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Financial Planners

Overview
Financial Advisor—Career Q&A: Professional Advice and Insight

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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 197,580 financial planners are employed in the United States. Financial planners may also be known as personal financial advisors.

Salary Range

$25,000 to $100,000+

Minimum Education Level

Bachelor's Degree

Certification/License

Required

Outlook

Much Faster than the Average
Personality Traits

Conventional

Enterprising

Problem-Solving

Career Ladder
Investment Banker, Financial Consultant, or Financial Analyst

Experienced Financial Planner

Entry-Level Financial Planner

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