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Personal Financial Advisors

Personal Financial Advisors

O*NET Code: 13-2052.00

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.

Top Companies:

Wells FargoEmergent Financial GroupMediumGenesis GroupFidelity Investments

Top Locations:

New York, NYChicago, ILEast Boston, MADallas, TXDenver, CO

Related Occupations:

Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsFinancial and Investment AnalystsFinancial Specialists, All OtherTax Preparers

Top Industries:

Other Financial Investment ActivitiesOther Investment Pools and FundsAgencies, Brokerages, and Other Insurance Related ActivitiesManagement, Scientific, and Technical Consulting ServicesSecurities and Commodity Contracts Intermediation and Brokerage

KEYWORDS

LOCATIONS

EXACT
NEARBY

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Date

1234100