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Personal Financial Advisors

On the Job


Personal Financial Advisors use their knowledge of taxes, insurance, investments, and real estate to advise clients on the best ways to spend or save their money. They listen to people's financial goals and give advice.


Typical Work Tasks

People who work in this career often:

Typical Working Conditions


O*NET in-it

This page includes information from the O*NET 24.2 Database by the U.S. Department of Labor, Employment and Training Administration (USDOL/ETA). Used under the CC BY 4.0 license. O*NET® is a trademark of USDOL/ETA.


Source: You can learn about our data sources in the About Us section.