Daily Tasks
Education
Salary
Work Skills
Location
100

This daily task of a financial advisor requires them to touch base with these individuals to know if their accounts need any adjustments.

Meet with clients to discuss their financial goals.

100

This is the minimum level of degree required for a financial advisor.

Bachelor’s Degree

100

This is the average salary of a financial advisor.

$81,000

100

This work skill requires financial advisors to give their full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.

Active Listening

100

This is a common location financial advisors may work.

Banks

200

This daily task of a financial advisor requires them to track and analyze these items and determine if adjustments are necessary.

Monitor clients’ accounts and determine if they need change.

200

This is the social science that studies the production, distribution, and consumption of goods and services

Economics

200

This is the amount of projected job openings for financial advisors in the next 10 years.

21,500 job openings

200

Identifying complex problems and reviewing related information to develop and evaluate options and implement solutions.

Complex Problem-Solving

200

This is a location financial advisors may work that specialize in investments.

Financial Investment Groups