Should I Become a Personal Financial Advisor (One Minute Quiz)

Stan T.Career, QuizLeave a Comment

Career Quiz and Most Suitable Personality

Personal Financial Advisors

Personal Financial Advisors 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.

Salary
$122490
Becoming One
Hard
Education
Bachelor's degree
Job Satisfaction
Job Growth

Personality
Interest Match



Career Quiz

In this career quiz, there are 10 questions that will give you a pretty good perspective on whether the career of a Personal Financial Advisor is right for you.

There are 3 answers to each question: Dislike, Okay and Like.

Answer “Dislike” if you tell yourself “Ugh… Sounds boring” or “I’m not sure”
Answer “Okay” if you tell yourself “Umm… I think I will be okay with that”
Answer “Like” if you tell yourself “Yes, I’m interested”

Ready? Let’s start

Question Dislike Okay Like
You are interested in principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
You are interested in economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data.
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.
Answer clients’ questions about the purposes and details of financial plans and strategies.
You like starting up and carrying out projects.
You like leading people and making many decisions. You don’t mind risk taking and dealing with business.
You like following set procedures and routines.
You like working with data and details more than with ideas.
You like working with, communicating with, and teaching people.
You like helping or providing service to others.

Your Results

Done?

Now count how many points you have.
Dislike = 0 point.
Okay = 1 point.
Like = 2 points.

After you’re done counting your points. Click below to view your results.



Featured Schools

Suitable Personality

Best personality for this career

The Entrepreneurs and The Organizers


People who are suitable for this job tends to like starting up and carrying out projects. They like leading people and making many decisions. Sometimes they require risk taking and often deal with business.

They also like following set procedures and routines. They like working with data and details more than with ideas.

You can read more about these career personality types here.


Typical Day

Personal Financial Advisors 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..

Here is what a typical day’s work for a Personal Financial Advisor looks like:

  • 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.
  • Answer clients’ questions about the purposes and details of financial plans and strategies.
  • Recommend to clients strategies in cash management, insurance coverage, investment planning, or other areas to help them achieve their financial goals.
  • Analyze financial information obtained from clients to determine strategies for meeting clients’ financial objectives.
  • Implement financial planning recommendations or refer clients to someone who can assist them with plan implementation.

Find out more about what Personal Financial Advisors do at work.



Learn more about Personal Financial Advisors

Summary
Job Description
Salary
Requirements
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Related to Personal Financial Advisors Quiz

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