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Occupation Profile

in Wisconsin

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Occupation:

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
Skills and additional details about Personal Financial Advisors


Wage Information for Personal Financial Advisors, 2016:

Wage Level Statewide
Hourly
Statewide
Annual
Entry $20.42 $42,470
Average $52.25 $108,680
Experienced $68.16 $141,780

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