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.

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About the Job

Indiana Average Salary $104,710.00
Average Time to Fill 63 days
Typical Education Bachelor's Degree
Typical Experience Over 2 years, up to and including 4 years
10 Year Projected Openings (2016-2026) 4,070
10 Year Expected Percentage Change (2016-2026) 15.63 %

For more information on the new projection methodology, visit Hoosiers by the Numbers .

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Skills Profile

Essential (Soft) Skills

Essential Skills to Employers

Numerical and Arithmetic Application
Oral Communication
Critical Thinking
Information Gathering
Attention to Detail
Written Communication
Following Directions
Resource Allocation
Conflict Management

Top Job Duties and Responsibilities

Analyzing Data or Information

Evaluate degree of financial risk
Identify financial risks to company
Analyze financial data or information
Analyze applicant financial status
Assess financial status of clients
Perform financial analysis of organizational resources and health
Analyze market conditions or trends
Conduct financial investigations

Processing Information

Calculate financial data
Calculate insurance premiums or awards
Compute state and federal taxes
Identify strategic business investment opportunities
Compute payment schedules
Calculate Return on Investment (ROI)
Compute property equity
Compile data or information for financial reports
Reconcile financial records

Interpreting the Meaning of Information for Others

Explain available financial assistance
Interpret financial information for others
Confer with customer to review terms of credit or payment plan
Explain credit application information
Conduct financial presentations

Real-Time Job Posting Statistics

Booster Skills & Certifications

Job Seekers possessing booster skills & certifications, such as those listed below, added to core skills are more marketable, harder to find and expensive to hire.

Hard to Fill: Employers find positions requiring these skills to be hard to fill. These skills and certifications make a job seeker more in demand because the skills are not widely available.

Expensive to Fill: Employers find positions requiring these skills to be expensive to fill. Job seekers with these skills and certifications are likely to earn more money.

Skill or Certification Certi - fication Hard to Fill Expensive to Fill
Certified Financial Planner
Business Development
Insurance License
Microsoft Access
Series 6
Series 63

Department of Workforce Development Resources