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HomeFind Your FutureCareer ExplorerPersonal Financial Advisors
Personal Financial Advisors

Personal Financial Advisors

Career field

Finance

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/A

N/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.

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About personal financial advisors

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

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 

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