Personal Financial Advisor

Lexile range: 1310L–1480L
Education required: Bachelor’s degree
Expected salary: $46,700–$239,200+ (as of 2022)

Personal financial advisors give clients advice on financial plans using their knowledge of taxes, investments, insurance, pensions, and real estate.

They interview clients to assess their assets, debts, insurance coverage, financial goals, and more. They then make recommendations for what clients can do to meet their financial goals, including seeking assistance from other professionals if needed. Personal financial advisors may also manage clients’ investments.

RIASEC Code: ECS

Programs to look at in Charlotte Mecklenburg area:

  • Charlotte-Mecklenburg Schools Career and Technical Education (CTE) pathway: Financial Planning
  • University of North Carolina at Charlotte: Bachelor’s degree in Finance
More Resources

Need Help?

Unable to login to Beable? If not, contact your CMSGO School Lead.

If you’re able to login, but have questions or technical difficulties, contact Beable directly:
cmsgo@beable.com
Phone: 833-866-8066

Questions about CMSGO or a problem?

First, make sure you have a good internet connection. (Tip: try to access other sites.) If not, you may need to contact your internet service provider.

Need Help?

Unable to login to Beable? If not, contact your CMSGO School Lead.

If you’re able to login, but have questions or technical difficulties, contact Beable directly:
cmsgo@beable.com
Phone: 833-866-8066

Questions about CMSGO or a problem?

First, make sure you have a good internet connection. (Tip: try to access other sites.) If not, you may need to contact your internet service provider.
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