Personal Financial Advisors
Also called: Financial Advisor, Portfolio Manager, Financial Planner, Account Executive
What they 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.
On the job, you would:
- Sell financial products such as stocks, bonds, mutual funds, and insurance if licensed to do so.
- Build and maintain client bases, keeping current client plans up-to-date and recruiting new clients on an ongoing basis.
- Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.
Business
Arts and Humanities
Math and Science
Engineering and Technology
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Basic Skills
Problem Solving
People and Technology Systems
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Verbal
Math
Ideas and Logic
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People interested in this work like activities that include
leading, making decisions, and business. They do well at jobs that need:
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You might use software like this on the job: Financial analysis software
Customer relationship management CRM software
Document management software
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New job opportunities are very likely in the future.
$66,580
per year, on average
This work is part of the green economy. |
You might like a career in one of these industries:
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See more details at O*NET OnLine about personal financial advisors.