Personal Financial Advisors in Battle Creek, Michigan
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.
Career Projections for Battle Creek, Michigan
Personal Financial Advisors on average make:
$83,200 ($40.00/hour).
The number of positions in Battle Creek, Michigan are:
66
and by 2028 that number is projected to:
decrease to 62.
We predict that due to job growth or retirements there will be approximately:
4 every year.
The typical education needed to enter this job is:
a bachelor’s degree.
The typical training needed after hire is:
apprenticeship.
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Other Job Titles
Account Manager, Asset Analyst, Asset Manager, Budget Counselor, Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Client Advisor, Credit Counselor, Debt Counselor, Estate Planner
Technology/Skills
Microsoft Excel, Microsoft Office software, Microsoft PowerPoint
Tools Used
10-key calculators, Desktop computers, Notebook computers, Personal computers, Personal digital assistants PDA, Tablet computers
Tasks
- 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.
Personality
Integrity, Attention to Detail, Analytical Thinking, Dependability, Concern for Others, Initiative, Persistence, Self-Control, Achievement/Effort, Cooperation
Certifications, Licenses, or Training
Certifications (CareerOneStop) Certifications (MyNextMove) Licenses Training
More Details About this Occupation
Helpful Resources
CareerOneStop
CareerOneStop is sponsored by the U.S. Department of Labor, Employment, and Training Administration. It’s a one-stop shop for career exploration, training, and jobs. There is also a Skills Matcher available.
PathFinder
An online career planning tool to help Michigan residents get high-quality, in-demand degrees, and credentials.
MyFuture
Helps young adults plan their next steps in life by bringing together the most recently available information about colleges, careers, and military service opportunities.
Creative Ladder
Creative Ladder is a 501(c)(3) nonprofit that works to make creative careers more accessible and inclusive.