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Advise clients on how to use or save their money.

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.

Wages	$41.89 per hour on average
Outlook	The outlook is Good
Education & Training	Bachelor's degree is needed for entry.
Related Programs (Current training programs available)	Accounting and Business/Management Accounting and Finance Actuarial Science Finance, General Insurance
On the Job	Work Activities 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.
Career Pathways	Securities and Investments
Similar Careers	Insurance Sales Agents Credit Analysts Compensation, Benefits, and Job Analysis Specialists
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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.