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Occupation Profile

in Wisconsin

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Business and Financial Operations Occupations

Detail Occupation:

Personal Financial Advisors

Detailed Occupation Description:
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.

Skills and additional details about Personal Financial Advisors

Wage Information for Personal Financial Advisors, 2014:

Wage Level Statewide
Entry $17.46 $36,310
Average $39.29 $81,720
Experienced $50.21 $104,430

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