Personal Financial Advisors provide advice on investments, insurance, mortgages, estate planning, taxes, and retirement to help individuals manage their finances.
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Print Occupation
- Personal Financial Advisors
Finance
What do they typically do
- Meet with clients to discuss their financial goals
- Explain to potential clients the types of financial services they provide
- 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 or retirement
- Monitor clients' accounts and determine if changes are needed to improve financial performance or to accommodate life changes, such as getting married or having children
- Research investment opportunities
Number of Jobs
Average Annual
Job Growth +1.0%
Job Openings 6
Job Listings
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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 7