Personal Financial Advisors
O*NET Code: 13-2052.00
Description
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.
🗺️ Explore Your Career Path
Visualize advancement opportunities, lateral moves, and skill development roadmaps. See interactive career maps showing transition difficulty and salary progression.
💼 Also Known As
Account ManagerAsset AnalystAsset ManagerBudget CounselorCertified Financial Planner (CFP)Chartered Financial Analyst (CFA)Client AdvisorCredit CounselorDebt CounselorEstate PlannerEstate Planning CounselorEstate TrusteeFinance ConsultantFinancial AdvisorFinancial Advisor AssociateFinancial AgentFinancial ConsultantFinancial CoordinatorFinancial CounselorFinancial Investment Adviser
⚡ Skills (20)
Reading Comprehension4/100
Active Listening4/100
Speaking4/100
Writing4/100
Critical Thinking4/100
Mathematics4/100
Social Perceptiveness4/100
Service Orientation4/100
Complex Problem Solving4/100
Judgment and Decision Making4/100
+ 10 more skills
📚 Knowledge (0)
💪 Abilities (0)
🔧 Technologies & Tools (102)
🔥Microsoft Access
Data base user interface and query software
🔥Microsoft Dynamics
Enterprise resource planning ERP software
🔥Microsoft Excel
Spreadsheet software
🔥Microsoft Office software
Office suite software
🔥Microsoft Outlook
Electronic mail software
🔥Microsoft PowerPoint
Presentation software
🔥Microsoft Project
Project management software
🔥Microsoft SQL Server
Data base user interface and query software
🔥Microsoft Visual Basic
Development environment software
🔥Microsoft Word
Word processing software
🔥Salesforce software
Customer relationship management CRM software
🔥Structured query language SQL
Data base user interface and query software
🔥Swift
Object or component oriented development software
0ACT! ACT4Advisors
Customer relationship management CRM software
0ASI Client Acquisition Solution
Financial analysis software
0Advent Axys
Financial analysis software
0AdviceAmerica AdvisorVision
Financial analysis software
0Advisory World ICE
Financial analysis software
0Asset allocation software
Financial analysis software
0Automatic Data Processing ProxyEdge
Word processing software
0Brentmark Stock Option Risk Analyzer
Financial analysis software
0Cabinet NG CNG-SAFE
Document management software
0Cheshire Financial Planning Suite
Financial analysis software
0ComplianceMAX
Compliance software
0Corel QuattroPro
Spreadsheet software
0Cygnus IncomeMax
Financial analysis software
0DataViz Beyond Contacts
Customer relationship management CRM software
0EISI NaviPlan
Financial analysis software
0EZ-Data Client Data System
Customer relationship management CRM software
0Education planning software
Financial analysis software
0Estate Capitol Needs Analysis
Financial analysis software
0Estate planning software
Financial analysis software
0ExpenseWatch
Financial analysis software
0FileMaker Pro
Data base user interface and query software
0Finance Logix Education Planner
Financial analysis software
0Finance Logix Insurance Planner
Financial analysis software
0Finance Logix Retirement Planner
Financial analysis software
0Financeware AASim
Financial analysis software
0Financeware Finance File Manager
Document management software
0Financeware WealthSimulator
Financial analysis software
0Financial Planning Consultants Practice Builder
Customer relationship management CRM software
0Financial Profiles Profiles+ Professional
Financial analysis software
0Financial planning presentation software
Presentation software
0Financial planning software
Financial analysis software
0Financial report generation software
Word processing software
0Fund accounting software
Accounting software
0Getting Things Done GTD software
Customer relationship management CRM software
0Host Analytics Host Budget
Financial analysis software
0IBM Domino
Communications server software
0IBM Lotus 1-2-3
Spreadsheet software
0IMPACT Wealth Distribution Analysis
Financial analysis software
0Ibbotson Analyst
Financial analysis software
0Ibbotson Portfolio Strategist
Financial analysis software
0Impact PlanLabX3
Financial analysis software
0Investigo
Customer relationship management CRM software
0Investment and business valuation template software
Financial analysis software
