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Personal Financial Advisors

Job Information

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.


  • Most personal financial advisors have a bachelor's degree.
  • Math, analytical, and interpersonal skills are important.
  • Keen competition is anticipated for these highly paid positions, despite much faster than average job growth.
  • About 29 percent of personal financial advisors are self-employed.


Personality I'm good with people
Salary $66,580/yr ($33.29/hr)
Job Outlook Average
Education Bachelors