Jobs.com

Personal Financial Advisors

About the Role

Personal financial advisors help clients manage their finances by providing tailored advice on investments, savings, and financial planning.

Other Common Titles

  • Financial Planner
  • Investment Advisor
  • Wealth Manager
  • Financial Consultant
  • Certified Financial Planner (CFP)

Typical Tasks

  • Assess clients' financial situations and goals.
  • Create personalized financial plans based on client needs.
  • Recommend investment strategies and asset allocation.
  • Monitor clients' financial performance and make adjustments as necessary.
  • Educate clients on financial products and market conditions.
  • Help clients with tax planning and estate planning.
  • Conduct regular reviews and updates of financial plans.

Notable People

  • Suze Orman – A well-known financial advisor and author, Suze Orman has educated millions on personal finance and investing.
  • Dave Ramsey – A prominent personal finance expert, author, and radio host known for his debt reduction and financial independence advice.
  • Robert Kiyosaki – Author of 'Rich Dad Poor Dad', Kiyosaki has influenced many through his teachings on wealth-building and financial literacy.

Recommended Resources

  • The Total Money Makeover

    A book by Dave Ramsey offering practical steps to improve personal finances.

  • The Intelligent Investor

    A classic book on investing by Benjamin Graham, emphasizing value investing principles.

  • NerdWallet

    A resource website for personal finance advice, tools, and financial product comparisons.

  • Smart Passive Income Podcast

    Podcasts that discuss entrepreneurship, passive income, and finance strategies.

  • Financial Planning Association (FPA)

    A professional association providing resources, events, and networks for financial planners.