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.



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Educational Requirements: ·  Bachelor's degree


Occupational Skill Set
Skill Relevance
·  Speaking 85%
·  Active Listening 85%
·  Mathematics 75%
·  Judgment and Decision Making 70%
·  Service Orientation 70%
·  Writing 60%
·  Reading Comprehension 60%
·  Management of Financial Resources 50%
·  Critical Thinking 50%
·  Complex Problem Solving 44%