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Personal Financial Advisors

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Personal Financial Advisors

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.

Key Competencies
* Integrity
* Dependability
* Attention to Detail
* Concern for Others
* Persistence
* Analytical Thinking
* Self Control
* Achievement/Effort
* Initiative
* Stress Tolerance

Representative Tasks
* Answer clients' questions about the purposes and details of financial plans and strategies.
* Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan.
* Recommend to clients strategies in cash management, insurance coverage, investment planning, or other areas to help them achieve their financial goals.

Industry
Finance and Insurance

Job Family
Business and Financial Operations

Sample Job Titles
Account Executive, Account Manager, Advisor, Analyst, Asset Analyst, Asset Manager, Budget Counselor, Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Credit Counselor, Debt Counselor, Estate Planner, Estate Planning Counselor, Finance Consultant, Financial Adviser, Financial Advisor, Financial Agent, Financial Consultant, Financial Coordinator, Financial Counselor, Financial Planner, Financial Professional, Financial Retirement Plan Specialist, Financial Solutions Advisor, Fiscal Specialist, Individual Pension Adviser, Individual Pension Consultant, Insurance Adviser, Insurance Consultant, Investment Advisor, Investment Consultant, Investment Counselor, Investment Representative, Investments Manager, Money Manager, Pension Adviser, Pension Consultant, Personal Banker, Personal Financial Advisor, Personal Financial Planner, Personal Investment Adviser, Portfolio Manager, Registered Representative, Relationship Manager, Securities Consultant, Securities Counselor, Socially Responsible Investment Adviser, Strategist, Trustee of Estate, Wealth Advisor, Wealth Management Advisor.