Typical Tasks
Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.
Answer clients' questions about the purposes and details of financial plans and strategies.
Contact clients periodically to determine any changes in their financial status.
Devise debt liquidation plans that include payoff priorities and timelines.
Explain to clients the personal financial advisor's responsibilities and the types of services to be provided.
A day in the life
What kind of work is this?
Enterprising
Business based Work
Conventional
Organized, Procedural Work
Social
Working with people
What personality traits do you need to succeed?
Integrity
Dependability
Attention to Detail
Analytical Thinking
Concern for Others
Achievement/Effort
What key skills are needed for this job?
Reading Comprehension
Active Listening
Writing
Speaking
Critical Thinking
Judgment and Decision Making
Expected Knowledge
Customer and Personal Service
Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
Economics and Accounting
Knowledge of economic and accounting principles and practices, the financial markets, banking, and the analysis and reporting of financial data.
English Language
Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.
Common Activities
Getting Information
Observing, receiving, and otherwise obtaining information from all relevant sources.
Establishing and Maintaining Interpersonal Relationships
Developing constructive and cooperative working relationships with others, and maintaining them over time.
Making Decisions and Solving Problems
Analyzing information and evaluating results to choose the best solution and solve problems.
