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U.S. Dept. of Labor code 13-2052.0017% growth 2024-2034, Much faster than average (~23,200 openings/yr)Typical pay: $102,140/yr

Personal Financial Advisors

What this job is about

Assist clients in achieving their financial goals through personalized planning.

What this work involves, step by step

AI can help most with the planning, drafting, and paperwork below — not the hands-on parts.

  1. 1

    Interview clients for financial information

    Gather details about clients' income, expenses, and financial objectives.

  2. 2

    Analyze financial data

    Evaluate clients' financial information to develop suitable strategies.

  3. 3

    Recommend financial strategies

    Suggest cash management and investment strategies to meet clients' goals.

  4. 4

    Monitor and review client plans

    Regularly assess clients' financial plans for necessary adjustments.

  5. 5

    Educate clients on financial products

    Explain the benefits and details of recommended financial products.

Tools used in this work
Microsoft AccessMicrosoft ExcelMicrosoft Office softwareMicrosoft OutlookMicrosoft PowerPointMicrosoft ProjectMicrosoft SQL ServerMicrosoft Visual BasicMicrosoft WordSalesforce softwareStructured query language SQLSwift

Free — no credit card required. 200 messages included.