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.
Private for profit
Self-employed
Private not for profit
State and local government
Federal Government
Employment of personal financial advisors is projected to grow 17 percent from 2023 to 2033, much faster than the average for all occupations. About 27,000 openings for personal financial advisors are projected each year, on average, over the decade. Many of those openings are expected to result from the need to replace workers who transfer to different occupations or exit the labor force, such as to retire.
You love taking risks in business or personal projects — and have the leadership skills to back it up.
You like structure, staying organized, and working with systems to get things done efficiently.
You love connecting with people, helping others and making a difference in your community.
RIASEC represents six broad interest areas—Realistic, Investigative, Artistic, Social, Enterprising, and Conventional—helping individuals identify careers that match their skills and preferences.
Take the RIASEC TestData supplied by Bureau of Labor Statistics, National Center of Education Statistics, Defense Manpower Data Center (View our update schedule). Contact any business, college or military service branch to answer additional questions.