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Personal Financial Advisors

Skills & Knowledge


Most Important Skills for Personal Financial Advisors


Most Important Knowledge Areas for Personal Financial Advisors


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Describe Your Skills

People who have worked in this career typically perform the following tasks. These statements can help a prospective employer understand what you can do, on a resume or during an interview.

  • Collecting information from different sources.
  • Evaluating information to determine compliance with standards.
  • Making decisions or solving problems.
  • Using computers.
  • Creating and maintaining interpersonal relationships.
  • Analyzing data or information.
  • Keeping up-to-date with new knowledge.
  • Developing objectives and creating strategies to achieve them.


Careers that Use Similar Skills

The following careers use skills, knowledge, and abilities that are similar to those used for Personal Financial Advisors.


View more careers in the Finance cluster

View more careers in the Securities and Investments pathway


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.