MBTI® Test ESTJ Personal Financial Advisors

Strong Interest Inventory® General Occupational Theme Code: Enterprising, Conventional, Social (ECS) (GOT)

According to Hammer (1996), Extroverted-Sensing-Thinking-Judging (ESTJ) Myers-Briggs Type Indicator® Personality Types (MBTI® test) tend to do best in fields that value technical expertise. Myers-Briggs test ESTJ’s naturally have strong innate analytical tendencies and enjoy using those innate gifts to advise others and solve real-world problems. With this said, MBTI test ESTJ’s can often find fulfillment and fit-well in careers such as personal financial advisors.

Image courtesy of pakorn at FreeDigitalPhotos.net

Image courtesy of pakorn at FreeDigitalPhotos.net

Personal financial advisors provide invaluable advice and insights to individuals about how to manage their personal finances. To do so effectively, they first interview clients and gather necessary financial documents to obtain a more robust perception of their situation. Then, they analyze this information to develop strategies for meeting clients’ objectives. This may take the form of investments, savings, insurance coverage, cash management, and more. Throughout this process, they manage client portfolios and communicate with clients to keep them up-to-date on the status of their portfolios. In addition to managing individual portfolios, personal financial advisors must work to recruit new clients and to maintain those that they have, while also staying abreast of current market trends to ensure the quality and responsiveness of current initiatives for their clients.

In order to accomplish this variety of feats, personal financial managers must be comfortable working with a variety of computing devices, including desktops, notebooks, and personal computers, as well as smartphones and tablets. Furthermore, they need to have an understanding of a variety of different software, including customer relationship software (e.g., Redtail Technology Our Business Online), document management software (e.g., Cabinet NG CNG-SAFE), financial analysis software (e.g., Ibbotson Portfolio Strategist), spreadsheet software (e.g., Corel QuattroPro), and word processing software (e.g., Microsoft Word; Automatic Data processing ProxyEdge). While the individual kinds of software may differ among different advisors, these general categories will remain consistent.

Being a successful Personal Financial Advisor requires a strong foundation in mathematics, economics, and accounting, as well as sales and marketing. In general, a four-year bachelor’s degree is a minimum requirement, and many also hold a post-baccalaureate certificate or a professional degree, most often an MBA (Master’s of Business Administration).

ESTJs make ideal personal financial advisors because of their attention to detail and persistence, as well for their ability to communicate complex processes succinctly to non-specialists.

Below are some employment trends for Personal Financial Advisors:

  • Median wage: $42.24 hourly, $87,850 annually
  • Employment: 271,700 employees
  • Projected growth (2018-2028): Faster than average (7% to 10%)
  • Projected job openings (2018-2028): 23,200

Visit Our MBTI® About Page and Our ESTJ Personality Type Page For Detailed Information on The ESTJ Personality Type

Visit Our Strong Interest Inventory® Resource Page To Learn About The ECS GOT

ESTJ Careers

Click on one of these corresponding popular ESTJ Careers for detailed information including Career Stats, Income Stats, Daily Tasks and Required Education: Auditor, Commercial Pilot, Computer-ATM-Office Machine Repairer, Construction Manager, Correctional Officer & Jailer, Criminal Investigator, Home Health Aide, Personal Financial Advisor, Police & Fire & Ambulance Dispatcher, Sheriff & Deputy Sheriff.

Explore Our ESTJ Blogs Pages:

Explore additional information that delves deeper into the ESTJ Personality Type by examining various personality and career based subjects:

Click on a link below to read more about different MBTI Personality Types

ISTJ ISFJ INFJ INTJ ESTP ESFP ENFP ENTP
ISTP ISFP INFP INTP ESTJ ESFJ ENFJ ENTJ

References:

  1. Bureau of Labor Statistics wage data and 2012-2022 employment projections Onetonline.org
  1. MBTI® Type Tables for Occupations, 2nd Edition. Schaubhut, N. & Thompson, R. (CPP, 2008)
  1. Introduction To Type and Careers, Hammer, A. (CPP, 1996)