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Personal Financial Advisor

Personal Financial Advisor

Job-Specific Whole-Person Assessment (Test)


Personal Financial Advisor

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.

Top activities and tasks for this job:
  • Getting Information - obtain financial information from individuals
  • Interacting With Computers - use computers to enter, access and retrieve financial data
  • Making Decisions and Solving Problems - approve or deny loans
  • Evaluating Information to Determine Compliance with Standards - compare clients' applications with eligibility requirements
  • Establishing and Maintaining Interpersonal Relationships - maintain cooperative relationships with clients
  • Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan.
  • Analyzing Data or Information - analyze financial data
  • Answer clients' questions about the purposes and details of financial plans and strategies.

About the test (Full Version)

The HR Avatar Personal Financial Advisor Pre-Employment Assessment was designed to help you hire staff in this role. The test provides a whole-person evaluation by measuring job-relevant cognitive ability, personality, knowledge, skills, and relevant behavioral history. Each component provides important data for hiring decisions. Cognitive ability has been linked to overall job performance in most jobs and correlates with a candidate's ability to learn new skills and to solve complex problems. Personality characteristics determine how well the candidate will fit-in with a corporate culture. Knowledge and skills indicate how much training will be needed before a new employee becomes productive. Finally, relevant behavioral history detects counter-productive behaviors that can impact job performance.

The Personal Financial Advisor test includes an animated work simulation in which candidates meet customers, colleagues and supervisors in a job-related context. Post-test surveys indicate the majority of candidates react favorably to these simulations. This test also contains an automatically-scored essay component. Writing is a key skill for many jobs and also demonstrates the ability to generate, organize, and communicate relevant ideas effectively.

The specific attributes measured include:

Cognitive Ability
  • Analytical Thinking and Attention to Detail
  Knowledge and Skills
  • Consumer Finance-Related Accounting Concepts
  • Writing
  • Adaptability
  • Drive
  • Integrity
  • Teamwork
  Emotional Intelligence
  • Empathy and Emotional Self-Control
Behavioral History
  • History Survey - Performance
  • History Survey - Tenure

Following completion, the test produces a Candidate Selection Report that includes an overall score and detailed scores for each attribute. The overall score weighs each of the factors based on research and analysis from the U.S. Government's Occupational Information Network (O*Net). O*Net represents over a decade of dedicated research evaluating the relative importance of various factors that lead to success in almost 1,000 different job roles.

The Candidate Selection Report also provides expert interview questions that help you probe critical or low-scoring areas, along with a guide for noting your evaluation of the candidate's responses. Consistent use of an interview guide is an important part of gaining better candidate insights and making better hiring decisions.

Language:English (US)
Time to Complete:40 Minutes (Approximately)
O*Net SOC Code:13-2052.00
Simulation Context:Medium-Level Business Finance
O*Net Context:Business and Financial Operations
Price:40 Credits (Add 5 Credits for Online Proctoring if Used)
More information about this Job
Annual US Wages (2019)
Bottom 10%:
$42,950 or less
Bottom 25%:
$57,780 or less
$87,850 (Average)
Top 25%:
$154,480 or more
Top 10%:
$208,000 or more

US Employment Statistics
2028 (projected):
Annual U.S. Job Openings:23,200

Top Knowledge Requirements
  • Customer and Personal Service
  • Economics and Accounting
  • English Language
  • Sales and Marketing
  • Administration and Management
  • Mathematics
  • Psychology
  • Law and Government
Top Skills
  • Active Listening
  • Judgment and Decision Making
  • Reading Comprehension
  • Critical Thinking
  • Speaking
  • Service Orientation
  • Complex Problem Solving
  • Writing
Top Abilities
  • Written Comprehension
  • Oral Expression
  • Oral Comprehension
  • Deductive Reasoning
  • Inductive Reasoning
  • Written Expression
  • Problem Sensitivity
  • Speech Clarity
Education Requirements
Some College:
Bachelor's Degree:
Post-Baccalaureate Certificate:
Master's Degree:
Professional Degree:
This graphic shows the percentage of people in this role who have their highest education in each category.
Related Work Experience Requirements
1 - 2 Years:
2 - 4 Years:
4 - 6 Years:
This graphic shows the percentage of people in this role whose related work experience before they entered this position falls into each category.

Alternate Titles for this Role: Account Executive, Account Manager, Advisor, Analyst, Asset Analyst, Asset Manager, Budget Counselor, Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Credit Counselor, Debt Counselor, Estate Planner, Estate Planning Counselor, Finance Consultant, Financial Adviser, Financial Advisor, Financial Agent, Financial Consultant, Financial Coordinator, Financial Counselor, Financial Planner, Financial Professional, Financial Retirement Plan Specialist, Financial Solutions Advisor, Fiscal Specialist, Individual Pension Adviser, Individual Pension Consultant, Insurance Adviser, Insurance Consultant, Investment Advisor, Investment Consultant, Investment Counselor, Investment Representative, Investments Manager, Money Manager, Pension Adviser, Pension Consultant, Personal Banker, Personal Financial Advisor, Personal Financial Planner, Personal Investment Adviser, Portfolio Manager, Registered Representative, Relationship Manager, Securities Consultant, Securities Counselor, Socially Responsible Investment Adviser, Strategist, Trustee of Estate, Wealth Advisor, Wealth Management Advisor

Related Jobs based on Skills & Abilities: Sales Agents, Financial Services, Sales Agents, Securities and Commodities, Insurance Sales Agents, Credit Analysts, Loan Officers, Financial Analysts, Market Research Analysts and Marketing Specialists, Budget Analysts, Compensation, Benefits, and Job Analysis Specialists, Financial Managers, Branch or Department, Auditors, Regulatory Affairs Managers, Financial Examiners, Customs Brokers, Clinical Research Coordinators, Risk Management Specialists, Logistics Analysts

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Read the Reviews
"Amazing Service and Spot-On Testing"
"The value received far exceeds the price"
"Truly takes out the guess work"
"Hiring managers can easily understand the reports"

Activities performed during the Test
  • Complete cost-analysis of in-house and out-sourced work.
  • Analyze feedback and recommend steps to increase employee participation.
  • Determine whether to lease or buy equipment.
  • Review incentive financing.
  • Make a purchasing recommendation.
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