID or Mesquite, TX?
Mesquite, TX typically sees higher pay than Pocatello, ID for Personal Financial Representative. a Personal Financial Representative Salary in Mesquite, TX is $37,435 as of August 27, 2023; a Personal Financial Representative Salary in Pocatello, ID is $32,779 as of August 27, 2023. ( 2023-08-28 salary.com )
Personal Financial Representative Frequently Asked Questions
Why does the salary of a Personal Financial Representative vary from city to city?
The cost of living is tied to salaries. If the expenses are higher in a particular city, then the wage level will be higher as well to afford the people can opportunity to live there. This is why you're always going to make more money in New York City for example, than in a small town. ( 2023-08-28 salary.com )
What are the Pay Factors for Personal Financial Representative?
Salary ranges for a Personal Financial Representative can vary widely, depending on the city and several other pay factors, including (but not limited to) education level, certifications, additional skills, and work experience. Click here to view Eight Factors That Can Affect Your Pay ( 2023-08-28 salary.com )
How the Pay Factors Influence Your Pay?
Salaries are ultimately dictated by the position being applied to, and hiring company, but there are several important pay factors that come into play based on your individual history that could impact your value to the company. Salary.com's Personal Salary Report will analyze these factors for you to help you maximize your earning potential. ( 2023-08-28 salary.com )
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Last Update: August 27, 2023