Updated
PERM occupation, SOC 13-2052, #719 of 1,410 by filings
Personal Financial Advisors
- Biggest sponsor
- BANCO SANTANDER INTERNATIONAL · 20% of its filings
- Busiest state
- FL · 53% of its filings
- Major group
- Business and financial · SOC 13
Weighing an offer for this job?
Where it falls among certified offers, and the four wage levels DOL sets for it by area.
Too few cases for a rate
15 decided filings: too few for an approval rate.
Why
Across every PERM case DOL decided in this window, 3.20% were denied. At that rate a file this size comes back clean most of the time whatever the occupation did, so a percentage would be a fact about how few cases there are. Telling a clean record apart from the field takes about 117 decided cases.
Median wage
$148,013
all PERM $103,272
Filings
15
#719 of 1,410
Approval
Not shown
withheld: 15 decided
Median days
390
87 faster than the field
What it pays
Where its median offer sits among every occupation, then the whole ladder of certified offers by year and by state.
Median offered wage
$148,013median of 15 filings, too few decided to rank
Approval rate
not shownunder 30 decided
Median days to decision
390 daysmiddle of 15 decided, too few to rank
Each bar counts occupations at that value. More
Who files it
The sponsors and firms with the most PERM filings under this code, the places the work sits, and who the workers were.
Sponsors filing it
- BANCO SANTANDER INTERNATIONAL 3 filings
- JP MORGAN CHASE CO 2 filings
- AMERICAN INTERNATIONAL FINANCIAL AND INSURANCE MAR 1 filings
- ANBANG INSURANCE CENTER 1 filings
- BANCO ITAU INTERNATIONAL 1 filings
- Best Solution Mortgage Inc 1 filings
How this is counted
The employers with the most applications under this code. 9 of 15 filings, 60% of the total.
Firms filing it
- Ogletree, Deakins, Nash, Smoak Stewart, P.C. 3 filings
- Cordero Associates, P.A. 2 filings
- Geng and Associates, P.C. 1 filings
- Gibney, Anthony Flaherty LLP 1 filings
- Hunton Andrews Kurth, LLP 1 filings
- JiunnLiang Sheu, Esq. 1 filings
How this is counted
The law firms named on the most applications under this code. 9 of 15 filings, 60% of the total.
Where the jobs are
- Florida 8
- California 3
- New York 3
- Massachusetts 1
How this is counted
The worksite state on the application, which is where the job is and not where the company is headquartered. Volume by state across everyone is on the state map. These 4 states cover 15 of 15 filings.
Where the work is
- Miami, FL 6
- New York, NY 2
- Arcadia, CA 1
- Davenport, FL 1
- Flushing, NY 1
- Hollywood, FL 1
How this is counted
The worksite city on the application, which is where the job is. These 6 cities cover 12 of 15 filings.
- Every sponsor that files it, by state, approval rate, offered wage and time to a decision
- Every filing for it, PERM, wage requests and H-1B, case by case
Who filled these jobs, FY2016 to FY2023
From DOL's old form; the form in use since mid-2023 doesn't carry them. Top six of each.
Country of citizenship
- Brazil 34
- Mexico 33
- China 30
- United Kingdom 22
- Spain 21
- Venezuela 14
Worker's education
- Bachelor's 154
- Master's 97
- Other 9
- High School 4
- None 4
- Doctorate 1
Visa held when filed
- H-1B 136
- L-1 68
- E-2 14
- F-1 11
- NOT IN USA 7
- TN 4
Schools
- MASSACHUSETTS INSTITUTE OF TECHNOLOGY 4
- TEXAS TECH UNIVERSITY 4
- ARMANDO ALVARES PENTEADO FOUNDATION 3
- COLUMBIA UNIVERSITY 3
- DUKE UNIVERSITY 3
- FORDHAM UNIVERSITY 3
Fields of study
- BUSINESS ADMINISTRATION 78
- FINANCE 29
- ECONOMICS 18
- ACCOUNTING 11
- LAW 8
- INTERNATIONAL BUSINESS 5
The job itself
What O*NET says the work is, what the market pays it by BLS's survey, its outlook, and DOL's wage levels year by year.
