We surveyed 3,609 financial advisors to learn what personality traits and interests make them unique. Here are the results.
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:
The top personality traits of financial advisors are extraversion and openness
Financial advisors score highly on extraversion, meaning that they rely on external stimuli to be happy, such as people or exciting surroundings. They also tend to be high on the measure of openness, which means they are usually curious, imaginative, and value variety.
Once again, let’s break down the components of the personality of an average financial advisor: