Personal Financial Advisor (General)
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.
At a Glance
Personal Financial Advisor (General). Typical education: Bachelor's degree. Experience: 5.3–5.5 years. Top skills: Sales, Management, Customer Service.
Not available
Bachelor's degree
5.3–5.5 years
25
Parent Occupation (O*NET)
Personal Financial Advisors
Median Wage
$102,140/yr
Growth (2024-34)
+9.6%
Education
Bachelor's degree
Skills & Requirements
Specialized Skills (10)
Finance
Accounting
Financial Planning
Investments
Wealth Management
Business Development
Financial Services
Sales Prospecting
Marketing
Customer Relationship Management
Common Skills (17)
Sales
Management
Customer Service
Communication
Verbal Communication Skills
Interpersonal Communications
Microsoft Office
Planning
Presentations
Leadership
Analytical Skills
Detail Oriented
Business Administration
Influencing Skills
Multitasking
Certifications (3)
Certified Financial Planner
FINRA Series 7 (General Securities Representative)
Certified Trust and Fiduciary Advisor (CTFA)
Related Specializations
Other specialized occupations in this field. Many share overlapping skills, making lateral moves more accessible.
Related Pages
Frequently Asked Questions
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