The PathMatch Guide to

Financial Advisory

A Day in the Life

Financial Advisors work with clients to create comprehensive financial plans. These plans summarize the current financial state of the client and establish guidelines to help clients achieve their financial goals. Financial Advisors help clients with saving and budgeting for big life events and often execute trades and investments on behalf of the client. The goal of Financial Advisors is to help their clients understand what is involved with meeting their financial goals and to teach their clients about budgeting, saving, investment, insurance, and tax matters.

Work Responsibilities

Skills You'll Need

  • Creating comprehensive financial plans for their clients 
  • Proficiency in recognizing trends, reading and interpreting data, and understanding fluctuations in the market 
  • Strong communication and interpersonal skills

Industries You'll Work In

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The Network You'd Build

Here are a few real-word examples of jobs and people working in this industry right now.

Example Jobs

Real World Professionals

Growth Path

  1. Jr. Financial Advisor
  2. Mid-Level Financial Advisor
  3. Mid-Sr. Level Financial Advisor
  4. Senior Financial Advisor

Demand for Talent

  • Employment opportunities for personal financial advisors is expected to grow 7% by 20208 
  • The demand for financial advisors is expected to increase, as the aging population will be utilizing financial advisors to help plan for retirement


Jr. Financial Advisor
Mid-Level Financial Advisor
Mid-Sr. Level Financial Advisor
Senior Financial Advisor

Teams You'll Work With


Work/Life Balance Score

Work/life balance is when someone equally prioritizes their career and their personal life. This balance can vary greatly from one career to the next.


Job Stability Score

Job stability is about more than your experience and career. As industries decline, so do the jobs in them.


Prestige Score

Job stability is about more than your experience and career. As industries decline, so do the jobs in them.

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