Personal Financial Advisors
Certified Financial Planner (CFP),
Financial Advisor,
Financial Planner,
Portfolio Manager
What they do: 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.
- DemandHigh
- state Avg. Salary $$$$$$94,980Download Career Flyer
What do they typically do on the job?
- 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.
Personality
Interests
Career interests describe the perspectives and interests of people who enjoy the type of work involved in this career.
Discover what your interests are by taking the Interest Profiler Quiz
Abilities
Whether you have received formal training or not, these types of abilities are helpful in this career.
Verbal
Communicate by speaking
Listen and understand what people say
Math
Add, subtract, multiply, or divide
Choose the right type of math to solve a problem
Ideas and Logic
Make general rules or come up with answers from lots of detailed information
Use rules to solve problems
Skills
People who want to pursue this career have skills in these areas.
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
Does this sound like something you'd like to do?
1. Do some research
- Identify how your interests, values, and strengths match this occupation
- Talk to someone who works in this field or spend a day job shadowing
- Use the colleges and training directory to explore programs related to this career
2. Plan your next move
- Talk to your college and career counselor or school admissions staff
- Visit Idaho Launch
- Search for available Personal Financial Advisors jobs on Idaho Works
Data for NSI career cards comes from the following: Idaho Department of Labor, US Bureau of Labor Statistics, O*NET, MyNextMove, and Career OneStop