• Personal Financial Advisors
  • Finance
  • Personal financial advisors give financial advice to people. They help with investments, taxes, and insurance decisions.

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

Job Listings

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Education & Training

  • Education

    Most require a four-year bachelor's degree, but some do not.
    Associated Programs or Majors
    More
    License
    • NA
    More
Private Training Programs
8586

First Step

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Next Step

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Video:Personal Financial Advisors

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