Is being a financial adviser a good fit for you?
Advises people on how to manage their money. Looks at savings, debts, insurance and investments to make a financial plan.
What the work involves
- Interviews clients about income, spending, insurance, tax and goals to build a financial plan.
- Studies client information to work out ways to meet their goals.
- Answers clients' questions about their financial plans.
- Reviews client accounts and plans regularly in case changes mean a rethink.
The interests that suit it
People in this work tend to be persuading and organising. Here is how much each of the six kinds of interest comes into it.
What it tends to reward
Compared with other work, this job stands out for:
- Independence. Trusted to decide how the work gets done.
- Mastery. Getting really good at something over time.
How much training it needs
Degree required. Usually a degree, sometimes more study after. Rules differ from country to country, so check locally before you commit.
Find out if it fits you
Answer quick questions about what you like doing and what keeps you going. We match you with roles from over 900 kinds of work, and you can see if a financial adviser is one of yours.
Free. About 15 minutes. No account.