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 JOB TITLES
Certified Financial Planner (CFP), Financial Advisor, Financial Consultant, Financial Counselor, Financial Planner, Investment Adviser, Investment Advisor, Portfolio Manager, Wealth Advisor
- Workers on average earn $62.93/hr. – $130,900 annual.
- Projected Growth (2019-2029) Average Growth (3%-4%)
- Projected job openings (2019-2029) 19,200
Bachelor’s Degree or Certificate After College
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