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:
- Interview clients to gather financial information.
- Implement financial decisions.
- Develop business relationships.
- Analyze market conditions or trends.
- Identify strategic business investment opportunities.
- Confer with others about financial matters.
- Advise others on financial matters.
- Recommend investments to clients.
- Educate clients on financial planning topics.
- Interpret financial information for others.
Typical Working Conditions
- Using e-mail.
- Working indoors in environmentally controlled conditions.
- The importance of being accurate or exact.
- Frequent decision-making.
- High levels of competition.
- Dealing with external customers.
- Meeting strict deadlines.
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.