Financial Counselor
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
Financial Counselor. Typical education: High school or GED. Experience: 2 years. Top skills: Customer Service, Billing, Communication.
Not available
High school or GED
2 years
2
Parent Occupation (O*NET)
Personal Financial Advisors
Median Wage
$102,140/yr
Growth (2024-34)
+9.6%
Education
Bachelor's degree
Skills & Requirements
Specialized Skills (19)
Billing
Registration
Medical Terminology
Patient Interviews
Administrative Support
Accounting Systems
Copayment Collection And Processing
Medical Necessity
Outpatient Surgery
Health Systems
Medical Billing
Data Entry
Patient Registration
Financial Education
Financial Services
Document Imaging
Managed Services
Data Quality
Managed Care
Common Skills (11)
Customer Service
Communication
Coordinating
Consulting
Multitasking
Multilingualism
Microsoft Office
Scheduling
Related Specializations
Other specialized occupations in this field. Many share overlapping skills, making lateral moves more accessible.
Related Pages
Frequently Asked Questions
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