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Summer 2000 Vol. 44, Number 2

Financial analysts and personal financial advisors

Financial analysts and personal financial advisors have different types of clients, but both workers keep an eye on the bottom line.

These are exciting times for investors—and for those helping them with their investment decisions. With record numbers of people investing in the stock market, financial analysts and personal financial advisors are busy. They are the money masters who provide investment analysis and guidance to businesses and individuals.

Financial analysts research and assess companies’ financial condition and prepare reports recommending investment in a company’s stocks or bonds. Personal financial advisors help people achieve financial goals through management of their financial resources; they offer advice on many types of finance, including investment selection, portfolio management, and retirement planning.

This article describes the occupations of financial analyst and personal financial advisor, including what these workers do, what their employment outlook is, how much they earn, and how they train to enter these careers.

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U.S. Department of Labor
Bureau of Labor Statistics

Last Updated: November 6, 2000