Financial Planner / Investment Consultant
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 Planner / Investment Consultant earns an average of $45,000/yr. Typical education: Bachelor's degree. Experience: 3–4 years. Top skills: Sales, Communication, Sales Prospecting.
$45,000/yr
Bachelor's degree
3–4 years
6
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 (12)
Sales Prospecting
Financial Services
Investments
Business Development
Finance
Marketing
Financial Planning
Financial Industry Regulatory Authorities
Wealth Management
Accounting
Brokerage
Securities (Finance)
Common Skills (16)
Sales
Communication
Self-Motivation
Management
Leadership
Planning
Customer Service
Presentations
Mentorship
Detail Oriented
Influencing Skills
Training And Development
Strong Work Ethic
Positivity
Analytical Skills
Certifications (2)
FINRA Series 7 (General Securities Representative)
FINRA Series 66 (Uniform Combined State Law)
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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