- United States266,800 jobs
- Miami-Fort Lauderdale-West Palm Beach, FLMiami, Hollywood
- New York-Newark-Jersey City, NY-NJNew York
- Los Angeles-Long Beach-Anaheim, CAArcadia
- Lakeland-Winter Haven, FLDavenport
- middle half of pay (BLS)
- median
- 10th to 90th percentile
- DOL's Levels I to IV, left to right
- median PERM offer
| Area | BLS median | Level I | Level II | Level III | Level IV |
|---|---|---|---|---|---|
| United States | $105,070 | ||||
| Miami-Fort Lauderdale-West Palm Beach, FL | $125,670 | $60,882 | $118,893 | $176,925 | $234,936 |
| New York-Newark-Jersey City, NY-NJ | $170,050 | $95,014 | $155,792 | $216,570 | $277,347 |
| Los Angeles-Long Beach-Anaheim, CA | $124,490 | $69,763 | $110,198 | $150,654 | $191,090 |
| Lakeland-Winter Haven, FL | $81,080 | $50,190 | $85,322 | $120,474 | $155,605 |
How these figures fit together
BLS surveys employers on what they pay everyone in a job; DOL builds its four levels from the same survey a year later (the July 2026 wage year uses BLS's May 2025 estimates). DOL publishes levels by area, not nationally, so the United States line has none. Levels are hourly in DOL's tables; here they're shown a year at 2,080 hours, as DOL computes them. The metros are the ones holding the most of this job's PERM filings, placed by Census's county files.
The block is the middle half of what employers report paying everyone in this job, citizen or not; the ticks under it are DOL's four prevailing wage levels for that metro, the floors a PERM or H-1B offer is held to. More
DOL's levels for this job in Miami-Fort Lauderdale-West Palm Beach, FL, year by year
Each July DOL resets the four levels from BLS's newest survey. A determination keeps the figures of the year it was issued in.
| Wage year | Level I | Level II | Level III | Level IV |
|---|---|---|---|---|
| 2026-27 | $60,882 | $118,893 | $176,925 | $234,936 |
| 2025-26 | $55,266 | $111,987 | $168,709 | $225,430 |
| 2024-25 | $46,946 | $101,837 | $156,749 | $211,640 |
| 2023-24 | $56,493 | $101,816 | $147,118 | $192,442 |
| 2022-23 | $42,016 | $75,192 | $108,389 | $141,565 |
| 2021-22 | $32,989 | $71,323 | $109,678 | $148,013 |
What the job is
Advise clients on financial plans using knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate. Duties include assessing clients' assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives. May also buy and sell financial assets for clients.
- Preparation
- Considerable Preparation Needed
- O*NET Job Zone 4
- DOL's education basis
- Bachelor's degree
- Wage year 2026-27, on DOL's Appendix A list
- Jobs, 2025 to 2035
- +1.4%
- About 17,100 openings a year (BLS)
- Typical entry
- Bachelor's degree
- BLS
The work, most important first
- 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.
The education workers in it report
- 8%
Post-Secondary Certificate
- 58%
Bachelor's Degree
- 23%
Post-Baccalaureate Certificate
- 12%
Master's Degree
Titles people use for it
Certified Financial Planner (CFP), Financial Advisor, Financial Planner, Portfolio Manager, Financial Consultant, Financial Counselor, Financial Life Planner, Investment Advisor.
Related jobs: Financial and Investment Analysts, Credit Counselors, Securities, Commodities, and Financial Services Sales Agents, Investment Fund Managers, Financial Risk Specialists, Loan Officers.
This section includes information from the O*NET 31.0 Database and O*NET OnLine by the U.S. Department of Labor, Employment and Training Administration (USDOL/ETA), used under the CC BY 4.0 license. O*NET® is a trademark of USDOL/ETA. PERM Tracker has modified some of this information (the shares are rounded and only the top tasks are shown); what changed. USDOL/ETA has not approved, endorsed, or tested these modifications.
Against other jobs
Where this sits in the ranking
Ranked 719 of 1,410 by volume: 718 filed at least as many filings, and 691 filed no more.
- Just above
- Legal Secretaries 15 filings
- Just below
- Computer Systems Analyst, Non RD 15 filings
Other business and financial roles
Occupations sharing this one's SOC major group, which is carried in the first two digits of the code. More
Occupations sharing this one's SOC major group, which is carried in the first two digits of the code. Wages inside a group still swing hard, because the group holds every seniority level and every metro.
