From Personal Financial Advisors to …

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.

Typical skills in this occupation (O*NET)

Customer and Personal ServiceActive ListeningReading ComprehensionEconomics and AccountingSpeakingEnglish LanguageWritingCritical Thinking

1. Financial and Investment Analysts

   Close match

   6 live listings on JOBUS in California

   • Acquisition and Cataloging Specialist · California State University · Seaside, CA
   • Financial Aid Analyst · California State University · Sacramento, CA
   • Senior Financial Aid Analyst · California State University · Sacramento, CA

   See jobs on JOBUS

2. Credit Counselors

   Close match

   ✓ Skills commonly used in both roles

   Customer and Personal Service, English Language, Speaking, Critical Thinking, Reading Comprehension, Active Listening

   ＋ Skills often needed to add

   AdministrativeActive LearningEducation and Training

   1 live listing on JOBUS in California

   • Financial Aid Counselor · California State University · Seaside, CA

   See jobs on JOBUS

3. Securities, Commodities, and Financial Services Sales Agents

   Close match

   ✓ Skills commonly used in both roles

   Customer and Personal Service, Economics and Accounting, English Language, Active Listening, Critical Thinking, Mathematics

   ＋ Skills often needed to add

   Sales and MarketingMonitoringActive LearningPersuasionComputers and Electronics

   2 live listings on JOBUS in California

   • Financial Representative · California State University · Sacramento, CA
   • Financial Aid Specialist (SSP IA) · California State University · Sacramento, CA

   See jobs on JOBUS

4. Investment Fund Managers

   Close match

   ✓ Skills commonly used in both roles

   Economics and Accounting, English Language, Mathematics, Critical Thinking, Active Listening, Reading Comprehension

   ＋ Skills often needed to add

   Active LearningMonitoring

   9 live listings on JOBUS in California

   • SUPERVISORY AUDITOR (INFORMATION TECHNOLOGY) · Environmental Protection Agency · Chicago, IL
   • Controller · California State University · Turlock, CA
   • Supervisory Auditor (FAO Supervisor) · Defense Contract Audit Agency · Folsom, CA

   See jobs on JOBUS

5. Loan Officers

   Good match

   ✓ Skills commonly used in both roles

   Customer and Personal Service, Active Listening, Speaking, Judgment and Decision Making, Reading Comprehension, Economics and Accounting

   ＋ Skills often needed to add

   Sales and MarketingLaw and Government

   5 live listings on JOBUS in California

   • Institutional Grant Coordinator/Financial Aid Advisor · California State University · Bakersfield, CA
   • FINANCIAL TECHNICIAN · Bureau of Naval Personnel · Millington, TN
   • Financial Aid Operations Coordinator (2 Positions) · California State University · San Jose, CA

   See jobs on JOBUS

Occupation data: O*NET 31.0 Database by the U.S. Department of Labor, Employment and Training Administration (USDOL/ETA), used under the CC BY 4.0 license. JOBUS modified the data for display.