Personal Financial Advisors

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Personal Financial Advisors

Careers / Personal Financial Advisors

Job Description


	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.

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Job Requirements


	Experience: A considerable amount of work-related skill, knowledge, or experience is needed for these occupations. For example, an accountant must complete four years of college and work for several years in accounting to be considered qualified.

	Education: Most of these occupations require a four-year bachelor's degree, but some do not.

	Training: Employees in these occupations usually need several years of work-related experience, on-the-job training, and/or vocational training.

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Significant Points


	(Abstract from Career Articles)

	Personal Financial Advisors

Personal financial advisors provide advice on investments, insurance, mortgages, college savings, estate planning, taxes, and retirement to help individuals manage their finances. Most personal financial advisors work in the finance and insurance industry or are self-employed. They typically work full time and may meet with clients in the evenings or on weekends. Personal financial advisors typically need a bachelor's degree. A master's degree and certification can improve one's chances for advancement in the occupation. The median annual wage for personal financial advisors was $89,160 in May 2015. Employment of personal financial advisors is projected to grow 30 percent from 2014 to 2024, much faster than the average for all occupations. As the population ages and life expectancies rise, demand for financial planning services should increase. Explore resources for employment and wages by state and area for personal financial advisors. Compare the job duties, education, job growth, and pay of personal financial advisors with similar occupations. Learn more about personal financial advisors by visiting additional resources, including O*NET, a source on key characteristics of workers and occupations.
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Top Ten Industries

U.S. National Figures.

Personal Financial Advisors
Securities, Commodity Contracts, and Other Financial Investments and Related Activities	144,130
Credit Intermediation and Related Activities (5221 And 5223 only)	28,610
Agencies, Brokerages, and Other Insurance Related Activities	6,600
Management of Companies and Enterprises	5,800
Accounting, Tax Preparation, Bookkeeping, and Payroll Services	3,030
Insurance Carriers	2,710
Nondepository Credit Intermediation	2,150
Management, Scientific, and Technical Consulting Services	1,440
Real Estate	550
Other Investment Pools and Funds	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	$121,770
Average Hourly Wage	$58.54
Total Employment	200,260