Personal Financial Advisors

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.

Key Competencies * Integrity * Dependability * Attention to Detail * Concern for Others * Persistence * Analytical Thinking * Self Control * Achievement/Effort * Initiative * Stress Tolerance

Representative Tasks * 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. * Recommend to clients strategies in cash management, insurance coverage, investment planning, or other areas to help them achieve their financial goals.


Government, Manufacturing, Mining Quarrying & Oil & Gas Extraction, Administrative & Support Services,

Job Family Business and Financial Operations

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