Personal Financial Advisor Career Video

This career video provides day in the life information about the following jobs and occupations.

JOB TITLE: Personal Financial Advisors

OCCUPATION DESCRIPTION: 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.

RELATED JOB TITLES: Account Executive, Analyst, Certified Financial Planner (CFP), Financial Advisor, Financial Consultant, Financial Counselor, Financial Planner, Investment Advisor, Portfolio Manager, Registered Representative

ONET: 13-2052.00

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