Financial Examiners
O*NET 13-2061.00 · SOC 13-2061
Projected Growth
+6%
2024–2034
Median Salary
$72k
per year
Education Level
Zone 4
Considerable preparation needed (bachelor's degree)
What You'd Actually Do
- →Assess client financial goals and risk tolerance
- →Develop personalized investment strategies
- →Review and rebalance client portfolios
- →Advise on tax planning and retirement strategies
- →Build long-term client relationships and trust
Education & How to Get In
🎯
Job Zone 4
Considerable preparation needed (bachelor's degree)
A bachelor's degree is the standard entry point for Financial Examiners roles. Related majors and internship experience during college significantly improve your chances. Many employers also value relevant certifications or project portfolios alongside the degree.
Work Environment
Primary Setting
Structured — offices, data centers, or remote
Work Style
Independent — focused deep work with periodic team check-ins
A Day in the Life
While every role varies by employer and specialization, a typical day as a Financial Examiners involves a mix of core responsibilities:
MorningAssess client financial goals and risk tolerance
MiddayDevelop personalized investment strategies
AfternoonReview and rebalance client portfolios
Personality Fit (RIASEC)
Conventional (Organizers)6.4
Enterprising (Persuaders)4.6
Investigative (Thinkers)3.6
Social (Helpers)2.5
Realistic (Doers)1.3
Artistic (Creators)1.0
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