Career path
Personal Financial Advisors
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.
What this work leans on
PRISM reads 29 signals about how a person thinks, decides and works. These are the ones this path draws on most.
- Risk PreferenceCentral
How you trade off potential gains against potential losses under uncertainty.
- ExtraversionCentral
How energized you are by social interaction and external stimulation.
- Enterprising InterestsCentral
Your interest in leading, persuading, and pursuing business or organizational goals.
- AgreeablenessImportant
How cooperative, trusting, and oriented toward others' interests you are.
- Social InterestsImportant
Your interest in helping, teaching, and working with people in supportive ways.
- Numerical ReasoningImportant
How you handle quantitative information: ratios, percentages, simple inferences from data.
All 6 signals above are measured directly in the assessment. See the full method
The basics
- Field
- Finance & banking
- Job titles you'll see
- Personal Financial Advisors
Close to this
Careers that lean on a similar shape of evidence.
Does this fit how you actually think?
PRISM is free for students. Take the two-minute quiz for a quick read, or the full assessment for the whole picture.
Why this fits you
Working out how this fits you…