An official website of Washington State government
Personal Financial Advisors
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.
What a personal financial advisor does
Become a personal financial advisor
If you enjoy doing these activities, you might make a good personal financial advisor
- Listening to others, not interrupting, and asking good questions.
- Reading work related information.
- Noticing a problem and figuring out the best way to solve it.
- Thinking about the pros and cons of different options and picking the best one.
- Figuring out how a system should work and how changes in the future will affect it.
Discover what you could earn in Washington
- Wage information is not available. Average annual earnings data is currently unavailable.
Personal Financial Advisor job outlook
- There are 6,156 workers in this occupation in Washington.
- There are 776 openings per year in this occupation in Washington.