Also called: Registered Associate
Supports financial advisors by handling client paperwork, transfers and questions.
You open new accounts, process a wire, answer a client's question about a statement and prep the advisor for meetings.
A common entry door into becoming a financial advisor.
Approximate: anchored on Bureau of Labor Statistics data for a broader job group.
Bachelor's degree (4-year), about 2 years after high school. Bachelor's or associate; FINRA licenses often required.
Ways in: 4-year college, 2-year college, Certification. Training cost: $15k – $60k.
Majors to look at: Finance, Business Administration.
Growing about average. Steady.
High risk for 10 years. Paperwork, transfers and routine client questions are being automated by digital onboarding and AI assistants.
Classes: Personal finance, Computer applications, Speech, Keyboarding.
Official data: O*NET occupation 43-4051.
Career Universe is an early version. Pay, training and AI-risk figures are estimates to start your own research, not verified facts. The research was written with AI research assistants, checked by validation scripts and spot-checked by hand. Check anything important with schools, employers and official sources. How the numbers work.