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Personal Financial Advisors

  • Finance
Median Yearly Income
$97,655
Most Common Education Level
Bachelor's degree
Projected Job Growth
+10.52%

What do Personal Financial Advisors do?

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.


Career Interests Areas

  1. Enterprising
  2. Conventional
  3. Social
Learn More About Interest Areas



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Data on career profiles are based on information supplied by the O*NET Program, sponsored by U.S. Department of Labor, Employment, and Training Administration.