About
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.
New job opportunities are very likely in the future.
$95.3k
Annual median Salary
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Deepika Chanamolu: Technical Staff
Mary Zacher: Recruitment Coordinator
Douglas Ellenberg: Global Network Operations
Matt Butler: National Program Manager
Helen Cheuck: VP of Talent and Culture
Jacqueline Twillie: President
Tomo Gavranovic: Managing Partner
Lauren Budzich: Medical Device Sales
Millie Vasquez: DM Verizon Wireless
Terhan Tinker: GM, Retail Verizon Wireless
Chantee Butler: Student
Heidi Muccifori: Wealth Manager, Financial Planning
Kateryn Raymundo - Campaign Operations Analyst
Alexandra Dalrymple - Communications Manager
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Education
Most of these occupations require a four-year bachelor's degree, but some do not.
52%
Bachelor's degree
35%
Post-baccalaureate certificate
4%
Less than high school diploma
Careers
Typical Job Titles
Certified Financial Planner (CFP)
Financial Advisor
Financial Planner
Portfolio Manager