Personal Financial Advisor


A Short Version of this test is available.   What's the Difference?

Candidates typically need about 45 minutes to complete our full-length job-specific assessments. Our short versions take less than half that time. Like our standard assessments, these tests are based on the U.S. Government Occupational Information Network (O*Net). They do not contain the animated simulation module, however, though they still provide valuable information about all critical performance-related dimensions. Additionally, the short versions optionally include 1-2 virtual video interview questions! Click below for more information:

Personal Financial Advisor (Short)

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. May also buy and sell financial assets for clients.

Top activities and tasks for this job:
  • 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.
  • Getting Information
  • Recommend to clients strategies in cash management, insurance coverage, investment planning, or other areas to help them achieve their financial goals.
  • Manage client portfolios, keeping client plans up-to-date.
  • Establishing and Maintaining Interpersonal Relationships
  • Implement financial planning recommendations or refer clients to someone who can assist them with plan implementation.
  • Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.
  • 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
  • Resilience
  • 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
More information about this Job
Annual US Wages (2023)
Bottom 10%:
$48,730 or less
Bottom 25%:
$65,320 or less
$99,580 (Average)
Top 25%:
$169,910 or more
Top 10%:
$239,200 or more

US Employment Statistics
2032 (projected):
Annual U.S. Job Openings:25,600

Top Knowledge Requirements
  • Customer and Personal Service
  • Economics and Accounting
  • English Language
  • Mathematics
  • Psychology
  • Sales and Marketing
  • Law and Government
Top Skills
  • Active Listening
  • Writing
  • Speaking
  • Reading Comprehension
  • Judgment and Decision Making
  • Critical Thinking
  • Service Orientation
  • Complex Problem Solving
Top Abilities
  • Written Comprehension
  • Speech Clarity
  • Written Expression
  • Oral Expression
  • Oral Comprehension
  • Deductive Reasoning
  • Inductive Reasoning
  • Speech Recognition
Education Requirements
No High School Diploma:
Post-Secondary Certificate:
Bachelor's Degree:
Post-Baccalaureate Certificate:
Professional Degree:
This graphic shows the percentage of people in this role who have their highest education in each category.
Related Work Experience Requirements
6 Months - 1 Year:
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 Manager, Asset Analyst, Asset Manager, Budget Counselor, Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Estate Planner, Estate Planning Counselor, Estate Trustee, Finance Consultant, Financial Advisor, Financial Agent, Financial Consultant, Financial Coordinator, Financial Counselor, Financial Investment Adviser, Financial Planner, Financial Professional, Financial Relationship Consultant, Financial Retirement Plan Specialist, Financial Solutions Advisor, Fiscal Specialist, Individual Pension Adviser, Individual Pension Consultant, Insurance Advisor, Insurance Consultant, Investment Advisor, Investment Consultant, Investment Counselor, Investment Representative, Investments Manager, Money Manager, Pension Advisor, Pension Consultant, Personal Banker, Personal Financial Advisor, Personal Financial Planner, Personal Investment Advisor, Portfolio Manager, Socially Responsible Investment Advisor (SRI Advisor), Strategist, Wealth Advisor, Wealth Management Advisor

Related Jobs based on Skills & Abilities: Credit Counselors, Securities, Commodities, and Financial Services Sales Agents, Loan Officers, Investment Fund Managers, Financial Managers, Insurance Sales Agents, Accountants and Auditors, Financial Examiners, Credit Analysts, Credit Authorizers, Checkers, and Clerks, Tax Preparers, Brokerage Clerks, New Accounts Clerks, Management Analysts, Budget Analysts, Loan Interviewers and Clerks, Market Research Analysts and Marketing Specialists

(Internal Use) pid=6201, CTB Direct Test

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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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