About

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.



New job opportunities are very likely in the future.

$99.5k

Annual median Salary

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Education

Most of these occupations require a four-year bachelor's degree, but some do not.


58%

Bachelor's degree

23%

Post-baccalaureate certificate

12%

Master's degree

Careers

Typical Job Titles

Certified Financial Planner (CFP)

Financial Advisor

Financial Planner

Portfolio Manager

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