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

Portland Tri-County

Education Requirements

Bachelor's degree

Growth Opportunity

14.60% growth rate
155 annual job openings

Wage Range

$51/hour 29.87 51.04 50th percentile 83.58

Required Work Experience

None

On-The-Job Training

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

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