Financial Advisor
Financial Advisors help individuals and families plan their financial futures by providing advice on investments, retirement planning, insurance, and tax strategies.
Example Day-to-Day
Daily tasks include meeting with clients to assess financial goals, developing financial plans, recommending investment strategies, monitoring client portfolios, staying current with financial markets and regulations, building client relationships, and helping clients navigate major financial decisions.
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How to Get Started
Education Requirements
Financial Advisors typically need a bachelor's degree in Finance, Economics, or Business. Many become Certified Financial Planners (CFP) which requires coursework, exam, and experience. Series 7 and Series 66 licenses are often required. Strong interpersonal and sales skills are important.
Best Majors
- Finance
- Economics
- Business Administration
- Accounting
Best Colleges for Those Majors
- Wharton School (UPenn)
- University of Texas at Austin
- University of Wisconsin-Madison
- University of Georgia
- Arizona State University
Related Scholarships
- Finance Scholarships
- CFP Board Scholarships
- Financial Planning Scholarships
- Business Scholarships