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Personal Finance Jobs

Updated on January 9, 2015

Many personal financiers get the chance to work in the stock market as a stockbroker when working for big finance enterprises.

Personal finance is the field of economy in charge of analyzing loans, balances, budget and financial risk for various clients, whether as an individual or an institution. A personal financier can work in banks, public institutions or stock markets. Whether you’re working independently or for one of these businesses, personal finance is one of the most well-paid occupations, especially since 2009, when people became more cautious about their personal finances. This trend won’t stop in the near future because globalization and the spreading of markets create more opportunities for personal finance.


The primary job of a personal financier is to advise individual clients. This means you’ll be working with a person who wants, for example, to make a plan for his retirement or invest in the market. They can also ask you to guide them in establishing a general budget of expenses. In general, you’ll be working as an independent consultant in your office and the challenge is to gather a group of regular clients. You can go to each customer’s home at the beginning and then you’ll have to establish an office.

Wealth Manager

A personal financier can become a wealth manager if they work hard enough, acquire background and have at least five to seven years of work experience in an analyst position at a financial institution, such as a bank. Your job will consist of advising your clients, managing their money and taking charge of their investments, as if you were an independent consultant. The only difference is that you’ll be managing huge capital from multimillionaire enterprises. It’s a lot of responsibility, but also it's also a great opportunity.

Conference Speaker

Many personal financiers have made a career giving conferences in colleges and public institutions. These conferences consist of explaining to people basic or advanced concepts of investments, budget and retirement strategies and everything related to expense management. This is a tough market because you have to develop an image and persona that transpires trustworthiness, motivation, and solid values. This is why only few personal financiers can obtain this job. The perks about this career path is that you get to travel, and constantly meet new people to widen your experience and vision of finance.

Stock Market

Many personal financiers get the chance to work in the stock market as a stockbroker when working for big finance enterprises. Stock brokers have to buy and sell stocks in the market and renegotiate debts, bonds and derivatives. Working in the stock market is very lucrative but it involves a certain risk: you’re always exposed to external and uncontrollable effects that could make the stock market fall completely.


  • Bureau of Labor Statistics: Personal Financial Advisors -


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