Personal Financial Advisors

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Personal Financial Advisors

Careers / Personal Financial Advisors

Job Description


	Advise clients on financial plans utilizing 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 to establish investment strategies.

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Job Requirements


	Experience: Previous work-related skill, knowledge, or experience is required for these occupations. For example, an electrician must have completed three or four years of apprenticeship or several years of vocational training, and often must have passed a licensing exam, in order to perform the job.

	Education: Most occupations in this zone require training in vocational schools, related on-the-job experience, or an associate's degree. Some may require a bachelor's degree.

	Training: Employees in these occupations usually need one or two years of training involving both on-the-job experience and informal training with experienced workers.

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Significant Points


	(Abstract from Career Articles)

	Financial Analysts and Personal Financial Advisors

A college degree and good interpersonal skills are among the most important qualifications for these workers. Although both occupations will benefit from an increase in investing by individuals, personal financial advisors will benefit more. Financial analysts and personal financial advisors who have earned a professional designation are expected to have the best opportunities; competition is anticipated to be keen for highly lucrative positions in investment banking. About 4 out of 10 personal financial advisors are self-employed.
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Top Ten Industries

U.S. National Figures.

Personal financial advisors
Other Financial Investment Activities	52,400
Securities and Commodity Contracts Intermediation and Brokerage	39,110
Depository Credit Intermediation	27,880
Agencies, Brokerages, and Other Insurance Related Activities	4,340
Management of Companies and Enterprises	3,440
Other Investment Pools and Funds	3,270
Management, Scientific, and Technical Consulting Services	3,130
Accounting, Tax Preparation, Bookkeeping, and Payroll Services	2,900
Insurance Carriers	2,550
Nondepository Credit Intermediation	2,530

Career Video

Title: "Personal Financial Advisors"

Duration: 01:52

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Salaries

U.S. National Averages.

Personal financial advisors
Average Annual Salary	$94,180
Average Hourly Wage	$45.28
Total Employment	149,460