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Personal Financial Advisors

High Pay, High Demand

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.

Skills Required

Holland Code: Enterprising - for persuasive people who are ambitious and leaders

Enterprising - for persuasive people who are ambitious and leaders

Minimum Level of Education Required

Bachelor's Degree

There are multiple education and training pathways to prepare for this career. In addition to credentials, employer sponsored training, on-the-job training, and other types of experience can help you get the skills and knowledge you need to be successful.