2. Personal Financial Advisor: Personal Financial Advisor’s utilize their intellectual knowledge of tax and investment strategies with tact to evaluate clients' assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives to establish investment strategies, which can prove to be beneficial for them in the long run. Apart from that they also answer client’s questions about the purposes and details of financial plans and strategies. An MBA or a Masters degree in Finance is a must to bag a Personal Financial Advisors job.