Personal Financial Advisors
SOC Code: 13-2052
Personal Financial Advisorss interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan. This career typically requires considerable preparation (2-4 years). With an AI-proof score of 84.2/100, this role has high resilience to automation. Key skills include Critical Thinking, Reading Comprehension, Active Listening.
AI-Proof Score: 84.2 — Very High
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Median Salary
$102,140
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Job Growth
9.6%
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Training Time
Considerable preparation (2-4 years)
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Job Zone
Zone 4 / 5
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Training Cost
~$40,000
Key Skills
- •Critical Thinking
- •Reading Comprehension
- •Active Listening
- •Speaking
- •Writing
- •Service Orientation
Common Tasks
- ✓Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan.
- ✓Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.
- ✓Answer clients' questions about the purposes and details of financial plans and strategies.
- ✓Review clients' accounts and plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment.
- ✓Manage client portfolios, keeping client plans up-to-date.
Training & Resources
Why AI-Proof?
- ✅Requires hands-on physical presence and dexterity
- ✅Demands human empathy, judgment, and trust
- ✅Operates in unpredictable, variable environments
- ✅Social and regulatory barriers to full automation