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.
Also called: Certified Financial Planner (CFP), Financial Advisor, Financial Planner, Portfolio Manager

Knowledge:

    Business
  • customer service
  • accounting and economics
    Arts and Humanities
  • English language
    Math and Science
  • arithmetic, algebra, geometry, calculus, or statistics
  • psychology
    Engineering and Technology
  • computers and electronics

Skills:

    Basic Skills
  • listening to others, not interrupting, and asking good questions
  • reading work related information
    Problem Solving
  • noticing a problem and figuring out the best way to solve it
    People and Technology Systems
  • thinking about the pros and cons of different options and picking the best one
  • figuring out how a system should work and how changes in the future will affect it

Abilites:

    Verbal
  • communicate by speaking
  • listen and understand what people say
    Ideas and Logic
  • make general rules or come up with answers from lots of detailed information
  • use rules to solve problems
    Math
  • add, subtract, multiply, or divide
  • choose the right type of math to solve a problem

Personality:

Description: People interested in this work like activities that include leading, making decisions, and business.
    They do well at jobs that need
  • Integrity
  • Dependability
  • Attention to Detail
  • Concern for Others
  • Persistence
  • Analytical Thinking

Technology:

    Financial analysis software
  • Finance Logix Retirement Planner
  • Ibbotson Portfolio Strategist
    Customer relationship management CRM software
  • Microsoft Business Contact Manager
  • Salesforce software
    Document management software
  • ScanSoft PaperPort Pro
  • SunGard LockBox

Education:

    bachelor's degree
    certificate after college
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