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Personal Financial Advisors
Business and Financial Operations · SOC 13-2052
35.0% AI Exposure — Very High
$105,070
Median Annual Salary
Bright ↗
O*NET Outlook
23,200
Proj. Annual Openings
266,800
Employment (OEWS 2025)
65/100
AI Resiliency Score
AI exposure from the Anthropic Economic Index (2025); salary from BLS; skills from O*NET. See /sources.
AI Exposure Analysis
AI Exposure35.0%
AI Resiliency65/100
Exposure BandVery High
Sector Avg. Exposure17.3%
Top Skills
1.Reading Comprehension
2.Active Listening
3.Writing
4.Speaking
5.Critical Thinking
O*NET occupation profile
What this work involves
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.
Common titles: Certified Financial Planner (CFP), Financial Advisor, Financial Consultant, Financial Counselor, Financial Life Planner, Financial Planner
Representative 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.
Detailed Work Activities
- •Assess financial status of clients.
- •Interview clients to gather financial information.
- •Correspond with customers to answer questions or resolve complaints.
- •Recommend investments to clients.
- •Implement financial decisions.
Tools & Technologies
Microsoft PowerPoint · hotMicrosoft Access · hotMicrosoft SQL Server · hotSalesforce software · hotStructured query language SQL · hotACT! ACT4AdvisorsCabinet NG CNG-SAFEFileMaker ProFinance Logix Retirement PlannerFinancial planning presentation software
Employment Projections & AI Exposure
15
Occupations Shown
26.0%
Avg AI Exposure
9
Bright Outlook
Sector Comparison
| Metric | This Career | Sector Average |
|---|---|---|
| AI Exposure | 35.0% | 17.3% |
| Outlook | Bright ↗ | 50% Bright |
| Median Salary | $105,070 | N/A |
| AI Resiliency | 65/100 | N/A |