Personal Financial Advisors
Tasks Include:
- 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.
- 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.
- Implement financial planning recommendations, or refer clients to someone who can assist them with plan implementation.
- Prepare or interpret for clients information, such as investment performance reports, financial document summaries, or income projections.
- Guide clients in the gathering of information, such as bank account records, income tax returns, life and disability insurance records, pension plans, or wills.
- Contact clients periodically to determine any changes in their financial status.
more »
The data sources for the information displayed here include: O*NET™; US Department of Labor (BLS); Virginia Workforce Connection. (Using onet28)
Projections Quick View:
Virginia: +10.9%
National: +15.4%
Education
Bachelor's Degree
Job Zone:
Four: Considerable Preparation Needed
Income Range:
Highest ($50,000 and up)
Median Earnings:
National
$95,390.00
State
$90,380.00
Regional
Personal Financial Advisors
Description
Career Cluster: | Finance |
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.
The data sources for the information displayed here include: O*NET™. (Using onet28)
Personal Financial Advisors
Education
Required Level of Education
- Bachelor's Degree = 52.17%
- Post-Baccalaureate Certificate - awarded for completion of an organized program of study; designed for people who have completed a Baccalaureate degree but do not meet the requirements of academic degrees carrying the title of Master. = 34.78%
- Less than a High School Diploma = 4.35%
- Post-Secondary Certificate - awarded for training completed after high school (for example, in agriculture or natural resources, computer services, personal or culinary services, engineering technologies, healthcare, construction trades, mechanic and repair technologies, or precision production) = 4.35%
- First Professional Degree - awarded for completion of a program that: requires at least 2 years of college work before entrance into the program, includes a total of at least 6 academic years of work to complete, and provides all remaining academic requirements to begin practice in a profession. = 4.35%
Related Work Experience
- Over 2 years, up to and including 4 years = 39.13%
- Over 4 years, up to and including 6 years = 21.74%
- None = 17.39%
- Over 1 year, up to and including 2 years = 13.04%
- Over 6 months, up to and including 1 year = 8.70%
On-Site or In-Plant Training
- Over 6 months, up to and including 1 year = 34.78%
- None = 17.39%
- Up to and including 1 month = 13.04%
- Over 1 month, up to and including 3 months = 13.04%
- Over 1 year, up to and including 2 years = 13.04%
- Over 3 months, up to and including 6 months = 4.35%
- Over 2 years, up to and including 4 years = 4.35%
On-the-Job Training
- Over 1 year, up to and including 2 years = 39.13%
- Over 6 months, up to and including 1 year = 21.74%
- Anything beyond short demonstration, up to and including 1 month = 13.04%
- Over 2 years, up to and including 4 years = 13.04%
- None or short demonstration = 4.35%
- Over 1 month, up to and including 3 months = 4.35%
- Over 3 months, up to and including 6 months = 4.35%
The data sources for the information displayed here include: O*NET™. (Using onet28)
Personal Financial Advisors
Tasks
Core Tasks Include:
- 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.
- 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.
- Implement financial planning recommendations, or refer clients to someone who can assist them with plan implementation.
- Prepare or interpret for clients information, such as investment performance reports, financial document summaries, or income projections.
- Guide clients in the gathering of information, such as bank account records, income tax returns, life and disability insurance records, pension plans, or wills.
- Contact clients periodically to determine any changes in their financial status.
- Meet with clients' other advisors, such as attorneys, accountants, trust officers, or investment bankers, to fully understand clients' financial goals and circumstances.
- Devise debt liquidation plans that include payoff priorities and timelines.
- Recommend to clients strategies in cash management, insurance coverage, investment planning, or other areas to help them achieve their financial goals.
- Review clients' accounts and plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment.
- Manage client portfolios, keeping client plans up-to-date.
- Recruit and maintain client bases.
- Explain to clients the personal financial advisor's responsibilities and the types of services to be provided.
- Investigate available investment opportunities to determine compatibility with client financial plans.
- Monitor financial market trends to ensure that client plans are responsive.
- Recommend financial products, such as stocks, bonds, mutual funds, or insurance.
Supplemental Tasks Include:
- Open accounts for clients, and disburse funds from accounts to creditors as agent for clients.
- Conduct seminars or workshops on financial planning topics, such as retirement planning, estate planning, or the evaluation of severance packages.
