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Occupation: Personal Financial Advisors
O*NET Code: 13-2052.00
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.
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Securities, Commodities, and Financial Services Sales AgentsFinancial and Investment AnalystsInvestment Fund Managers8,408 Personal Financial Advisors jobs
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- Financial Advisor
- Estate and Succession Planning Partner or Associate - Elite Mult-Office Firm
- Wealth Management Associate (Remote)RemoteApril 6th, 2026
- Hybrid Senior Wealth Advisor – Financial Planning (Remote)RemoteApril 6th, 2026
- Financial Advisor
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- Attorney - Trust and Estates
- Portfolio Associate
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