Personal Financial Advisors


Also called : Certified Financial Planner (CFP), Financial Advisor, Financial Consultant, Financial Counselor, Financial Planner, Investment Advisor, Portfolio Manager, Wealth Advisor

What they 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.

On the job, one would


    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.

    • Mathematics
      Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications.

    SKILLS


    • Active Listening
      Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.

    • Reading Comprehension
      Understanding written sentences and paragraphs in work-related documents.

    • Speaking
      Talking to others to convey information effectively.

    • Writing
      Communicating effectively in writing as appropriate for the needs of the audience.

    • Critical Thinking
      Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.

    ABILITIES


    • Oral Comprehension
      The ability to listen to and understand information and ideas presented through spoken words and sentences.

    • Oral Expression
      The ability to communicate information and ideas in speaking so others will understand.

    • Speech Clarity
      The ability to speak clearly so others can understand you.

    • Written Comprehension
      The ability to read and understand information and ideas presented in writing.

    • Written Expression
      The ability to communicate information and ideas in writing so others will understand.

    PERSONALITY

    People interested in this work, will do well at jobs that need;

    • Integrity
      Job requires being honest and ethical.

    • Dependability
      Job requires being reliable, responsible, and dependable, and fulfilling obligations.

    • Attention to Detail
      Job requires being careful about detail and thorough in completing work tasks.

    • Analytical Thinking
      Job requires analyzing information and using logic to address work-related issues and problems.

    • Concern for Others
      Job requires being sensitive to others' needs and feelings and being understanding and helpful on the job.

    • Achievement/Effort
      Job requires establishing and maintaining personally challenging achievement goals and exerting effort toward mastering tasks.

    • Cooperation
      Job requires being pleasant with others on the job and displaying a good-natured, cooperative attitude.

    • Initiative
      Job requires a willingness to take on responsibilities and challenges.

    • Self-Control
      Job requires maintaining composure, keeping emotions in check, controlling anger, and avoiding aggressive behavior, even in very difficult situations.

    • Persistence
      Job requires persistence in the face of obstacles.

    TECHNOLOGY

    • Accounting software

    • Analytical or scientific software

    • Calendar and scheduling software

    • Communications server software

    • Compliance software

    • Customer relationship management CRM software

    • Data base user interface and query software

    • Development environment software

    • Document management software

    • Enterprise resource planning ERP software

    • Financial analysis software

    EDUCATION AND TRAINING

    • Preparation

      Considerable Preparation Needed

    • Education

      Four-year bachelor degree

    • Experience

      A considerable amount of work-related skill, knowledge, or experience is needed for these occupation

    • Jobtraining

      Employees in these occupations usually need several years of work-related experience, on-the-job training, and/or vocational training.

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