Finance & Accounting
Personal Financial Advisor
SOC 13-2052 · Bachelor's degree · 330K employed
38
AI Risk Score
Median Salary
$100K
10-Year Growth
+13%
U.S. Jobs
330K
Outlook
fast
How AI Affects This Role
Robo-advisors handle simple portfolios. Human advisors thrive with complex planning, behavioral coaching, and high-net-worth clients.
Key Skills
Financial PlanningTax StrategyRetirement PlanningClient ManagementEstate Planning
AI-Resistant Skills
Trust buildingBehavioral coachingLife event planningComplex estate strategy
Career Transition Paths
If you're a personal financial advisor looking to pivot, consider these related careers:
FAQ
Will AI replace personal financial advisors?
Robo-advisors handle simple portfolios. Human advisors thrive with complex planning, behavioral coaching, and high-net-worth clients.
What education do I need?
Typical entry: Bachelor's degree. Key skills: Financial Planning, Tax Strategy, Retirement Planning, Client Management, Estate Planning.