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Personal Financial Advisors

Career Cluster

Business, Marketing, and Finance

Focuses on making businesses more efficient and productive. In this field, you'll plan, organize, direct, and assess businesses.

Learn more about this cluster

At a glance

Recommended education
Recommended education
For this career, most jobs require this level of education. It may be possible to qualify for some jobs without this level of education. Recommendation provided by the U.S. Department of Labor.
Bachelor's Degree
Projected growth
Projected growth

This is the expected change in employment for this career in the selected county or state. For example, if a career is expected to double from 100 jobs to 200 jobs, this would show 100%. Due to how projected growth is reported, similar careers may show the same percentage.

These numbers represent the latest 10-year projection period (2018-2028). Data is provided by the Texas Workforce Commission.

N/AN/A

Expected pay range

Expected pay range

This represents the median earnings for this career in the selected county or state. In the range shown, 25% of workers earned less than the bottom salary and 25% earned more than the top salary. Data is provided by the Texas Workforce Commission.

Monthly cost of living

These numbers give you an idea of how much you can spend each month on common expenses with this salary. Percentages are the average a person with no children spends according to data collected by the Bureau of Labor Statistics. These numbers are a starting point and will differ person to person.

Monthly income (before taxes)
N/A
Housing (33%)
Housing
This represents the average percentage of monthly income spent on rent or mortgage, utilities, home or renters insurance, and home improvements. Data is provided by the Bureau of Labor Statistics.
N/A
Transportation (17%)
Transportation
This represents the average percentage of monthly income spent on car payments, auto insurance, public transportation, and ride shares, Data is provided by the Bureau of Labor Statistics.
N/A
Food (13%)
Food
This represents the average percentage of monthly income spent on groceries and preparing meals at home. Data is provided by the Bureau of Labor Statistics.
N/A
Savings and retirement (12%)
Savings and retirement
This represents the average percentage of monthly income spent on 401(k), emergency funds, and life insurance. Data is provided by the Bureau of Labor Statistics.
N/A
Education and loans (10%)
Education and loans
This represents the average percentage of monthly income spent on continuing education and student loan debt. Data is provided by the Bureau of Labor Statistics. Use the federal student loan estimator to estimate loan payments.
N/A
Healthcare and wellness (8%)
Healthcare and wellness
This represents the average percentage of monthly income spent on health insurance, co-pays, fitness memberships, and supplements. Data is provided by the Bureau of Labor Statistics.
N/A
Entertainment (5%)
Entertainment
This represents the average percentage of monthly income spent on shopping, dining out, and leisure activities. Data is provided by the Bureau of Labor Statistics.
N/A
Other expenses (2%)
Other expenses
This represents the average percentage of monthly income spent on clothing, personal care, and services. Data is provided by the Bureau of Labor Statistics.
N/A

Your actual expenses may differ from those listed. You’ll need to account for the amount taken out in taxes each month. Learn more about income tax expenses. Your student loan payments may also differ. To calculate your student loan payments, use the federal student loan repayment estimator.

About personal financial advisors

Find programs for this career
What they do

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.

Other titles

Certified Financial Planner (CFP), Financial Advisor, Financial Consultant, Financial Counselor, Financial Planner, Investment Advisor, Portfolio Manager, Wealth Advisor

Skills they need

  • Active Listening - Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
  • Reading Comprehension - Understanding written sentences and paragraphs in work-related documents.
  • Speaking - Talking to others to convey information effectively.
  • Writing - Communicating effectively in writing as appropriate for the needs of the audience.
  • Critical Thinking - Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
  • Complex Problem Solving - Identifying complex problems and reviewing related information to develop and evaluate options and implement solutions.
  • Judgment and Decision Making - Considering the relative costs and benefits of potential actions to choose the most appropriate one.
  • Mathematics - Using mathematics to solve problems.
  • Service Orientation - Actively looking for ways to help people.
  • Social Perceptiveness - Being aware of others' reactions and understanding why they react as they do.
  • Persuasion - Persuading others to change their minds or behavior.
  • Systems Analysis - Determining how a system should work and how changes in conditions, operations, and the environment will affect outcomes.

Licenses and Certifications they may hold

How to decide which one is right? That depends on an individual’s career path, specialty, and resources.

Certifications

Certifications may be available for this career and can help build knowledge and skills in specific job roles. Explore available certifications

Similar careers

View careers in the same field as personal financial advisors.

Financial Examiners
In demand

In demand careers have high-growth, high-demand, and emerging jobs critical to Texas. They are based on economic indicators like in demand industries, labor market trends, and economic conditions, provided by the Texas Workforce Commission.

Enforce or ensure compliance with laws and regulations governing financial and securities institutions and financial and real estate transactions. May examine, verify, or authenticate records.

Learn more
Investment Fund Managers
Better pay

Median salary for this career is higher than the median salary of all careers in the county selected. Salary data is provided by the Texas Workforce Commission.

In demand

In demand careers have high-growth, high-demand, and emerging jobs critical to Texas. They are based on economic indicators like in demand industries, labor market trends, and economic conditions, provided by the Texas Workforce Commission.

Plan, direct, or coordinate investment strategy or operations for a large pool of liquid assets supplied by institutional investors or individual investors.

Learn more
Insurance Sales Agents
Better pay

Median salary for this career is higher than the median salary of all careers in the county selected. Salary data is provided by the Texas Workforce Commission.

In demand

In demand careers have high-growth, high-demand, and emerging jobs critical to Texas. They are based on economic indicators like in demand industries, labor market trends, and economic conditions, provided by the Texas Workforce Commission.

Sell life, property, casualty, health, automotive, or other types of insurance. May refer clients to independent brokers, work as an independent broker, or be employed by an insurance company.

Learn more
Accountants and Auditors
Better pay

Median salary for this career is higher than the median salary of all careers in the county selected. Salary data is provided by the Texas Workforce Commission.

Examine, analyze, and interpret accounting records to prepare financial statements, give advice, or audit and evaluate statements prepared by others. Install or advise on systems of recording costs or other financial and budgetary data.

Learn more