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. May also buy and sell financial assets for clients. Excludes “Securities, Commodities, and Financial Services Sales Agents” (41-3031).
The 2022 Annual Wages and Employment Report is a comprehensive analysis of national labor market trends within the Personal Financial Advisors occupation. This report presents wage and employment data across various industries, occupation groups, and geographic regions within the United States, providing valuable insights into the state of the US labor market. The report is designed to help businesses, policymakers, and individuals make informed decisions based on the latest wage and employment data. Included with the report is a comprehensive occupational dataset in Excel format.