Personal Financial Advisors   13-2052

Finance

Description

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.

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Occupation Details

Location

Northeast Iowa

Education Requirements

Bachelor's degree

Growth Opportunity

20.27% growth rate
35 annual job openings

Wage Range

$31/hour 21.30 31.34 50th percentile 50.86

Required Work Experience

None

On-The-Job Training

Long-term on-the-job training
(more than 12 months)

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