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.
Sample of reported job titles: Financial Advisor, Portfolio Manager, Financial Planner, Account Executive, Registered Representative, Investment Advisor, Financial Consultant, Financial Counselor, Analyst, Certified Financial Planner (CFP)
New Hampshire Outlook
Top industries in NH for this occupation:
Education and Training
Most Personal Financial Advisors have at least a four-year college degree. Depending on their employment situation or business ownership status, they are usually required to pass investment advisor, securities representative and/or state law examinations through the Financial Industry Regulatory Authority (FINRA). Personal Financial Advisors must comply with both federal and state securities and investment regulations.
In New Hampshire, the Bureau of Securities Regulation in the Secretary of State's Office is responsible for the licensure of Personal Financial Advisors. There are additional certifications available through professional associations, requiring work experience, passing an examination, and adhering to a code of ethics.
Interests (Holland Code): ECS
Career Cluster: Finance
Most personal financial advisors work in the finance and insurance industry or are self-employed. They typically work full time and may meet with clients in the evenings or on weekends.
Additional Information Sources**
Council of American Survey Research Organizations
Marketing Research Organization
To Find a Job
Contact the nearest NH Employment Security office or go online to www.nhes.nh.gov
* New Hampshire Occupational Employment and Wages, September 2012. Wage estimates based on surveys through May 2011, adjusted to June 2012.
** Inclusion of this information is intended to provide a convenient resource for research, but in no way constitutes an endorsement for any organization; nor is the list all-inclusive.
NH Employment Projections, base year 2010 to projected year 2020
Occupational Outlook Handbook 2010, Bureau of Labor Statistics
For more information:
Economic and Labor Market Information Bureau
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New Hampshire Employment Security (NHES)
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