Description
Interviewing clients to determine their income, expenses, and other information needed for a detailed financial plan. Help people reach their financial goals. Implement financial planning recommendations to help my client.
Average Salary
The average salary in New Jersey is $129,790.
Employers
- Northwestern Mutual
- Bank of America
- Wells Fargo
- Senior Private Client Advisor
- Private Client Financial Advisor
Related Careers
- Credit Counselors: Calculate people's monthly income to meet their debt obligations. Create debt management plans.
- Financial and Investment Analysis: Help people with sources and timing. Analyze financial performance of companies facing financial dificulties to identify the problem or help.
- Financial Risk Specialists: Find areas of potential risk to any assets, earning capacities. Do statistical analysis to find risks using software.