Personal Financial Advisor
Skills & Interest
  • Manager
  • Math
  • Technology
The Scoop

Do you speak financial-ese? Know the difference between a traditional and Roth IRA? Peruse investment portfolios in your spare time? If you don't—you're in good company. Most adults struggle to keep it all straight! And if you do—many, many people would love to hire you. A financial planner is a person who can translate the sometimes-foreign language of money into easy-to-understand information for their clients, and their help and advice is invaluable. Financial planners first meet with people to learn about their goals, whether they include taking a trip around the world or saving for a child's college education. Then, using their most recent learnings about the financial world, they help clients craft a plan to achieve their dreams, which might include buying stocks or stashing money away in a special account. And they can even help clients get out of a bind if they've made some mistakes and need to start over.

The Details

Degree Required
Bachelor's Degree
Years of College
4
Average Salary
$64,750

Career Video

If you are interested in Personal Financial Advisor check out this informational video provided by Careeronestop.org

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The Impact

By guiding us through the wild world of investments, taxes, and insurance decisions, financial planners can help us make wiser money choices for ourselves and our families.

The Fact

New York City's Wall Street, now known for its high-tech stock-trading scene, is actually named for a real 12-foot-high wall, which was built there in 1685 to protect the city's settlers from outside attackers.