JobSOC 13-2052

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. May also buy and sell financial assets for clients.

Definition from U.S. Department of Labor, Employment and Training Administration (USDOL/ETA) (O*NET 31.0 (August 2026)).

01.

Studied through

3 programs

Family Resource Management Studies, General19.0401
Finance, General52.0801
Financial Planning and Services52.0804

02.

Draws on

Customer and Personal Service4.4 of 5
Economics and Accounting4.1 of 5
English Language3.9 of 5
Mathematics3.7 of 5

Importance as rated in O*NET (1 to 5); areas rated 3.5 or more, up to eight.