- Inform clients about tax benefits, government rebates, or other financial benefits of alternative-fuel vehicle purchases or energy-efficient home construction, improvements, or remodeling.
- Recommend environmentally responsible investments, such as cleantech, alternative energy, or conservation technologies, companies, or funds.
The data sources for the information displayed here include: O*NET™. (Using onet28)
Personal Financial Advisors
Tools and Technology
Tools Include:
- Calculators or accessories (10-key calculators)
- Desktop computers
- Notebook computers
- Personal computers
- Personal digital assistant PDAs or organizers (Personal digital assistants PDA)
- Tablet computers
Technologies Include:
- Analytical or scientific software
- Monte Carlo software
- Calendar and scheduling software
- Pimlico Software DateBk
- Compliance software
- ComplianceMAX software
- Customer relationship management CRM software
- ACT! ACT4Advisors
- Microsoft Business Contact Manager
- eMoneyAdvisor AdvisorPlatform
- Getting Things Done GTD software
- Financial Planning Consultants Practice Builder
- EZ-Data Client Data System
- CRM Software Junxure
- CRM Software Junxure-i
- Investigo software
- DataViz Beyond Contacts
- IAS software
- ProTracker Advantage
- Redtail Technology Our Business Online
- Web Information Solutions Pocket Informant
- Data base user interface and query software
- Practice management software PMS
- Document management software
- Financeware Finance File Manager
- WORLDOX software
- Cabinet NG CNG-SAFE
- ScanSoft PaperPort Pro
- SunGard LockBox
- Financial analysis software
- Cheshire Financial Planning Suite
- Cygnus IncomeMax
- Education planning software
- EISI NaviPlan
- Estate Capitol Needs Analysis
- Estate planning software
- ExpenseWatch software
- Finance Logix Education Planner
- Finance Logix Insurance Planner
- Finance Logix Retirement Planner
- Financeware AASim
- Financeware WealthSimulator
- Financial planning software
- Financial Profiles Profiles+ Professional
- Investment and business valuation template software
- Host Analytics Host Budget
- Ibbotson Analyst
- Ibbotson Portfolio Strategist
- Impact PlanLabX3
- IMPACT Wealth Distribution Analysis
- Intuit Quicken software
- PlanScan Portfolio Pathfinder
- Investment Scorecard software
- Investment tracking software
- J&L Financial Planner
- MasterPlan software
- Microsoft Money
- MoneyTree Silver Financial Planner (financial analysis feature)
- Morningstar Principia
- Needs analysis software
- Net Worth Strategies Stock Opter Pro
- OmniPlanner software
- Optima IAS
- PIE Technologies MoneyGuidePro
- PlanPlus Pro
- Portfolio management software
- Advent Axys
- AdviceAmerica AdvisorVision
- Advisory World ICE
- Retirement planning software
- Sawhney ExecPlan
- ASI Client Acquisition Solution
- ScenarioNow RetireNow
- SunGard Frontier
- Asset allocation software
- SunGard WebPlaid
- Tax planning software
- Thomson ONE Advisor
- Torrid Retirement Planner
- Unger Software Methusaleh
- WealthTec AllocationPro
- WealthTec Foundations
- WealthTec WealthMaster
- Brentmark Stock Option Risk Analyzer
- SunGard PlanningStation
- Internet browser software
- Web browser software
- Presentation software
- Financial planning presentation software
- Microsoft PowerPoint
- MoneyTree Silver Financial Planner (presentation feature)
- Spreadsheet software
- Corel QuattroPro
- IBM Lotus 1-2-3
- Microsoft Excel
- Word processing software
- Financial report generation software
- Automatic Data Processing ProxyEdge
- Microsoft Word
The data sources for the information displayed here include: O*NET™. (Using onet28)
Personal Financial Advisors
Additional Resources
For information on a career in financial planning, contact:
The Financial Planning Association
3801 E. Florida Ave.
Suite 708
Denver, CO 80210
http://www.fpanet.org
For information about the Certified Financial Planner certification, contact:
The Certified Financial Planner Board of Standards
1700 Broadway
Suite 2100
Denver, CO 80290-2101
http://www.cfp-board.org
For information about the Chartered Financial Consultant designation, contact:
