Personal Financial Advisors
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.
At a Glance
Personal Financial Advisors earns a median of $102,140/yr with +9.6% projected growth. Typical entry: Bachelor's degree. Top skills: Attention to Detail, Dependability, Integrity.
$102,140/yr
+9.6%
24
Bachelor's degree
Skills & Requirements
Skills (14)
Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
Identifying complex problems and reviewing related information to develop and evaluate options and implement solutions.
Being aware of others' reactions and understanding why they react as they do.
Considering the relative costs and benefits of potential actions to choose the most appropriate one.
Determining how a system should work and how changes in conditions, operations, and the environment will affect outcomes.
Identifying measures or indicators of system performance and the actions needed to improve or correct performance, relative to the goals of the system.
Understanding the implications of new information for both current and future problem-solving and decision-making.
Knowledge (4)
Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
Knowledge of economic and accounting principles and practices, the financial markets, banking, and the analysis and reporting of financial data.
Knowledge of the structure and content of the English language including the meaning and spelling of words, and rules of composition and grammar.
Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications.
Abilities (13)
The ability to listen to and understand information and ideas presented through spoken words and sentences.
The ability to read and understand information and ideas presented in writing.
The ability to communicate information and ideas in speaking so others will understand.
The ability to combine pieces of information to form general rules or conclusions (includes finding a relationship among seemingly unrelated events).
The ability to apply general rules to specific problems to produce answers that make sense.
The ability to communicate information and ideas in writing so others will understand.
The ability to choose the right mathematical methods or formulas to solve a problem.
The ability to tell when something is wrong or is likely to go wrong. It does not involve solving the problem, only recognizing that there is a problem.
The ability to arrange things or actions in a certain order or pattern according to a specific rule or set of rules (e.g., patterns of numbers, letters, words, pictures, mathematical operations).
Technology (12)
Category: Data base user interface and query software | Hot Technology
Work Activities (21)
Observing, receiving, and otherwise obtaining information from all relevant sources.
Identifying the underlying principles, reasons, or facts of information by breaking down information or data into separate parts.
Developing constructive and cooperative working relationships with others, and maintaining them over time.
Using computers and computer systems (including hardware and software) to program, write software, set up functions, enter data, or process information.
Analyzing information and evaluating results to choose the best solution and solve problems.
Keeping up-to-date technically and applying new knowledge to your job.
Compiling, coding, categorizing, calculating, tabulating, auditing, or verifying information or data.
Communicating with people outside the organization, representing the organization to customers, the public, government, and other external sources. This information can be exchanged in person, in writing, or by telephone or e-mail.
Translating or explaining what information means and how it can be used.
Using relevant information and individual judgment to determine whether events or processes comply with laws, regulations, or standards.
Developing specific goals and plans to prioritize, organize, and accomplish your work.
Entering, transcribing, recording, storing, or maintaining information in written or electronic/magnetic form.
Providing guidance and expert advice to management or other groups on technical, systems-, or process-related topics.
Establishing long-range objectives and specifying the strategies and actions to achieve them.
Providing information to supervisors, co-workers, and subordinates by telephone, in written form, e-mail, or in person.
Scheduling events, programs, and activities, as well as the work of others.
Performing for people or dealing directly with the public. This includes serving customers in restaurants and stores, and receiving clients or guests.
Convincing others to buy merchandise/goods or to otherwise change their minds or actions.
Developing, designing, or creating new applications, ideas, relationships, systems, or products, including artistic contributions.
Identifying information by categorizing, estimating, recognizing differences or similarities, and detecting changes in circumstances or events.
Providing personal assistance, medical attention, emotional support, or other personal care to others such as coworkers, customers, or patients.
Work Styles (5)
A tendency to be reliable, responsible, and consistent in meeting work-related obligations.
A tendency to be careful, deliberate, and risk-avoidant when making work-related decisions or doing work.
A tendency to seek out and acquire new work-related knowledge and obtain a deep understanding of work-related subjects.
Careers with Overlapping Skills
These occupations share the most skills. A career transition between them means many of your skills transfer directly.
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Software Quality Assurance Analysts and Testers
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Computer Systems Analysts
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Business Intelligence Analysts
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Computer User Support Specialists
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Explore Key Skills
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