Personal Financial Advisors
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.
What do people in the Personal Financial Advisors career 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 asset...
What is the median salary for Personal Financial Advisors?
The median annual salary for Personal Financial Advisors is $105,070.
What is the job outlook for Personal Financial Advisors?
Employment for Personal Financial Advisors is projected to grow by 1.4% over the next decade.
What education does the Personal Financial Advisors career require?
The Personal Financial Advisors career typically requires bachelor's degree.
What skills does the Personal Financial Advisors career call for?
Key skills for the Personal Financial Advisors career include Reading Comprehension, Active Listening, Critical Thinking, Writing, Speaking, Service Orientation, Judgment and Decision Making, Mathematics.
Colleges that offer this program
- University of Pennsylvania, PA
- Georgetown University, DC
- Washington University in St Louis, MO
- University of Notre Dame, IN
- Wake Forest University, NC
- Brigham Young University, UT
- American University, DC
- Southern Methodist University, TX
- Boston College, MA
- Villanova University, PA
- The University of Texas at Austin, TX
- Howard University, DC
- Santa Clara University, CA
- Texas Christian University, TX
- Tulane University of Louisiana, LA