Career fit quiz

Is Financial Advisor the Right Career for You?

A quick, free 8-question quiz to see how well the financial advisor career fits your personality, preferences and goals.

Updated By the Career Education Institute Curriculum Team
How this quiz works

Rate how much you agree with each statement. The quiz compares your answers with the realities of the financial advisor job and gives you an honest fit score in under two minutes. Nothing is saved or sent anywhere.

Statement 1 of 8I like helping people plan
Statement 2 of 8I’m good with money
Statement 3 of 8I build trust easily
Statement 4 of 8I can handle early sales pressure
Statement 5 of 8I want to run a business someday
Statement 6 of 8I’m patient
Statement 7 of 8I’m willing to spend about Long-term on-the-job training training for this career
Statement 8 of 8A typical salary around $105,070 a year would meet my needs

What this career really involves

Personal financial advisors provide advice on investments, insurance, mortgages, college savings, estate planning, taxes and retirement.

  • Meet clients about goals
  • Build financial plans
  • Recommend investments
  • Plan for retirement
  • Review insurance needs

Read a full day in the life or see financial advisor salary data.

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