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
- customer service
- sales and marketing
Arts and Humanities
Math and Science
- arithmetic, algebra, geometry, calculus, or statistics
Engineering and Technology
- computers and electronics
|
|
Basic Skills
- talking to others
- thinking about the pros and cons of different ways to solve a problem
Problem Solving
- noticing a problem and figuring out the best way to solve it
People and Technology Systems
- thinking about the pros and cons of different options and picking the best one
- measuring how well a system is working and how to improve it
|
|
Verbal
- communicate by speaking
- listen and understand what people say
Math
- add, subtract, multiply, or divide
- choose the right type of math to solve a problem
Ideas and Logic
- notice when problems happen
- make general rules or come up with answers from lots of detailed information
|
People interested in this work like activities that include
leading, making decisions, and business.
They do well at jobs that need:
- Integrity
- Attention to Detail
- Persistence
- Dependability
- Independence
- Initiative
|
|
You might use software like this on the job:
Financial analysis software
- Finance Logix Retirement Planner
- Ibbotson Portfolio Strategist
Customer relationship management CRM software
- ACT! ACT4Advisors
- Microsoft Business Contact Manager
Document management software
- Financeware Finance File Manager
- SunGard LockBox
|
bachelor's degree or
associate's degree
usually needed
Get started on your career:
|
|
New job opportunities are very likely in the future.
$66,580
per year, on average
This work is part of the .
|
|
You might like a career in one of these industries:
|
