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Personal Financial Advisors

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.

Related Skills:

Active Listening
Reading Comprehension
Speaking
Writing
Critical Thinking

View this job on:

Bureau of Labor and Statistics
OnetOnline.org
CareerOnestop.org

Other Career Titles:

Certified Financial Planner (CFP), Financial Advisor, Financial Consultant, Financial Counselor, Financial Planner, Investment Adviser, Investment Advisor, Portfolio Manager, Wealth Advisor

Video Source: CareerOnestop.org

Submit Stats, Video Clips or any other information about this job role inside the ATEEC Career Tool.

Data supplied by OOH, OnetOnline.org & CareerNonStop.org*
Click here to view our credits and citations page.

Career Projections 2016 - 2026

Currently Employed

263,000

As of 2019 (Estimated)

Projected Employment

274,600

by 2029

Projected Growth

4%

by 2029

Career Outlook

Average

is expected for the future

Average National Pay

$87,850

or $42.24 hourly

Training Level

Some College

varies state to state

About Career Projections

Career Projections data is supplied by BLS.gov via the Occupational Outlook Handbook data that was updated in 2018. The data is based on projections from 2016-2026.

Outlook and Impact Employment Outlook

This occupation is not expected to grow rapidly.

Outside factors aren't expected to cause future growth.

Some careers face significant change to the work and worker requirements. New tasks, skills, knowledge, credentials are not immediately expected. Employment demand could remain the same or decrease slightly over time.

What They Do

Possible Work Activities

Getting Information
Establishing and Maintaining Interpersonal Relationships
Making Decisions and Solving Problems
Updating and Using Relevant Knowledge
Communicating with Persons Outside Organization

Training Options

About Training

One of ATEEC’s goals is to identify and maintain an online listing of environmental, energy, and water technology programs in the nation’s two-year colleges, high schools, and workforce training organizations. With the rapid changes in these technology fields, our program databases are updated periodically, but are not comprehensive.

View Other Training Options

Renewable Energy Systems via ATEEC.org
Health and Safety Training via ATEEC.org
Certifications Finder
Training Search (National Search)

Work Values

Independence

Occupations that satisfy this work value allow employees to work on their own and make decisions. Corresponding needs are Creativity, Responsibility and Autonomy.

Achievement

Occupations that satisfy this work value are results oriented and allow employees to use their strongest abilities, giving them a feeling of accomplishment. Corresponding needs are Ability Utilization and Achievement.

Recognition

Occupations that satisfy this work value offer advancement, potential for leadership, and are often considered prestigious. Corresponding needs are Advancement, Authority, Recognition and Social Status.

Tasks

Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan.
Recommend to clients strategies in cash management, insurance coverage, investment planning, or other areas to help them achieve their financial goals.
Manage client portfolios, keeping client plans up-to-date.
Implement financial planning recommendations or refer clients to someone who can assist them with plan implementation.
Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.

Available Jobs/Careers

About Jobs

The jobs data is primarily handled via COS data. We only provide it as a resource.

View Job and Career Openings

Data supplied by OOH, OnetOnline.org & CareerNonStop.org*
Click here to view our credits and citations page.

Join Our Mission

ATEEC is focused on improving knowledge and resources for environmental education.

Our general focus is on water and wastewater careers, but we have additional resources for energy and environmental resources as well.

Join our newsletter to get periodic updates.

ATEEC

Personal Financial Advisors

Related Skills:

View this job on:

Other Career Titles:

Currently Employed

263,000

Projected Employment

274,600

Projected Growth

4%

Career Outlook

Average

Average National Pay

$87,850

Training Level

Some College

View Other Training Options

View Job and Career Openings

Join Our Mission

ATEEC is supported and funded in part by the National Science Foundation.

About Us

PARTNERS

REPORTS

ATEEC

101 West Third Street, Davenport, IA 52801

Phone: 563.441.4082

Fax: 563.441.4080

Toll-free: 866.419.6761

See our Privacy Policy.

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ATEEC

Personal Financial Advisors

Related Skills:

View this job on:

Other Career Titles:

Currently Employed

263,000

Projected Employment

274,600

Projected Growth

4%

Career Outlook

Average

Average National Pay

$87,850

Training Level

Some College

View Other Training Options

View Job and Career Openings

Join Our Mission

ATEEC is supported and funded in part by the National Science Foundation.

About Us

PARTNERS

REPORTS

ATEEC

101 West Third Street, Davenport, IA 52801

Phone: 563.441.4082

Fax: 563.441.4080

Toll-free: 866.419.6761

See our Privacy Policy.