Personal Financial Advisors1
Explore a career as a Personal Financial Advisor.
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.
Day in the life
Typical Daily Tasks
Personal Financial Advisors typically perform these daily tasks in their jobs.
Day in the life video
What does a day in the life of a Personal Financial Advisor look like? Check out this brief video from CareerOneStop and find out.
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About the career data
Your time is valuable, so is the research you put into your future. We've sourced our data from BLS, ONET and Emsi Burning Glass in order to help you to make an educated and informed decision about the possibility of becoming a Personal Financial Advisor.
Your career matches data
The data in your career matches reflects recent conditions in a dynamic and changing labor market, which may be different when you graduate. University of Phoenix does not and cannot guarantee employment, salary levels, or career advancement, as those outcomes vary by many factors specific to the individual. This data is not specific to University of Phoenix students or graduates.
Salary ranges reflect the 25th and 75th percentile for the occupation in your state, as reported by the U.S. Bureau of Labor Statistics (BLS). The salary ranges are not specific to students or graduates of University of Phoenix. Actual outcomes vary based on multiple factors, including prior work experience, geographic location, and other factors specific to the individual. University of Phoenix does not guarantee employment, salary level, or career advancement.
The BLS Projected Growth for 2020 to 2030 is published by the US Bureau of Labor Statistics. This data reflects national (not local) conditions, which are subject to change and may not reflect the conditions present upon completion of your academic program. These data points are not specific to students or graduates from University of Phoenix.
There are 16 Career Clusters in this assessment. If you would like to learn more about all 16 Career Clusters, please visit BLS.gov to learn more. Some of your potential career options in the results may not be accompanied by a degree program offered by University of Phoenix. University of Phoenix degree programs are presented only if they can educationally prepare you for the specific career option.
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