The American College
270 South Bryn Mawr Ave.
Bryn Mawr, PA 19010
http://www.theamericancollege.edu/
For information on about the Chartered Financial Analyst designation, contact:
Association of Investment Management and Research
P.O. Box 3668
560 Ray C. Hunt Drive
Charlottesville, VA 22903
https://nyustern-aimr.campusgroups.com/web_page.aspx?order=1&id=286
The data sources for the information displayed here include: Virginia Career VIEW Research. (Using onet28)
Personal Financial Advisors
Knowledge
% | Subject | Description |
---|---|---|
87.00 | Customer and Personal Service | Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction. |
76.25 | Economics and Accounting | Knowledge of economic and accounting principles and practices, the financial markets, banking, and the analysis and reporting of financial data. |
75.00 | English Language | Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar. |
66.00 | Mathematics | Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications. |
62.00 | Psychology | Knowledge of human behavior and performance; individual differences in ability, personality, and interests; learning and motivation; psychological research methods; and the assessment and treatment of behavioral and affective disorders. |
58.75 | Sales and Marketing | Knowledge of principles and methods for showing, promoting, and selling products or services. This includes marketing strategy and tactics, product demonstration, sales techniques, and sales control systems. |
54.25 | Law and Government | Knowledge of laws, legal codes, court procedures, precedents, government regulations, executive orders, agency rules, and the democratic political process. |
The data sources for the information displayed here include: O*NET™. (Using onet28)
Personal Financial Advisors
Skills
% | Subject | Description |
---|---|---|
75.00 | Reading Comprehension | Understanding written sentences and paragraphs in work-related documents. |
75.00 | Active Listening | Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times. |
75.00 | Writing | Communicating effectively in writing as appropriate for the needs of the audience. |
75.00 | Speaking | Talking to others to convey information effectively. |
72.00 | Judgment and Decision Making | Considering the relative costs and benefits of potential actions to choose the most appropriate one. |
72.00 | Critical Thinking | Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems. |
68.75 | Service Orientation | Actively looking for ways to help people. |
68.75 | Complex Problem Solving | Identifying complex problems and reviewing related information to develop and evaluate options and implement solutions. |
65.50 | Social Perceptiveness | Being aware of others' reactions and understanding why they react as they do. |
65.50 | Persuasion | Persuading others to change their minds or behavior. |
59.50 | Mathematics | Using mathematics to solve problems. |
59.50 | Active Learning | Understanding the implications of new information for both current and future problem-solving and decision-making. |
56.25 | Systems Analysis | Determining how a system should work and how changes in conditions, operations, and the environment will affect outcomes. |
56.25 | Systems Evaluation | Identifying measures or indicators of system performance and the actions needed to improve or correct performance, relative to the goals of the system. |
53.00 | Monitoring | Monitoring/Assessing performance of yourself, other individuals, or organizations to make improvements or take corrective action. |
53.00 | Coordination | Adjusting actions in relation to others' actions. |
50.00 | Negotiation | Bringing others together and trying to reconcile differences. |
50.00 | Instructing | Teaching others how to do something. |
50.00 | Time Management | Managing one's own time and the time of others. |
50.00 | Management of Financial Resources | Determining how money will be spent to get the work done, and accounting for these expenditures. |
The data sources for the information displayed here include: O*NET™. (Using onet28)
Personal Financial Advisors
Abilities
% | Subject | Description |
---|---|---|
75.00 | Oral Comprehension | The ability to listen to and understand information and ideas presented through spoken words and sentences. |
75.00 | Written Comprehension | The ability to read and understand information and ideas presented in writing. |
75.00 | Oral Expression | The ability to communicate information and ideas in speaking so others will understand. |
75.00 | Written Expression | The ability to communicate information and ideas in writing so others will understand. |
75.00 | Speech Clarity | The ability to speak clearly so others can understand you. |
72.00 | Deductive Reasoning | The ability to apply general rules to specific problems to produce answers that make sense. |
72.00 | Inductive Reasoning | The ability to combine pieces of information to form general rules or conclusions (includes finding a relationship among seemingly unrelated events). |
