Financial Advisor
- Help clients achieve financial security and reach their life goals.
- Make a significant impact by guiding clients through complex financial decisions.
- Enjoy a dynamic career with diverse challenges and rewarding client relationships.
💰 Earn $76K-$163K
📚 Bachelor Degree
Overview
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.Scoop
Excellent (Increasing by 5% or more)
Day-to-Day
- 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.
Real Talk Reel
Want to see what it's like to be a Financial Advisor? We've curated a playlist for you to get a glimpse into a day in the life.
Best For You If...
YOU Like 💕
- Influencing or leading others
- Relating with or serving others
- Using data or completing tasks
You are skilled in 💫
- Active Listening
- Critical Thinking
- Mathematics
- Reading Comprehension
- Speaking
- Writing
You value 🙏
- Accomplishing things
- Having freedom
- Receiving recognition
Deep Dive
Financial Advisor
Explore career pathways, key skills, and what each role has to offer.
Pathways to this Career
Learn about the education and training paths that can lead to this career — and what to expect from each one.
