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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.
$102,140
$49.11
This career will grow rapidly in the next few years.
Some information for Personal Financial Advisors is not available in the O*NET database. This is common for emerging or specialized occupations. The information displayed represents all currently available data from O*NET for this occupation code (13-2052.00).