72.00 | Near Vision | The ability to see details at close range (within a few feet of the observer). |
72.00 | Speech Recognition | The ability to identify and understand the speech of another person. |
68.75 | Number Facility | The ability to add, subtract, multiply, or divide quickly and correctly. |
68.75 | Mathematical Reasoning | The ability to choose the right mathematical methods or formulas to solve a problem. |
65.50 | Problem Sensitivity | The ability to tell when something is wrong or is likely to go wrong. It does not involve solving the problem, only recognizing that there is a problem. |
56.25 | Fluency of Ideas | The ability to come up with a number of ideas about a topic (the number of ideas is important, not their quality, correctness, or creativity). |
56.25 | Information Ordering | The ability to arrange things or actions in a certain order or pattern according to a specific rule or set of rules (e.g., patterns of numbers, letters, words, pictures, mathematical operations). |
56.25 | Category Flexibility | The ability to generate or use different sets of rules for combining or grouping things in different ways. |
50.00 | Originality | The ability to come up with unusual or clever ideas about a given topic or situation, or to develop creative ways to solve a problem. |
50.00 | Selective Attention | The ability to concentrate on a task over a period of time without being distracted. |
The data sources for the information displayed here include: O*NET™. (Using onet28)
Personal Financial Advisors
Work Activities
% | Subject | Description |
---|---|---|
93.50 | Getting Information | Observing, receiving, and otherwise obtaining information from all relevant sources. |
91.25 | Establishing and Maintaining Interpersonal Relationships | Developing constructive and cooperative working relationships with others, and maintaining them over time. |
87.00 | Making Decisions and Solving Problems | Analyzing information and evaluating results to choose the best solution and solve problems. |
87.00 | Updating and Using Relevant Knowledge | Keeping up-to-date technically and applying new knowledge to your job. |
85.75 | Communicating with People Outside the Organization | Communicating with people outside the organization, representing the organization to customers, the public, government, and other external sources. This information can be exchanged in person, in writing, or by telephone or e-mail. |
81.50 | Analyzing Data or Information | Identifying the underlying principles, reasons, or facts of information by breaking down information or data into separate parts. |
79.50 | Evaluating Information to Determine Compliance with Standards | Using relevant information and individual judgment to determine whether events or processes comply with laws, regulations, or standards. |
79.25 | Processing Information | Compiling, coding, categorizing, calculating, tabulating, auditing, or verifying information or data. |
79.25 | Working with Computers | Using computers and computer systems (including hardware and software) to program, write software, set up functions, enter data, or process information. |
78.25 | Communicating with Supervisors, Peers, or Subordinates | Providing information to supervisors, co-workers, and subordinates by telephone, in written form, e-mail, or in person. |
77.25 | Organizing, Planning, and Prioritizing Work | Developing specific goals and plans to prioritize, organize, and accomplish your work. |
77.25 | Interpreting the Meaning of Information for Others | Translating or explaining what information means and how it can be used. |
72.75 | Developing Objectives and Strategies | Establishing long-range objectives and specifying the strategies and actions to achieve them. |
70.75 | Documenting/Recording Information | Entering, transcribing, recording, storing, or maintaining information in written or electronic/magnetic form. |
70.75 | Providing Consultation and Advice to Others | Providing guidance and expert advice to management or other groups on technical, systems-, or process-related topics. |
67.50 | Performing for or Working Directly with the Public | Performing for people or dealing directly with the public. This includes serving customers in restaurants and stores, and receiving clients or guests. |
66.25 | Identifying Objects, Actions, and Events | Identifying information by categorizing, estimating, recognizing differences or similarities, and detecting changes in circumstances or events. |
63.75 | Performing Administrative Activities | Performing day-to-day administrative tasks such as maintaining information files and processing paperwork. |
63.00 | Judging the Qualities of Objects, Services, or People | Assessing the value, importance, or quality of things or people. |
63.00 | Selling or Influencing Others | Convincing others to buy merchandise/goods or to otherwise change their minds or actions. |
60.75 | Resolving Conflicts and Negotiating with Others | Handling complaints, settling disputes, and resolving grievances and conflicts, or otherwise negotiating with others. |
