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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 AdvisorPolice & Fire & Ambulance Dispatcher, Sheriff & Deputy Sheriff.

Discover and Match your personality type with your occupational pursuits and discover your best fit career with these detailed Myers-Briggs Type Indicator® Career Reports

  • MBTI® Career Report

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    Find your best occupational match with this easy-to-read Myers-Briggs® test graphic report

    Choosing a career path can be difficult. The revised MBTI® Career Report helps point the way by showing you how your type affects your career exploration and discusses the benefits of choosing a job that is a good fit for your type. By taking the Myers-Briggs test  you also explore preferred work tasks and work environments as well as most popular and least popular occupations for all types and receive strategies for improving job satisfaction. This completely updated report includes expanded coverage of popular fields such as business, health care, computer technology, and high-level executive and management occupations. It is based on four-letter type results and can be generated using your reported type or verified type.

    Download sample MBTI® Career Report

 

  • Strong Interest Inventory® & MBTI® Combined Career Report + Strong Profile

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    Use knowledge about your interests, preferences and personality type to start your optimal career and formulate a plan to achieve your dream job.

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    Download sample Strong Interest Inventory® & MBTI® Combined Career Report Plus Strong Profile
    Download sample Strong Profile

 

 

 
  • Strong Interest Inventory® Interpretive Report

    $67.50 Add to cart

    Delve deeper into what your interests, hobbies, favorite topics, and locations can mean for your career and personal life with the help of this extensive and personalized Strong profile.

    Your Strong Interest Inventory® Interpretive Report starts with the same foundational information found in the Strong Interest Inventory Profile, but goes even further into analyzing your likes and dislikes by offering you a detailed look at how following your interests and preferences can help you lead a more fulfilling, satisfied life. The report presents you with the closest matched occupations for people with your interests, an in-depth breakdown of certain areas matched to your Strong Interest Inventory test results, and insight into your likes and dislikes.

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  • Strong Interest Inventory® & Skills Confidence Profile

    $57.95 Add to cart

    Discover which abilities and interests you feel best about so that you may apply them to your work and home life.

    Your preferences and skills are directly linked to your happiness—wouldn’t you like to know what they are, and how assured you are in your ability to perform them? The Strong Interest Inventory® Profile with Skills Confidence offers you a breakdown of your interests in work, play, academia, and communication styles, with the added bonus of showing you how confident you are in certain abilities and comparing them to your mapped-out interests and skills. The profile aids in understanding how this confidence is affecting your career and personal life, and whether you should seek new paths that align more with your beliefs in yourself—after all, success and satisfaction in a career is connected to one’s faith in their own abilities.

    Download sample Strong Interest Inventory® & Skills Confidence Profile

 
  • Strong Interest Inventory® & Skills Confidence Profile + Strong Interpretive Report

    $74.50 Add to cart

    Discover your interests and preferences as well as your confidence in your abilities to use these interests to your advantage.

    Your strengths, interests, and preferences, when understood and well known, can lead you toward a successful and satisfying career. With this custom package, you’ll learn which occupations, strengths, and skills work best with your likes and dislikes and how confident you are in your ability to fulfill the needs of certain occupations, allowing you to formulate a career path that you’ll enjoy for years to come with the help of the Strong Interest Inventory test.

    Download sample Strong Interest Inventory® & Skills Confidence Profile + Strong Interpretive Report

 

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)