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Guide Others to Growth
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.
RELATED JOB TITLES
Certified Financial Planner (CFP), Financial Advisor, Financial Consultant, Financial Counselor, Financial Life Planner, Financial Planner, Investment Advisor, Portfolio Manager, Wealth Advisor, Wealth Manager
Facts and Stats
Your career outlook is looking good – just like these stats.
O*NET Code: 13-2052.00
Median wages (annual)
2024
Projected job openings
2024-2034
Projected growth (much faster than average)
2024-2034
What you Need to Know
- 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, and rules of composition and grammar.
- Mathematics — Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications.
- Psychology — Knowledge of human behavior and performance; individual differences in ability, personality, and interests; learning and motivation; psychological research methods; and the assessment and treatment of behavioral and affective disorders.
Top Technology Requirements Included in Job Postings
- Customer relationship management CRM software — ACT! ACT4Advisors; Microsoft Business Contact Manager; Salesforce software; Web Information Solutions Pocket Informant
- Data base user interface and query software — FileMaker Pro; Microsoft Access; Microsoft SQL Server; Structured query language SQL
- Document management software — Cabinet NG CNG-SAFE; ScanSoft PaperPort Pro; SunGard LockBox; World Software Corporation Worldox
- Financial analysis software — Finance Logix Retirement Planner; Ibbotson Portfolio Strategist; Oracle E-Business Suite Financials; WealthTec Foundations
- Presentation software — Financial planning presentation software; Microsoft PowerPoint; MoneyTree Silver Financial Planner (presentation feature)
When You Choose Miami, Your Career Journey Begins
Once you’ve selected your program at Miami, the Center for Career Exploration and Success will help you explore career paths, prepare for the job market, and make meaningful connections. With personalized support, resources, and events, you’ll gain the skills and confidence to navigate your career journey.
Discover how to turn your passions into a career path. Explore majors and careers that match your interests.
Build the skills to succeed in your career journey. Prepare for internships, interviews, and the workplace.
Make meaningful connections to launch your career. Access networking opportunities, career fairs, and employer events.
This page includes information from O*NET OnLine by the U.S. Department of Labor, Employment and Training Administration (USDOL/ETA). Used under the CC BY 4.0 license.