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Personal Financial Advisors Salary in Charleston, SC

In the 2025 U.S. Bureau of Labor Statistics, OEWS dataset, Personal Financial Advisors in Charleston, SC have a median annual salary of $125,700. Recorded earnings range from $44,910 at the 10th percentile to $187,270 at the 90th percentile.

Source: U.S. Bureau of Labor Statistics, OEWS · Data year: 2025 · Last updated: 2026-09-22

Salary overview

Median annual salary

$125,700

Data year: 2025

Hourly median

$60.43

Employment

—

Source

U.S. Bureau of Labor Statistics, OEWS

Salary distribution

$44,910
10th
$63,170
25th
$125,700
Median
$187,270
75th
$187,270
90th

Local compared with national

Charleston, SC

$125,700

Median annual · 2025

United States

$105,070

Median annual · 2025

The Charleston, SC median is 19.6% above the national median in the available dataset (a difference of $20,630).

Top skills

  1. 1.Reading ComprehensionImportance 4.1
  2. 2.Active ListeningImportance 4.1
  3. 3.SpeakingImportance 4.0
  4. 4.WritingImportance 3.9
  5. 5.Critical ThinkingImportance 3.8
  6. 6.MathematicsImportance 3.6
  7. 7.Social PerceptivenessImportance 3.6
  8. 8.Service OrientationImportance 3.6
  9. 9.Complex Problem SolvingImportance 3.6
  10. 10.Judgment and Decision MakingImportance 3.6
  11. 11.PersuasionImportance 3.4
  12. 12.Systems AnalysisImportance 3.4

Career information

Education and experience

Typical education
Bachelor's Degree
Experience
Over 2 years, up to and including 4 years
Job zone
4

Technology used

  • ACT! ACT4Advisors
  • Advent Axys
  • AdviceAmerica AdvisorVision
  • Advisory World ICE
  • ASI Client Acquisition Solution
  • Asset allocation software
  • Automatic Data Processing ProxyEdge
  • Brentmark Stock Option Risk Analyzer
  • Cabinet NG CNG-SAFE
  • Cheshire Financial Planning Suite
  • ComplianceMAX
  • Corel QuattroPro
  • Cygnus IncomeMax
  • DataViz Beyond Contacts
  • Education planning software

Common tasks

  • Explain to clients the personal financial advisor's responsibilities and the types of services to be provided.
  • 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.
  • Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.
  • Answer clients' questions about the purposes and details of financial plans and strategies.
  • Review clients' accounts and plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment.
  • Manage client portfolios, keeping client plans up-to-date.
  • Recommend to clients strategies in cash management, insurance coverage, investment planning, or other areas to help them achieve their financial goals.
  • Recommend financial products, such as stocks, bonds, mutual funds, or insurance.
  • Implement financial planning recommendations, or refer clients to someone who can assist them with plan implementation.
  • Contact clients periodically to determine any changes in their financial status.

Related careers

Occupations recorded as related in the dataset. A relationship does not imply a guaranteed transition.

Personal Financial Advisors salary in other locations

Other occupations in Charleston, SC