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Business & Finance13-2052.00Specialization

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. May also buy and sell financial assets for clients.

$99,580
Median Pay
4-6 years
Training
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AI-Augmented
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Financial Specialists

Career Overview Video

AI Impact Assessment

AI Resilience Score

Score 4/6: growing job demand means AI will assist but humans remain essential

🟡AI-Augmented

How we calculated this:

AI Exposure
Medium+1

50% of tasks can be accelerated by AI

Job Growth
Growing+2

+10% projected (2024-2034)

Human Advantage
Moderate+1

EPOCH score: 13/25

Total Score4/6
Methodology: v2.0 - GPTs are GPTs / BLS / EPOCH Additive ScoringUpdated: 2026-01-09
View full methodology →

Key Responsibilities

  • 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.
  • Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.
  • Answer clients' questions about the purposes and details of financial plans and strategies.
  • Review clients' accounts and plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment.
  • Manage client portfolios, keeping client plans up-to-date.
  • Recommend to clients strategies in cash management, insurance coverage, investment planning, or other areas to help them achieve their financial goals.
  • Recommend financial products, such as stocks, bonds, mutual funds, or insurance.
  • Implement financial planning recommendations, or refer clients to someone who can assist them with plan implementation.
  • Contact clients periodically to determine any changes in their financial status.
  • Prepare or interpret for clients information, such as investment performance reports, financial document summaries, or income projections.

Education & Training

Typical Entry Education

Bachelor's degree

Time to Job Ready

4-6 years

Based on Job Zone 4. For formal education duration only, see education_duration.

Technology Skills

Financial planning software (eMoney, MoneyGuidePro)CRM systemsMicrosoft ExcelPortfolio management toolsTax planning softwareClient portal systems

Key Abilities

Oral ComprehensionWritten ComprehensionOral ExpressionSpeech ClarityInductive ReasoningWritten ExpressionDeductive ReasoningNumber FacilityNear VisionProblem Sensitivity

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Compensation Details

$48,730
10th Percentile
$99,580
Median
N/A
90th Percentile

Based on 272,190 employed workers

Also Known As

Account ManagerAsset AnalystAsset ManagerBudget CounselorCertified Financial Planner (CFP)Chartered Financial Analyst (CFA)Client AdvisorCredit CounselorDebt CounselorEstate Planner

Data from O*NET 30.1 and BLS Occupational Employment Statistics

O*NET Code: 13-2052.00