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Personal Financial Advisors in The United States
(Asesores sobre finanzas personales)
Personal Financial Advisors -- Advise clients on financial plans utilizing 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 to establish investment strategies.
| SOC (Standard Occupational Classification) | 13-2052.00 |
| Career Interests | ECS |
| Minimum education required | (Bachelor) Bachelor's degree |
| Minimum work experience required | (None) None |
| Job training required | (Long OJT) Long-term on-the-job training |
| Growth Outlook (projected percentage growth in jobs per year from 2018-2028) | 0.7 (low growth) |
| Current number of workers in USA (2018) | 271,700 |
| Projected number of workers in USA (2028) | 290,800 |
| Average Annual Openings in USA (2018-2028) | 23,200 |
| Average entry-level annual salary in USA (2019) | $42,950 |
| Average annual salary for all workers in USA (2019) | $119,290 |
| Average experienced-worker annual salary for all workers in USA (2019) | >$208,000 |
| Career Cluster | Finance (Finanzas) |
| Major Occupational Group | Business and Financial Operations |
* data not available
Salaries over $208,000 are sometimes shown as >$208,000 rather than the actual salary.
 | Personal Financial Advisors O*NET OnLine includes: Job Titles; Tasks; Knowledge; Skills; Abilities; Work Activities; Work Context; Job Zone; Interests; Work Styles; Work Values; Related Occupations; and Wages & Employment Trends. |
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Personal Financial Advisors Career One Stop includes: Occupation Description; State and National Wages; State and National Trends; Knowledge, Skills, and Abilities; Tasks and Activities; Tools and Technology; Education and Training, Related Occupation Profiles, and Web Resources. |
 | Personal Financial Advisors The Occupational Outlook Handbook from the US Department of Labor includes: Nature of the Work; Working Conditions; Training, Other Qualifications, and Advancement; Employment; Job Outlook; Earnings; Related Occupations; and Additional Information. |