We surveyed 2,165 financial advisors to learn what personality traits and interests make them unique. Here are the results.


Holland Codes

Financial advisors are enterprising and conventional

Financial advisors tend to be predominantly enterprising individuals, which means that they are usually quite natural leaders who thrive at influencing and persuading others. They also tend to be conventional, meaning that they are usually detail-oriented and organized, and like working in a structured environment.

If you are one or both of these archetypes, you may be well suited to be a financial advisor. However, if you are realistic, this is probably not a good career for you. Unsure of where you fit in? Take the career test now.

Here’s how the Holland codes of the average financial advisor break down: