Financial Advisor

Explore This Path

Help clients achieve financial security and reach their life goals.
Make a significant impact by guiding clients through complex financial decisions.
Enjoy a dynamic career with diverse challenges and rewarding client relationships.

💰 Earn $76K-$163K

📚 Bachelor Degree

⏱️ 24–48 MONTH TRAINING

📈 17.1% JOB GROWTH

Find Training

What You’ll Do

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.

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.
Manage client portfolios, keeping client plans up-to-date.
Implement financial planning recommendations, or refer clients to someone who can assist them with plan implementation.
Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.

Scoop

Minimum Education

Bachelor Degree

Career Prospects

Excellent (Increasing by 5% or more)

Training Time

2 to 4 years

Job Openings

27,000 Annually

Median Earnings

$103,330 in California

$99,580 Nationally

$25K

$50K

$75K

$100K

$125K

$150K

$175K

$200K

$225K

$250K

Real Talk Reel

Want to see what it's like to be a Financial Advisor? We've curated a playlist for you to get a glimpse into a day in the life.

@careerxl

Best For You If...

YOU Like 💕

Influencing or leading others
Relating with or serving others
Using data or completing tasks

You are skilled in 💫

Active Listening
Critical Thinking
Speaking
Writing
Mathematics
Reading Comprehension

You value 🙏

Accomplishing things
Having freedom
Receiving recognition

Deep Dive

Financial Advisor

Explore career pathways, key skills, and what each role has to offer.

Pathways to this Career

Learn about the education and training paths that can lead to this career — and what to expect from each one.

Associate's Degree

An associate's degree typically provides graduates with foundational knowledge and skills for entry-level jobs in the graduate's industry, or serves as a stepping stone towards further education.

🎓 College

⏱️ FINISH IN 2-3 years

Bachelor's Degree

A bachelor's degree typically results in increased knowledge about a variety of academic subjects, specialized knowledge in a focused field of study, and is considered the foundational qualification for many careers.

🎓 College

⏱️ FINISH IN 4-5+ years