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