60.25 | Scheduling Work and Activities | Scheduling events, programs, and activities, as well as the work of others. |
59.75 | Thinking Creatively | Developing, designing, or creating new applications, ideas, relationships, systems, or products, including artistic contributions. |
56.50 | Assisting and Caring for Others | Providing personal assistance, medical attention, emotional support, or other personal care to others such as coworkers, customers, or patients. |
55.50 | Developing and Building Teams | Encouraging and building mutual trust, respect, and cooperation among team members. |
53.50 | Coaching and Developing Others | Identifying the developmental needs of others and coaching, mentoring, or otherwise helping others to improve their knowledge or skills. |
52.25 | Coordinating the Work and Activities of Others | Getting members of a group to work together to accomplish tasks. |
51.00 | Estimating the Quantifiable Characteristics of Products, Events, or Information | Estimating sizes, distances, and quantities; or determining time, costs, resources, or materials needed to perform a work activity. |
50.00 | Guiding, Directing, and Motivating Subordinates | Providing guidance and direction to subordinates, including setting performance standards and monitoring performance. |
The data sources for the information displayed here include: O*NET™. (Using onet28)
Personal Financial Advisors
Work Styles
% | Subject | Description |
---|---|---|
100.00 | Integrity | Job requires being honest and ethical. |
92.50 | Dependability | Job requires being reliable, responsible, and dependable, and fulfilling obligations. |
83.75 | Attention to Detail | Job requires being careful about detail and thorough in completing work tasks. |
82.50 | Concern for Others | Job requires being sensitive to others' needs and feelings and being understanding and helpful on the job. |
82.50 | Analytical Thinking | Job requires analyzing information and using logic to address work-related issues and problems. |
80.50 | Achievement/Effort | Job requires establishing and maintaining personally challenging achievement goals and exerting effort toward mastering tasks. |
79.25 | Cooperation | Job requires being pleasant with others on the job and displaying a good-natured, cooperative attitude. |
78.25 | Initiative | Job requires a willingness to take on responsibilities and challenges. |
77.25 | Self-Control | Job requires maintaining composure, keeping emotions in check, controlling anger, and avoiding aggressive behavior, even in very difficult situations. |
76.00 | Persistence | Job requires persistence in the face of obstacles. |
74.00 | Stress Tolerance | Job requires accepting criticism and dealing calmly and effectively with high-stress situations. |
70.75 | Adaptability/Flexibility | Job requires being open to change (positive or negative) and to considerable variety in the workplace. |
69.50 | Leadership | Job requires a willingness to lead, take charge, and offer opinions and direction. |
65.25 | Independence | Job requires developing one's own ways of doing things, guiding oneself with little or no supervision, and depending on oneself to get things done. |
58.75 | Social Orientation | Job requires preferring to work with others rather than alone, and being personally connected with others on the job. |
The data sources for the information displayed here include: O*NET™. (Using onet28)
Personal Financial Advisors
Work Values
% | Subject | Description |
---|---|---|
72.17 | Independence | Occupations that satisfy this work value allow employees to work on their own and make decisions. Corresponding needs are Creativity, Responsibility and Autonomy. |
66.67 | Achievement | Occupations that satisfy this work value are results oriented and allow employees to use their strongest abilities, giving them a feeling of accomplishment. Corresponding needs are Ability Utilization and Achievement. |
61.17 | Working Conditions | Occupations that satisfy this work value offer job security and good working conditions. Corresponding needs are Activity, Compensation, Independence, Security, Variety and Working Conditions. |
61.17 | Recognition | Occupations that satisfy this work value offer advancement, potential for leadership, and are often considered prestigious. Corresponding needs are Advancement, Authority, Recognition and Social Status. |
55.50 | Relationships | Occupations that satisfy this work value allow employees to provide service to others and work with co-workers in a friendly non-competitive environment. Corresponding needs are Co-workers, Moral Values and Social Service. |
The data sources for the information displayed here include: O*NET™. (Using onet28)
Personal Financial Advisors
Work Context
% | Subject | Description |
---|---|---|
98.20 | Electronic Mail | How often do you use electronic mail in this job? |
95.60 | Telephone | How often do you have telephone conversations in this job? |
