Overview

Scoop

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.

Best For You If...

In Action

Want to see what it's like to be a Financial Advisor? We've curated a playlist for you to explore.

Financial Advisor

This short video gives an overview of what this career is all about.

Pathways to this Career

Here are few pathways you can take to become a Financial Advisor. Click on a pathway to learn more about it.

Associate's Degree

An associate's degree typically provides graduates with foundational knowledge and skills for entry-level jobs in the graduate's industry, or serves as a stepping stone towards further education.

📚 College

Finish in 2-3 years

Bachelor's Degree

A bachelor's degree typically results in increased knowledge about a variety of academic subjects, specialized knowledge in a focused field of study, and is considered the foundational qualification for many careers.

📚 College

Finish in 4-5+ years

Learn More About The Industry

Business & Finance

The primary activities of this group involve managing financial operations, analyzing data, and making decisions that impact the financial health of an organization or corporation.