"I wasn’t sure what I wanted to do after I graduated college. I got a business degree and a minor in psychology because I was pursuing the fields that interested me, but as I got closer and closer to the end of my senior year, I was still lost about how to use the degrees. Luckily, through my college’s career center, I found a job with an investment firm and realized it was a great fit for me.

I enjoy sharing information with clients about our products and services and encouraging them to plan for life’s big milestones, save for a rainy day, and even start a vacation fund! After working for a year, I realized I wanted to pursue a certification through the Certified Financial Planner Board of Standards. I continue to be excited to learn as much as possible so I can help clients plan their futures while I build my own in a job that I love!"

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Job Description

SOC Code: 13-2052

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.*

*Source: This information is based on O*NET™ data. O*NET is a trademark registered to the U.S. Department of Labor, Employment and Training Administration.

Top Job Skills:

• Customer service
• Troubleshoot problems
• Time management
• Interpret financial information
• Analyze market conditions or trends

General Work Activities:

• Mental Processes
  • Assess financial status of clients
  • Implement financial decisions
• Interacting With Others
  • Correspond with customers to answer questions and/or resolve complaints
  • Recommend investments to clients
  • Disburse funds from clients accounts to creditors
  • Advise others on financial matters
  • Develop business relationships
  • Confer with others about financial matters
• Information Input
  • Interview clients to gather financial information
  • Identify strategic business investment opportunities
  • Compute debt repayment schedules
• Work Output
  • Prepare financial documents, reports, or budgets

Source: SC Works Online Services (SCWOS)

*All data is factual, but names, Images, and quotations have been adapted to protect the Identity of employees and businesses.

Job Statistics

 

Examples of Workforce Areas with Job Openings

 

• Trident
• Greenville
• Waccamaw
• Midlands
• Pee Dee
• Santee-Lynches

Source: SC Works Online Services. Ask an SC Works representative for more information about postings in your area.

Examples of Employers with Job Openings

• First Command Financial Services, Inc.
• Wells Fargo
• Fifth Third Bank
• Thrivent Financial for Lutherans
• Truist Bank
• First Citizens Bank

Source: SC Works Online Services. Ask an SC Works representative for more information about postings in your area

Related Occupations

• Credit Counselors
• Financial and Investment Analysts
• Financial Risk Specialists
• Investment Fund Managers
• Securities, Commodities, and Financial Services Sales Agents

NOTE: All data based on state averages. Information may vary depending on region, experience, and specific employment situation. Last Updated: 2025

Learn More with SCWOS

SC Works Online Services (SCWOS) is the state’s largest job database and provides all of South Carolina's job postings from all major sites, including Monster and Career Builder, in one resource. SCWOS has thousands of positions listed by employers all over the state. To access SCWOS, visit jobs.scworks.org.

Find in-depth breakdowns of occupational statistics such as necessary job certifications, job skills and abilities, current job openings, overview of general work activities, and more by visiting O*NET.org.