95.60 | Indoors, Environmentally Controlled | How often does this job require working indoors in environmentally controlled conditions? |
92.20 | Spend Time Sitting | How much does this job require sitting? |
89.00 | Face-to-Face Discussions | How often do you have to have face-to-face discussions with individuals or teams in this job? |
85.20 | Structured versus Unstructured Work | To what extent is this job structured for the worker, rather than allowing the worker to determine tasks, priorities, and goals? |
85.20 | Importance of Being Exact or Accurate | How important is being very exact or highly accurate in performing this job? |
85.20 | Frequency of Decision Making | How frequently is the worker required to make decisions that affect other people, the financial resources, and/or the image and reputation of the organization? |
84.40 | Impact of Decisions on Co-workers or Company Results | What results do your decisions usually have on other people or the image or reputation or financial resources of your employer? |
82.80 | Contact With Others | How much does this job require the worker to be in contact with others (face-to-face, by telephone, or otherwise) in order to perform it? |
81.80 | Deal With External Customers | How important is it to work with external customers or the public in this job? |
80.00 | Freedom to Make Decisions | How much decision making freedom, without supervision, does the job offer? |
78.20 | Level of Competition | To what extent does this job require the worker to compete or to be aware of competitive pressures? |
77.40 | Letters and Memos | How often does the job require written letters and memos? |
76.60 | Time Pressure | How often does this job require the worker to meet strict deadlines? |
71.40 | Work With Work Group or Team | How important is it to work with others in a group or team in this job? |
62.60 | Coordinate or Lead Others | How important is it to coordinate or lead others in accomplishing work activities in this job? |
61.80 | Importance of Repeating Same Tasks | How important is repeating the same physical activities (e.g., key entry) or mental activities (e.g., checking entries in a ledger) over and over, without stopping, to performing this job? |
59.20 | Responsibility for Outcomes and Results | How responsible is the worker for work outcomes and results of other workers? |
58.20 | Consequence of Error | How serious would the result usually be if the worker made a mistake that was not readily correctable? |
49.60 | Physical Proximity | To what extent does this job require the worker to perform job tasks in close physical proximity to other people? |
The data sources for the information displayed here include: O*NET™. (Using onet28)
Personal Financial Advisors
Job Zone Four: Considerable Preparation Needed
- Overall Experience
- A considerable amount of work-related skill, knowledge, or experience is needed for these occupations. For example, an accountant must complete four years of college and work for several years in accounting to be considered qualified.
- Job Training
- Employees in these occupations usually need several years of work-related experience, on-the-job training, and/or vocational training.
- Examples
- Many of these occupations involve coordinating, supervising, managing, or training others. Examples include real estate brokers, sales managers, database administrators, graphic designers, conservation scientists, art directors, and cost estimators.
- Education
- Most of these occupations require a four-year bachelor's degree, but some do not.
The data sources for the information displayed here include: O*NET™. (Using onet28)
Personal Financial Advisors
Earnings Benefits*
Region | Entry Level | Median | Experienced |
---|---|---|---|
United States | $46,700.00 | $95,390.00 | $165,590.00 |
Virginia | $47,030.00 | $90,380.00 | $146,830.00 |
Region | Entry Level | Median | Experienced |
Alexandria/Arlington | $64,868.86 | $105,270.39 | $212,371.42 |
Bay Consortium | $50,195.19 | $82,790.76 | $135,418.31 |
Capital Region Workforce Partnership | $44,228.03 | $63,785.77 | $129,074.81 |
Central VA/Region2000 | $41,236.79 | $69,875.32 | $128,564.89 |
Crater Area | No Data | No Data | No Data |
Greater Peninsula | $45,881.21 | $74,720.65 | $159,772.43 |
Hampton Roads | $49,694.45 | $79,821.96 | $166,499.39 |
New River/Mt. Rogers | $42,842.04 | $59,914.41 | $146,564.30 |
Northern Virginia | $59,254.56 | $100,444.44 | $191,770.36 |
Piedmont Workforce | $50,336.95 | $90,784.38 | $167,369.33 |
Shenandoah Valley | No Data | No Data | No Data |
South Central | No Data | No Data | No Data |
Southwestern Virginia | No Data | No Data | No Data |
West Piedmont | $38,514.80 | $59,914.41 | $107,214.23 |
Western Virginia | $47,110.13 | $82,375.68 | $174,095.27 |
* Earnings Calculations:
Regional Earnings:
Entry = Annual mean of the lower 1/3 wage distribution;
Experienced = Annual mean of the upper 2/3 wage distribution.
National and State Earnings:
Entry = Annual 10th percentile wage;
Experienced = Annual 75th percentile wage.
