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.

Also includes

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) 5,060
10 Year Expected Percentage Change (2016-2026) 11.23 %

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

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

Processing Information

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

Interpreting the Meaning of Information for Others

Explain available financial assistance
Confer with customer to review terms of credit or payment plan
Interpret financial information for others
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
Series 66
Investment Strategy
Certified Public Accountant (CPA)
Investment Recommendations
Client Base Retention

Department of Workforce Development Resources