Personal Financial Advisors

Bright outlookJob zone 4: considerable preparationO*NET 13-2052.00

Pay and outlook shown for

median pay per year, San Antonio-New Braunfels, TX

$50k10th$101kMedian$314k90th

New workers start near $49,990; experienced workers reach $314,400. About 1,590 people do this job in San Antonio-New Braunfels, TX.

Job outlook

Alamo region (San Antonio and 12 surrounding counties), Texas Workforce Commission projection 2024 to 2034; U.S. figures from the BLS.

Employment change: +20.1%; Alamo region, 1,946 to 2,337 jobs · U.S. +10%
Openings a year: 170; in the Alamo region, from growth and people leaving · U.S. 24,100
Employed in 2024: 1,946; in the Alamo region · U.S. 326,000

Typical entry education: Bachelor's degree · Training: Long-term on-the-job training

Alamo Colleges programs that lead here

No program is mapped to this career yet. Many careers start from a transfer pre-major or a related program.

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Skills this career uses

The skills O*NET rates most important for the job, with how much of each the work needs on a 1 to 7 scale.

Reading Comprehension4.0
Active Listening4.0
Speaking4.0
Writing4.0
Critical Thinking4.1
Service Orientation3.9
Judgment and Decision Making3.9
Mathematics3.8

What the work is

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.

Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.
Answer clients' questions about the purposes and details of financial plans and strategies.
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.
Implement financial planning recommendations, or refer clients to someone who can assist them with plan implementation.
Prepare or interpret for clients information, such as investment performance reports, financial document summaries, or income projections.
Guide clients in the gathering of information, such as bank account records, income tax returns, life and disability insurance records, pension plans, or wills.

Education people in this job have

Share of workers by highest education, from O*NET surveys. It shows what others did, not what you must do.

Certificate8%
Bachelor's degree81%
Master's degree12%

Job zone 4, considerable preparation: Usually a bachelor's degree, sometimes a strong associate plus experience.

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