0Investment tracking software
Financial analysis software
0J&L Financial Planner
Financial analysis software
0Junxure CRM Software
Customer relationship management CRM software
0MasterPlan
Financial analysis software
0Microsoft Business Contact Manager
Customer relationship management CRM software
0Microsoft Money
Financial analysis software
0MoneyTree Silver Financial Planner (financial analysis feature)
Financial analysis software
0MoneyTree Silver Financial Planner (presentation feature)
Presentation software
0Monte Carlo simulation software
Analytical or scientific software
0Morningstar Principia
Financial analysis software
0Needs analysis software
Financial analysis software
0Net Worth Strategies Stock Opter Pro
Financial analysis software
0Optima IAS
Financial analysis software
0Oracle E-Business Suite Financials
Financial analysis software
0Oracle Hyperion
Enterprise resource planning ERP software
0Oracle PeopleSoft Financials
Enterprise resource planning ERP software
0PIE Technologies MoneyGuidePro
Financial analysis software
0Pimlico Software DateBk
Calendar and scheduling software
0PlanPlus Pro
Financial analysis software
0PlanScan Portfolio Pathfinder
Financial analysis software
0Portfolio management software
Financial analysis software
0Practice management software PMS
Data base user interface and query software
0ProTracker Advantage
Customer relationship management CRM software
0Quicken
Financial analysis software
0Redtail Technology Our Business Online
Customer relationship management CRM software
0Retirement planning software
Financial analysis software
0Sage 50 Accounting
Accounting software
0Sawhney ExecPlan
Financial analysis software
0ScanSoft PaperPort Pro
Document management software
0ScenarioNow RetireNow
Financial analysis software
0SunGard Frontier
Financial analysis software
0SunGard LockBox
Document management software
0SunGard PlanningStation
Financial analysis software
0SunGard WebPlaid
Financial analysis software
0Tax planning software
Financial analysis software
0The Omni Group OmniPlan
Financial analysis software
0Thomson ONE Advisor
Financial analysis software
0Torrid Retirement Planner
Financial analysis software
0Unger Software Methusaleh
Financial analysis software
0WealthTec AllocationPro
Financial analysis software
0WealthTec Foundations
Financial analysis software
0WealthTec WealthMaster
Financial analysis software
0Web Information Solutions Pocket Informant
Customer relationship management CRM software
0Web browser software
Internet browser software
0World Software Corporation Worldox
Document management software
0eMoneyAdvisor AdvisorPlatform
Customer relationship management CRM software
🔄 Career Transition Paths
Occupations with similar skills and natural career progression opportunities
Financial Managers
Salary: $50,000
Education: Zone 4 - High Prep
Investment Fund Managers
Salary: $50,000
Education: Zone 5 - Extensive Prep(↑1 level)
Management Analysts
Salary: $50,000
Education: Zone 4 - High Prep
Market Research Analysts and Marketing Specialists
Salary: $50,000
Education: Zone 4 - High Prep
Accountants and Auditors
Salary: $50,000
Education: Zone 4 - High Prep
Budget Analysts
Salary: $50,000
Education: Zone 4 - High Prep
Credit Analysts
Salary: $50,000
Education: Zone 4 - High Prep
Financial and Investment Analysts
Salary: $50,000
Education: Zone 4 - High Prep
Financial Risk Specialists
Salary: $50,000
Education: Zone 4 - High Prep
Financial Examiners
Salary: $50,000
Education: Zone 4 - High Prep
📊 Skills Comparison
Personal Financial Advisors → Credit Analysts
Transition Difficulty: Easy (100% skill overlap)
✅ Transferable Skills (13)
Skills you already have that transfer to the new role
Critical Thinking
Current: 4Target: 4
→
Reading Comprehension
Current: 4Target: 4
→
Speaking
Current: 4Target: 4
→
Active Learning
Current: 3Target: 4
→
Active Listening
Current: 4Target: 4
→
Mathematics
Current: 4Target: 3
→
Writing
Current: 4Target: 3
→
Judgment and Decision Making
Current: 4Target: 3
→
Monitoring
Current: 3Target: 3
→
Social Perceptiveness
Current: 4Target: 3
→
Service Orientation
Current: 4Target: 3
→
Complex Problem Solving
Current: 4Target: 3
→
Time Management
Current: 3Target: 3
→