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Occupational Report
for Personal Financial Advisors (13-2052)
, Oregon Statewide
Occupational Description
Advise clients on financial plans utilizing 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 to establish investment strategies.
The following related career videos are available from America's Career InfoNet:
Personal Financial Advisors
Employment Outlook
for Personal Financial Advisors
| Statewide Employment Analysis |
2006 employment is estimated to be at about the statewide average. This occupation is expected to grow much faster than the statewide average. Total job openings are projected to be at about the statewide average.Reasonable employment opportunities exist for trained workers. |
Data Sources and Limitations
Current Job Openings
for Personal Financial Advisors
There are 10 current openings for this occupation.
Openings 1 through 10
are listed below.
State of Oregon License Information
for Personal Financial Advisors
Wages
for Personal Financial Advisors
| Region |
---------------- 2009 Wages ---------------- |
| Percentiles (hourly wages) |
Avg
Hourly
($/hr) |
Avg
Annual |
| 10th |
25th |
50th
(median) |
75th |
90th |
| Oregon Statewide |
$18.19 |
$23.18 |
$32.19 |
$41.33 |
$70.21
|
$39.06 |
$81,256 |
| Multnomah / Washington |
21.10 |
24.07 |
31.33 |
39.61 |
58.52
|
36.21 |
75,317 |
Data Sources and Limitations
Industries of Employment
for Personal Financial Advisors
Educational Requirements
for Personal Financial Advisors
Workers must have a bachelor's degree to gain the necessary skills for this occupation. However, those with a bachelor's degree and related work experience have a competitive advantage in this labor market.
Skills
for Personal Financial Advisors
- Advise Clients
- Analyze And Interpret Data And Budgets
- Analyze Credit Data
- Analyze Insurance Needs
- Analyze Investment Opportunities Or Strategies
- Apply Accounting Principles And Terminology
- Apply Appraisal Techniques
- Apply Economic Principles And Trends
- Apply Financial Management Principles And Theories
- Apply Linear Algebra
- Apply Mathematical Principles To Accounting, Bookkeeping Or Budgeting
- Apply Mathematical Principles To Annuities
- Apply Mathematical Principles To Insurance
- Apply Mathematical Principles To Pensions
- Apply Mathematics To Statistical Modeling
- Compare Interest Rates And Establish Service Fees
- Compile Data For Financial Reports
- Compose Business Correspondence
- Compute And Record Fiscal Data
- Compute Equity
- Compute Taxes
- Develop Budgets
- Develop Credit Repayment Plan With Client And Creditors
- Direct Investment Activities
- Evaluate Degree Of Financial Risk
- Explain Financial Assistance To Students Such As Loans, Grants, Or Scholarships
- Interpret And Apply Contract, Property And Insurance Laws
- Interview Customers
- Make Presentations
- Obtain Information From Clients, Customers, Patients Or Others
- Perform General Financial Analysis
- Plan And Direct Fiscal Activity
- Prepare Reports In Timely Manner
- Process Records And Maintain Forms And Files
- Provide Consulting Services
- Provide Customer Service
- Research Work-Related Topics Using Library Resources
- Use Algebra
- Use Calculus
- Use Computers To Enter, Access And Retrieve Data
- Use Correct Grammar, Punctuation And Spelling
Schools and Training Providers
for Personal Financial Advisors
The training providers listed below offer one or more of the following programs:
Career Pathway Roadmaps
for Personal Financial Advisors
No Career Pathway links were found for this occupation.
Related Occupations
The scores listed below indicates how closely the skills for Personal Financial Advisors matches the occupation in the list.
A score of 100% means the occupations have identical skill sets. A maximum of 10 occupations are displayed
below.
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