Personal Financial Advisor

Career Overview

Personal financial advisors assess the financial needs of individuals and help them with decisions on investments (stocks and bonds), college savings, estate planning, tax laws, and insurance.


A four-year bachelor's degree in finance, economics, accounting, business, law, or a related field is necessary to obtain this position. A higher degree (master's) in a related field, which may take an additional two years to earn, would be more valuable.

Salary Expectations

Low End:
High End:
$41,000 /yr
$90,000 /yr
$208,000 /yr

Recommended Courses

  • Psychology
  • Math
  • Business
  • English - as much as possible!
  • Communication
  • Economics
  • Accounting
Bureau of Labor Statistics, U.S. Department of Labor, Occupational Outlook Handbook
Explore Careers, Labour Market Information, Government of Canada