Personal Financial Advisor Career

Job Description: 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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Personal Financial Advisor Career

What Should I Major in to Become a Personal Financial Advisor?

These college majors are closest related to this career (actual program names will vary from school to school).

Required Education



Bachelor's Degree usually needed for this career