Financial Planners

Financial planning is the process of establishing financial goals and creating ways to reach them. Certified financial planners examine the assets of their clients and suggest what steps they need to take in the future to meet their goals. They take a broad approach to financial advice, which distinguishes them from other professional advisers, such as insurance agents, stockbrokers, accountants, attorneys, and real estate agents, each of whom typically focuses on only one aspect of a person's finances. Approximately 183,420 personal financial advisers are employed in the United States.

Quick Facts
Duties Provide advice to clients on financial planning
Alternate Title(s) Certified Financial Planners
Salary Range $25,000 to $100,000+
Employment Prospects Good
Advancement Prospects Good
Work Environment Primarily Indoors
Best Geographical Location(s) Opportunities are available throughout the country, but are best in large, metropolitan areas
Education and Training
  • Bachelor's Degree
Related School Subjects
  • Business
  • Economics
  • Mathematics
Experience Participating in an internship, co-op, or part-time job at a financial planning firm during college will be useful
  • Business Management
  • Financial
  • Leadership
Personality Traits
  • Conventional
  • Enterprising
  • Problem-Solving
Licensure/Certification Required
Special Requirements None
Career Ladder
  • Investment Banker, Financial Consultant, or Financial Analyst
  • Experienced Financial Planner
  • Entry-Level Financial Planner

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