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.
Sample of reported job titles:
Certified Financial Planner (CFP), Financial Advisor, Financial Consultant, Financial Counselor, Financial Planner, Investment Advisor, Portfolio Manager, Wealth Advisor
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How much education does a new hire need to perform a job in this occupation? Respondents said:
Source: Bureau of Labor Statistics 2021 wage data
external site and 2021-2031 employment projections
“Projected growth” represents the estimated change in total employment over the projections period (2021-2031). “Projected job openings” represent openings due to growth and replacement.
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