- #728 Customs Brokers 14 filings · none denied
- #700 Claims Adjusters, Examiners, and Investigators 15 filings · 3 denied
- #745 Security Management Specialists 13 filings · none denied
- #690 Fundraisers 16 filings · 1 denied
- #677 Agents and Business Managers of Artists, Performers, and Athletes 17 filings · 1 denied
- #762 Business Operations Specialists, All Other 12 filings · 2 denied
The same job on H-1B
558 certified H-1B labor condition applications for this occupation since FY2020, offering a median of $79,300 a year; the middle half ran $62,400 to $125,000. By state and year in the salary explorer.
Notes on these numbers
Reading the wage
A floor, not a salary survey: every level and metro mixed. DOL's four wage levels for this job, by area.
What the median is
The median wage employers committed to in federal filings for this occupation. It mixes every experience level and every metro, and it's a floor: the employer must offer at least the prevailing wage DOL determines for the occupation, level and county. Across all PERM filings the middle half of offered wages runs $45,178 to $141,357, so a figure inside that band is unremarkable whichever occupation it belongs to. The levels page reads DOL's OFLC wage search live.
What these numbers don't say
4 notes
- The code is the identity
- This one is SOC 13-2052. Two SOC codes can carry the same job title, so a title that looks duplicated on the ranking is two different occupations. Match on the code when you're checking a specific filing.
- A median isn’t an offer
- It's the middle of all 15 wages committed to for this occupation across the country, entry level and principal alike. The same role's medians swing hard by worksite, which the state map shows directly.
- Approval isn’t about the occupation
- The denial rate moves with what happened in the filing rather than with the job title, so nothing here is a property of Personal Financial Advisors. The measured factors are on the denial risk page, published as separate rates.
- Nothing here is pending
- All 15 counted here carry a decision date, because every case in DOL's disclosure files does, so a case still waiting is in none of them. The largest filer of this occupation is BANCO SANTANDER INTERNATIONAL. Where the queue stands today is on the processing times page.
The window these figures cover: DOL's PERM disclosure files for fiscal years 2024 to 2026, through the third quarter of 2026, 373,939 decided cases. Nothing pending is counted here. How each figure is built
Weighing an offer?
Compare it against this median, then check the state map, where the same occupation's medians swing hard by worksite.
Setting one?
All 1,410 occupations sort together on the wages page, and denial rates show how outcome moves with the offered wage.
Filings newer than DOL's last published file can't be attributed to this occupation until DOL publishes them. The live list on the case search page carries them by employer.
Case data: DOL quarterly disclosure files (flag.dol.gov) · data through Jun 30, 2026 · quarterly
Employers and firms: Derived from DOL's disclosure files · data through Jun 30, 2026 · rebuilt with each quarterly load
O*NET occupation data: O*NET Database, USDOL/ETA (onetcenter.org) · data through Aug 16, 2026 · twice a year
BLS market pay: BLS Occupational Employment and Wage Statistics (bls.gov) · data through May 31, 2025 · yearly, each spring
BLS employment projections: BLS Employment Projections (bls.gov) · data through Dec 31, 2025 · yearly, each autumn
DOL wage tables: DOL OFLC wage data downloads (flag.dol.gov) · data through Jul 1, 2026 · yearly, each july
What each source includes
Case data: Decided PERM cases only. A case still waiting isn't in here, so counts and durations describe finished cases.
Employers and firms: Employers, law firms and occupations ranked from decided cases only.
O*NET occupation data: What O*NET says each occupation is and takes: its description, tasks, Job Zone and the education workers report. A description of the job everywhere, not of any one employer's opening.
BLS market pay: What employers report paying everyone in each job, nationally, by state and by metro, from BLS's yearly survey (May of the year named). Citizens and immigrants alike; not PERM offers.
BLS employment projections: BLS's ten-year projection of each job's employment and yearly openings, and the entry education it calls typical. A projection, not a count.
DOL wage tables: The four prevailing wage levels DOL publishes for every job in every area, each wage year from 2021-22, as DOL's own tables print them. The floors an offer is held to, not what anyone was paid.
Cite this page
Waiting on a PERM case?
- When it'll likely be decided
- An email when DOL moves it