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Personal Financial Advisors Career

For the Personal Financial Advisors, the average hourly wage is $72.44 and the average annual wage is $150,670. Understand required skills and ability for the career and find right career colleges for it.
Personal Financial Advisors career

Personal Financial Advisors

The main tasks and work activities of Personal Financial Advisors are to assess financial status of clients, correspond with customers to answer questions or resolve complaints, interview clients to gather financial information, implement financial decisions. In general, for the Personal Financial Advisors, speaking, writing, active Listening, reading Comprehension and other 17 skills are required.
ProgramsOccupationsSchoolsDetailed Description

General Job Description and Education/Training Levels for Personal Financial Advisors

Most of Personal Financial Advisors occupations require a four-year bachelor's degree, but some do not. You can check detailed job description, required skiils, activities, and more detailed description at Personal Financial Advisors tasks, skills, and ability page.
The following graph shows the percentage of earned degrees held by Personal Financial Advisors occupational group.
Less than a High School Diploma
4.35%
High School Diploma (or the equivalent)
0.00%
Post-Secondary Certificate
4.35%
Some College Courses
0.00%
Associate's Degree (or other 2-year degree)
0.00%
Bachelor's Degree and Above
91.30%

Vocational Programs for Personal Financial Advisors Career

3 vocational programs are closely related to the Personal Financial Advisors occupation - Family Resource Management Studies, Finance, and 1 more programs. You can check the schools offering the programs with tuition, length of study, and earning information.
A general program that focuses on the design and implementation of policies and processes contributing to successful individual and family resource management. Includes instruction in financial goal-setting and strategies; household income, assets, and debt management; preventing and resolving financial difficulties; and the use of relevant public resources
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A program that generally prepares individuals to plan, manage, and analyze the financial and monetary aspects and performance of business enterprises, banking institutions, or other organizations. Includes instruction in principles of accounting, financial instruments, capital planning, funds acquisition, asset and debt management, budgeting, financial analysis, and investments and portfolio management
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A program that prepares individuals to plan and manage the financial interests and growth of individuals and institutions. Includes instruction in portfolio management, investment management, estate planning, insurance, tax planning, strategic investing and planning, financial consulting services, and client relations
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Schools for Personal Financial Advisors Occupation

The following schools offer the vocational programs and courses for preparing Personal Financial Advisors. The list includes some 4-year colleges that have certificate or associate programs for the career.
Waterbury, CT
Naugatuck Valley Community College
Public, 2-4 years, Offering 80 programs to 4,554 enrolled students and its average tuition & fees is $14,140
Farmington, CT
Tunxis Community College
Public, 2-4 years, Offering 56 programs to 3,267 enrolled students and its average tuition & fees is $14,220