Personal Financial Advisors

in California

Advise clients on financial plans utilizing 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 to establish investment strategies. [More Details...]

Skills - Importance and Competence Level for this occupation (1-low, 100-high)

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Skills	Importance	Competence Level
Active Listening	88	63
Judgment and Decision Making	76	54
Mathematics	80	54
Service Orientation	76	54
Speaking	88	63

Employment Projections

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Area	Estimated Year - Projected Year	Employment		Employment Change		Annual Avg Openings
		Estimated	Projected	Number	Percent
California	2018 - 2028	36,100	38,800	2,700	7.5	30,980

Wages

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Area	Time Period	Hourly Mean	Hourly by Percentile
			25th	Median	75th
California	2023	$67.79	$34.75	$50.15	$0.00

Education

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Workers must have a Bachelor's degree to gain the necessary skills for this occupation.However, those with related work experience would have a competitive advantage in this labor market.

Training Programs

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The following are the training programs available for the Occupation: Personal Financial Advisors

Job Openings from JobCentral National Labor Exchange

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AJB job openings

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