The data sources for the information displayed here include: US Department of Labor (BLS); Virginia Workforce Connection. (Using onet28)
Personal Financial Advisors
Employment Projections
Current | Projected | % Change | |
---|---|---|---|
United States | 330,300 | 381,200 | +15.4% |
Virginia | 5,480 | 6,075 | +10.9% |
Region | Current* | Projected | % Change |
Alexandria/Arlington | 671 | 758 | +13.0% |
Bay Consortium | 135 | 154 | +14.1% |
Capital Region Workforce Partnership | 1,234 | 1,373 | +11.3% |
Central VA/Region2000 | 313 | 338 | +8.0% |
Crater Area | No Data | No Data | No Data |
Greater Peninsula | 195 | 211 | +8.2% |
Hampton Roads | 650 | 719 | +10.6% |
New River/Mt. Rogers | No Data | No Data | No Data |
Northern Virginia | 1,557 | 1,765 | +13.4% |
Piedmont Workforce | 485 | 535 | +10.3% |
Shenandoah Valley | 198 | 214 | +8.1% |
South Central | No Data | No Data | No Data |
Southwestern Virginia | No Data | No Data | No Data |
West Piedmont | No Data | No Data | No Data |
Western Virginia | 256 | 274 | +7.0% |
The data sources for the information displayed here include: US Department of Labor (BLS); Virginia Workforce Connection. (Using onet28)
Personal Financial Advisors
Related Occupations
Related Occupations
The related occupations here have similar general capabilities and interests; career explorers may also be interested in the related occupations:- Financial and Investment Analysts
- Credit Counselors
- Securities, Commodities, and Financial Services Sales Agents
- Financial Risk Specialists
- Loan Officers
- Investment Fund Managers
- Financial Managers
- Insurance Sales Agents
- Accountants and Auditors
- Financial Examiners
- Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel
- Credit Analysts
- Credit Authorizers, Checkers, and Clerks
- Tax Preparers
- Brokerage Clerks
- New Accounts Clerks
- Management Analysts
- Budget Analysts
- Loan Interviewers and Clerks
- Market Research Analysts and Marketing Specialists
Careers in Securities & Investments Pathway:
- Brokerage Clerks
- Financial Quantitative Analysts
- Financial Specialists, All Other
- Fraud Examiners, Investigators and Analysts
- Personal Financial Advisors
- Securities, Commodities, and Financial Services Sales Agents
The data sources for the information displayed here include: O*NET™. (Using onet28)
Personal Financial Advisors
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Overview
Occupations
The data sources for the information displayed here include: New York State Department of Labor; New Jersey Department of Labor; California Occupational Information Coordinating Committee; CareerOneStop. (Using onet28)
Personal Financial Advisors
Proficiency Ratings
These proficiencies are scored on a scale from 1 to 5 with 1 being not
important to the job and 5 being extremely important to the job.
The data sources for the information displayed here include: O*NET™. (Using onet28)
Personal Financial Advisors
Titles
- Account Executive
- Analyst
- Asset Analyst
- Asset Manager
- Budget Counselor
- Certified Financial Planner (CFP)
- Chartered Financial Analyst (CFA)
- Credit Counselor
- Debt Counselor
- Estate Planner
- Estate Planning Counselor
- Finance Consultant
- Financial Adviser
- Financial Advisor
- Financial Agent
- Financial Consultant
- Financial Coordinator
- Financial Counselor
- Financial Planner
- Financial Retirement Plan Specialist
- Fiscal Specialist
- Individual Pension Adviser
- Individual Pension Consultant
- Insurance Adviser
- Insurance Consultant
- Investment Adviser
- Investment Advisor
- Investment Consultant
- Investment Counselor
- Investment Representative
- Investments Manager
- Money Manager
- Pension Adviser
- Pension Consultant
- Personal Banker
- Personal Financial Advisor
- Personal Financial Planner
- Personal Investment Adviser
- Portfolio Manager
- Registered Representative
- Relationship Manager
- Securities Consultant
- Securities Counselor
- Socially Responsible Investment Adviser
- Strategist
- Trustee of Estate
- Wealth Management Advisor
The data sources for the information displayed here include: O*NET™. (Using onet28)
Personal Financial Advisors
Related Schools
- Bluefield University
- Christopher Newport University
- Ferrum College
- George Mason University
- Hampton University
- James Madison University
- Liberty University
- Old Dominion University
- Radford University
- Regent University
- Virginia Commonwealth University
- Virginia Polytechnic Institute and State University
- Virginia Union University
The data sources for the information displayed here include: O*NET™. (Using onet28)