Personal financial advisors give financial advice to people. They help with investments, taxes, and insurance decisions.
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Print Occupation
- Personal Financial Advisors
Finance
What do they typically do
- Help clients plan for specific circumstances, such as education expenses or retirement
- Meet with clients in person to discuss their financial goals
- Recruit new and maintain existing clients
- Recommend investments to clients or select investments on their behalf
- Research investment opportunities
- Educate clients and answer questions about investment options and potential risks
- Monitor clients' accounts and determine if changes would improve their performance or meet clients' changing needs
- Explain the types of financial services they provide to potential clients
Number of Jobs
Average Annual
Job Growth +2.0%
Job Opening 1,042
Education & Training
- Education Most require a four-year bachelor's degree, but some do not.Associated Programs or MajorsLicense
Private Training Programs
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Change 2153