Best Personal Financial Advisor programs in Montana, ranked by enrollment
Advise clients on financial plans using knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate.
3 schools in Montana run programs that feed this job, graduating 37 people a year. The job pays a median of $97,450 in Montana across about — jobs (BLS OEWS May 2025).
Fields of study in Montana that lead to this job
Grouped at the 4-digit CIP level. Numbers are graduates per year in this state.
2 programs in Montana that lead to this job
Ranked by graduates per year in Montana (IPEDS completions). Graduate earnings and debt are national College Scorecard figures reported at the 4-digit CIP level, so specializations within one field share a figure. Each program also links to its own Montana page.
| # | Program | Graduates / yr | Share of pipeline | Schools | Grad earnings (1 yr) | Median debt |
|---|---|---|---|---|---|---|
| 1 | CIP 52.0801In Montana → | 33 | 89.2% | 2 | $53,572 | $23,672 |
| 2 | CIP 52.0804In Montana → | 4 | 10.8% | 1 | $53,572 | $23,672 |
Top 3 schools in Montana
Ranked by graduates per year into this job. Graduate earnings are reported for 0 of the 3 schools in this state.
| # | School | Graduates / yr | Top feeder program | Grad earnings (1 yr) | Grad rate | Net price | Acceptance |
|---|---|---|---|---|---|---|---|
| 1 | The University of Montana Missoula, MT Public · 1 feeder programs | 31 | Finance, General | — | 48% | — | 96% |
| 2 | Montana State University Bozeman, MT Public · 1 feeder programs | 4 | Financial Planning and Services | — | 57% | — | 82% |
| 3 | Carroll College Helena, MT Private not-for-profit · 1 feeder programs | 2 | Finance, General | — | 69% | $21,440 | 71% |
All 3 schools in Montana
Every school in Montana with a program that feeds this job, ordered by graduates per year. Earnings are shown for the ranked schools above; open a school profile for the rest.
| School | City | Control | Graduates / yr | Feeder programs |
|---|---|---|---|---|
| The University of Montana | Missoula | Public | 31 | 1 |
| Montana State University | Bozeman | Public | 4 | 1 |
| Carroll College | Helena | Private not-for-profit | 2 | 1 |
What personal financial advisors earn in Montana
What people already working in this job earn (BLS OEWS May 2025). Not graduate earnings.
U.S. median $105,070. Montana pays below the national figure.
Metro areas in Montana
Job outlook
Bureau of Labor Statistics Employment Projections, 2024 to 2034.
Growth and openings are national. The Bureau of Labor Statistics does not publish employment projections at state level, so these figures describe the occupation across the whole U.S., not this state alone.
How to get in
The full skills, tools, and day-to-day breakdown lives on the national Personal Financial Advisors page.
How to become a Personal Financial Advisor
Job zone 4 of 5 · SVP 7.0 to < 8.0- Typical entry education
- Bachelor's degree
- On-the-job training
- Long-term on-the-job training
Most of these occupations require a four-year bachelor's degree, but some do not.
A considerable amount of work-related skill, knowledge, or experience is needed for these occupations. For example, an accountant must complete four years of college and work for several years in accounting to be considered qualified.
Employees in these occupations usually need several years of work-related experience, on-the-job training, and/or vocational training.
Top skills
The same job in other states
Where else this occupation employs the most people, and what it pays there.
Related careers in Montana
Every major mapped to this job
The official federal mapping behind the rankings above.
All 3 majors mapped to Personal Financial Advisors3 of them graduated someone in the latest IPEDS year. NCES CIP 2020 → SOC 2018 crosswalk.+
- 19.0401Family Resource Management Studies, General
- 52.0801Finance, General
- 52.0804Financial Planning and Services
Common questions
Answers for people weighing personal financial advisors programs in Montana.
What degree do you need to become a Personal Financial Advisor?+
Bachelor's degree is the typical entry-level education BLS reports for this occupation. The most common program people actually graduate from is Finance, General, which awarded 33 degrees in Montana in 2024-25, 89.2% of everyone graduating from a program that feeds this career.
Which college majors lead to becoming a Personal Financial Advisor?+
The NCES CIP-to-SOC crosswalk maps 2 programs to this occupation. The largest are Finance and Financial Management Services. Together they graduate about 37 people a year in Montana.
How much do personal financial advisors earn in Montana?+
The median is $97,450 a year (BLS OEWS May 2025). That is 7.3% below the U.S. median of $105,070. This is pay for people already working in the occupation, not the same thing as graduate earnings one year after finishing a degree.
Is demand for personal financial advisors growing?+
BLS projects a +9.6% change in employment between 2024 and 2034, much faster than average, with roughly 24,100 openings a year nationally once retirements and job changes are counted.
How many schools offer programs for this career in Montana?+
3 institutions in Montana reported graduates from at least one of the 2 programs that feed this occupation in IPEDS 2024-25. Rankings on this page use graduates per year, because the federal data publishes no enrollment count by program.
What other job titles do personal financial advisors work under?+
Employers advertise this work under many names. O*NET records Financial Advisor, Financial Planner, Portfolio Manager, Certified Financial Planner (CFP) among the most commonly reported, all mapping to SOC 13-2052.
About the data on this page
Rankings use IPEDS completions 2024–25, degrees awarded per year. That is the closest federal measure of how many people a program puts into a career, because no federal dataset publishes enrollment by program. Wages and employment come from BLS OEWS May 2025, growth and openings from BLS Employment Projections 2024-34, and which majors lead to which jobs from the NCES CIP 2020 to SOC 2018 crosswalk. Occupation descriptions, tasks, skills and tools are O*NET 30.3 (CC BY 4.0, U.S. Department of Labor/ETA).
BLS Occupational Employment & Wage Statistics
May 2025Wages, employment counts, location quotients and metro breakdowns.
BLS Employment Projections
2024–34Projected growth, annual openings and typical entry-level education.
IPEDS Completions
2024-25 (provisional)Graduates per year by program and institution — the ranking metric.
College Scorecard, Field of Study
2020-21 cohortsMedian graduate earnings one year after completion, and median debt.
Census Post-Secondary Employment Outcomes
latest availableGraduate earnings 1/5/10 years out, where the state participates.
NCES CIP 2020 and the CIP-to-SOC 2018 crosswalk
CIP 2020 / SOC 2018Which college programs officially lead to this occupation.
O*NET Database 30.3
30.3Tasks, skills, knowledge, tools, job zone and alternate job titles.
Official source →CC BY 4.0, U.S. Department of Labor / ETA
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