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Business OperationsTop JobColorado Talent Pipeline Report-aligned occupation with strong annual openings, growth, and wage signals.Green JobOccupation aligned to O*NET green economy classifications.

Personal Financial Advisor

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.

Annual openings

660

Median wage

$89,280

Typical education

Bachelor's degree

Growth 2026–2032

+12%

Median wage source: Colorado BLS OEWS (2025).

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Career requirements

What does this career require?

Explore education, required qualifications, voluntary credentials and employer preferences for this role. Check the details to see which apply.

Typical education

Bachelor's degree

Credential requirement

Obtaining a Certified Financial Planner certification is valued in this job.

Work experience

This is an entry-level job so no work experience is expected.

Is this work a fit?

What the work actually feels like

How people in this career tend to spend their time, the interests it draws on, and a look at a typical day.

Work style

The type of work can vary by job and employer.

  • With childrenNo
  • On a computerYes
  • OutdoorsNo
  • With your handsNo

Interests it draws on

  • Finance
  • Financial Planning

Automation exposure

Low exposure

Tasks here lean on judgement and people skills that are hard to automate.

A typical day

  1. 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.
  2. Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.
  3. Answer clients' questions about the purposes and details of financial plans and strategies.
  4. Review clients' accounts and plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment.
  5. Manage client portfolios, keeping client plans up-to-date.
  6. Recommend to clients strategies in cash management, insurance coverage, investment planning, or other areas to help them achieve their financial goals.
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