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
- Meet with clients in person to discuss their financial goals
- Explain the types of financial services they provide to potential clients
- Educate clients and answer questions about investment options and potential risks
- Recommend investments to clients or select investments on their behalf
- Help clients plan for specific circumstances, such as education expenses or retirement
- Monitor clients' accounts and determine if changes would improve their performance or meet clients' changing needs
- Research investment opportunities
- Recruit new and maintain existing clients
Number of Jobs
Average Annual
Job Growth
+2.0%
Job Opening
884
Education & Training
- Education Most require a four-year bachelor's degree, but some do not.Associated Programs or MajorsLicense
Private Training Programs
8586
10290
Change 1704
Video:Personal Financial Advisors
Video provided CareerOneStop. CareerOneStop is sponsored by the U.S. Department of Labour, Employment and Training Administration and the Minnesota Department of Employment & Economic Development.