3. Aptitudes/Skills  Skills:  Analytical  Interpersonal  Math  Spelling  Communication/Speaking

4. Work Setting–Nature of Work  Most personal financial advisors work full time  24% work more than 50 hours per week  Meetings with existing or new clients.

5. Industries Employed Personal Account Managers 2010  Other financial investment activities 26%  Monetary authorities, credit intermediation, and related activities 19%  Securities and commodity contracts intermediation and brokerage 19%  Insurance carriers and related activities 3%  Professional, scientific, and technical services 3%

6. Employers in the State of VA  First Command Financial Services Inc.  Woodbridge, VA  Edward Jones  Roanoke, VA  Linda DiOrazio  Chester, VA

7. Description: SalaryPhysical Demands  Median Annual Wage (as of May 2010)  $64,750  Starting Salary  Approximately $32,000  Full time work schedule  Includes meetings both during work day and sometimes during personal schedule.  Can be stressful at times

8. Employment Outlook  Employment of personal financial advisors is projected to grow 32% from 2010 to 2020.  Financial advisors will also face competition due to:  Higher wages  Few formal education requirements  As aging population (baby boomers) increases  Advice from personal financial advisors increases.

9. Education & Training  Bachelor’s Degree  Degree’s in finance, economics, accounting, business, mathematics, or law are helpful for the occupation.  Financial planning courses in college are trending in availability.

10. Licensure & Certification LicenseCertification  Multiple combinations of licenses  Vary based on products sold  Registration:  Small firms = State Regulators  Large firms = Securities and Exchange Commission  Certified Financial Planner (CFP)  Bachelor's degree  At least 3 years of relevant work experience  Pass an exam  Agree to adhere to a code of ethics

11. Advancement Opportunities  Master’s Degree in Finance or Business Administration  Will improve chance for management position  Attract new clients

12. I found my information at…  http://www.bls.gov/oco http://www.bls.gov/oco  Pictures:  http://www.ntu.org/in-your-state/virginia/ http://www.ntu.org/in-your-state/virginia/  http://www.laminatedvisuals.com/college- virginia-tech-hokies-posters.html http://www.laminatedvisuals.com/college- virginia-tech-hokies-posters.html