2017 Personal Financial Advisors
Median Pay: US$89,160
Entry Level: Bachelor's degree
Summary
Personal financial advisors provide advice on investments, insurance, mortgages, college savings, estate planning, taxes, and retirement to help individuals manage their finances.
Duties

Personal financial advisors typically do the following:

  • Meet with clients in person to discuss their financial goals
  • Explain the types of financial services they provide to potential clients
  • Educate clients and answer questions about investment options and potential risks
  • Recommend investments to clients or select investments on their behalf
  • Help clients plan for specific circumstances, such as education expenses or retirement
  • Monitor clients' accounts and determine if changes are needed to improve the performance or to accommodate life changes, such as getting married or having children
  • Research investment opportunities

Personal financial advisors assess the financial needs of individuals and help them with decisions on investments (such as stocks and bonds), tax laws, and insurance. Advisors help clients plan for short- and long-term goals, such as meeting education expenses and saving for retirement through investments. They invest clients' money based on the clients' decisions. Many advisors also provide tax advice or sell insurance.

Although most planners offer advice on a wide range of topics, some specialize in areas such as retirement or risk management (evaluating how willing the investor is to take chances and adjusting investments accordingly).

Many personal financial advisors spend a lot of time marketing their services, and they meet potential clients by giving seminars or through business and social networking. Networking is the process of meeting and exchanging information with people, or groups of people, who have similar interests.

After financial advisors have invested funds for a client, they and the client receive regular investment reports. Advisors monitor the client's investments and usually meet with each client at least once a year to update the client on potential investments and to adjust the financial plan based on the client's circumstances or because investment options may have changed.

Many personal financial advisors are licensed to directly buy and sell financial products, such as stocks, bonds, annuities, and insurance. Depending on the agreement they have with their clients, personal financial advisors may have the client's permission to make decisions about buying and selling stocks and bonds.

Private bankers or wealth managers are personal financial advisors who work for people who have a lot of money to invest. These clients are similar to institutional investors (commonly, companies or organizations), and they approach investing differently than the general public does. Private bankers manage a collection of investments, called a portfolio, for these clients by using the resources of the bank, including teams of financial analysts, accountants, and other professionals.

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Academic Advisor

Type: Full Time, Full Time Alumnus
Required:Master's degree in a student services area or equivalent plus at least one year of related experience in higher education.Demonstrated commitment to work effectively with diverse student populations.Student services/advising experience within an education setting.Experience developing...
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UMN
Minneapolis, MN

Client Associate

Type: Part Time
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Eden Prairie, MN

Private Bank Family Wealth Strategist

Type: Full Time, Full Time Alumnus
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Admissions/Associate Advisor - Entry Level

Type: Full Time, Full Time Alumnus
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Private Client Advisor II

Type: Full Time, Full Time Alumnus
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Private Client Advisor II

Type: Full Time, Full Time Alumnus
Job Description:Business Overview:U.S. Trust, Bank of America Private Wealth Management is a leading private wealth management organization providing vast resources and customized solutions to help meet clients wealth structuring, investment management, banking and credit needs. Clients are served...
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Salt Lake City, UT

Student Success Advisor (open to PLU faculty, staff, and alumni only)

Type: Full Time, Full Time Alumnus
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Business Services Officer IV

Type: Full Time, Full Time Alumnus
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Fairfax, VA

Veterans Specialist

Type: Full Time, Full Time Alumnus
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Private Client Advisor II

Type: Full Time, Full Time Alumnus
Job Description:Business Overview:U.S. Trust, Bank of America Private Wealth Management is a leading private wealth management organization providing vast resources and customized solutions to help meet clients wealth structuring, investment management, banking and credit needs. Clients are served...
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Saint Petersburg, FL

Sales Associate I

Type: Full Time, Full Time Alumnus
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Alternative Investments Operations Intern

Type: Internship
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San Diego, CA

Alternative Investments Operations Intern

Type: Internship
Artivest is searching for a talented, motivated Intern to be part of our Operations team. The right candidate must have the temperament to thrive in our high-velocity, demanding business culture and enjoy interacting with high-octane, committed co-workers who enjoy working together, value...
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La Jolla, CA

Private Client Advisor II

Type: Full Time, Full Time Alumnus
Job Description:Business Overview:U.S. Trust, Bank of America Private Wealth Management is a leading private wealth management organization providing vast resources and customized solutions to help meet clients wealth structuring, investment management, banking and credit needs. Clients are served...
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Philadelphia, PA

Private Client Advisor II

Type: Full Time, Full Time Alumnus
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Conshohocken, PA

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Type: Internship
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San Diego, CA

Legal & Compliance Intern

Type: Internship
Artivest is searching for a talented, motivated intern to join its Legal and Compliance team. You will perform select legal/compliance functions in support of all levels of management on a variety of legal, compliance, and operational issues. You will work closely with the General Counsel & CCO...
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La Jolla, CA

Non-Registered Client Service Assistant (Non-Exempt)

Type: Full Time, Full Time Alumnus
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Type: Full Time, Full Time Alumnus
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