Education Analysis

Education Requirements for Personal Financial Advisors

Does degree level affect salary? Based on education data in DOL PERM (green card) filings.

Salary by Education Level

What the Data Shows

For Personal Financial Advisors positions, filings requiring a Master's degree carried an average declared salary of $131,254 versus $129,630 for those requiring a Bachelor's - a premium of +1.3%. Across all certified filings with a stated education level, 78.2% accepted a Bachelor's degree as the minimum requirement.

Education vs Salary

Education LevelAverage SalaryFilings% of Total
Other$185,00010.6%
None$135,91142.6%
Master's$131,2542817.9%
Bachelor's$129,63012278.2%
Associate's$108,38910.6%

Education by Top Employer

EmployerMost Common Minimum% Bachelor's% Master'sMedian Salary
JPMorgan Chase & Co N/A N/A N/A $130,000
MERRILL LYNCH Bachelor's 100% 0% $56,430
Banco Santander International Bachelor's 100% 0% $145,750
Citibank, N.A. Bachelor's 50% 50% $141,000
JP Morgan Chase & Co Bachelor's 84.6% 15.4% $150,946
UBS Financial Services Inc Bachelor's 100% 0% $82,597
JP MORGAN CHASE CO Bachelor's 80% 20% $157,602
East West Bank Bachelor's 100% 0% $63,070
Morgan Stanley Smith Barney LLC Bachelor's 66.7% 33.3% $100,000
MONEX SECURITIES INC. Bachelor's 100% 0% $90,813
Credit Suisse Securities (USA) LLC N/A N/A N/A $100,000
Taos Global Group, Inc. N/A N/A N/A $48,194
Allied Consultants Inc. Bachelor's 66.7% 33.3% $43,200
Safra National Bank of New York None 0% 0% $115,000
Entholpy EMC Inc. Bachelor's 100% 0% $48,006
Bank of America N.A. N/A N/A N/A $162,500
Citi International Financial Services, LLC Bachelor's 100% 0% $80,000
Actinver Securities, Inc. Bachelor's 100% 0% $55,000
CGIS Securities LLC N/A N/A N/A $75,219
WELLS FARGO ADVISORS, LLC Bachelor's 100% 0% $135,013