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TCC : Our College : Type of Career : Personal Financial Advisor
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Personal Financial Advisor

Personal financial advisors assess the financial needs of individuals and assist them with investments, tax laws and insurance decisions. Advisors help their clients identify and plan for short-term and long-term goals. Advisors help clients plan for retirement, education expenses and general investment choices. Many also provide tax advice or sell insurance. Although most planners offer advice on a wide range of topics, some specialize in areas such as retirement and estate planning or risk management.

TCC programs that are right for you:
Business Management and Accounting Programs

Work Environment

Personal financial advisors usually work in offices or their own homes. Personal financial advisors usually work standard business hours, but they also schedule meetings with clients in the evenings or on weekends. Many also teach evening classes or hold seminars to bring in more clients. Some personal financial advisors spend a fair amount of their time traveling, to attend conferences or training sessions or to visit clients.

Employment Outlook

According to the Bureau of Labor Statistics, employment of personal financial advisors is projected to grow 32 percent between 2010 and 2020, much faster than the average for all occupations. The primary driver of growth will be the aging population. As large numbers of baby boomers approach retirement, they will seek planning advice from personal financial advisors.

Wages

For information on wages, visit the Bureau of Labor Statistics.
 
Career information courtesy of the Bureau of Labor Statistics' Occupational Outlook Handbook.
Contact Information

For more information contact Admissions & Enrollment Services by phone (850) 201-8555, fax (850) 201-8474 or e-mail enrollment@tcc.fl.edu.

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444 Appleyard Drive | Tallahassee, FL 32304 | (850) 201-6200 | webcontent@tcc.fl.edu | Copyright © 2015.
Tallahassee Community College does not discriminate against any person on the basis of race, color, ethnicity, genetic information, national origin, religion, gender, marital status, disability, or age in programs or activities. Inquiries regarding the non-discrimination policies may be directed to: Renae Tolson, Equity Officer | Room 146 Administration Building | 444 Appleyard Drive | Tallahassee, FL 32304-2895 | (850) 201-6200 | tolsonr@tcc.fl.edu (Other Languages)
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