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How do they match:
Personal Financial Advisors
4
Alternate Occupation Titles
Client
Advisor
Financial Retirement Plan
Specialist
Fiscal
Specialist
Private
Client
Advisor
1
O*NET-SOC Description
Advise
clients
on financial plans using knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate. Duties include assessing
clients
' assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives. May also buy and sell financial assets for
clients.
17
Tasks
Analyze financial information obtained from
clients
to determine strategies for meeting
clients
' financial objectives.
Answer
clients
' questions about the purposes and details of financial plans and strategies.
Contact
clients
periodically to determine any changes in their financial status.
Explain to
clients
the personal financial advisor's responsibilities and the types of services to be provided.
Guide
clients
in the gathering of information, such as bank account records, income tax returns, life and disability insurance records, pension plans,
or
wills.
Implement financial planning recommendations,
or
refer
clients
to someone who can assist them with plan implementation.
Inform
clients
about tax benefits, government rebates,
or
other financial benefits of alternative-fuel vehicle purchases
or
energy-efficient home construction, improvements,
or
remodeling.
Interview
clients
to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance,
or
other information needed to develop a financial plan.
Investigate available investment opportunities to determine compatibility with
client
financial plans.
Manage
client
portfolios, keeping
client
plans up-to-date.
Meet with
clients
' other advisors, such as attorneys, accountants, trust officers,
or
investment bankers, to fully understand
clients
' financial goals and circumstances.
Monitor financial market trends to ensure that
client
plans are responsive.
Open accounts for
clients
, and disburse funds from accounts to creditors as agent for
clients.
Prepare
or
interpret for
clients
information, such as investment performance reports, financial document summaries,
or
income projections.
Recommend to
clients
strategies in cash management, insurance coverage, investment planning,
or
other areas to help them achieve their financial goals.
Recruit and maintain
client
bases.
Review
clients
' accounts and plans regularly to determine whether life changes, economic changes, environmental concerns,
or
financial performance indicate a need for plan reassessment.
7
Detailed Work Activities
Assess financial status of
clients.
Develop
business
relationships.
Disburse funds from
clients
accounts to creditors.
Educate
clients
on financial planning topics.
Identify strategic
business
investment opportunities.
Interview
clients
to gather financial information.
Recommend investments to
clients.
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Technology Skills
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Abilities
Interests
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Skills (Basic)
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Work Activities
Work Context
Work Styles
Work Values
Crosswalks
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DOT
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ESCO
Sites
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Related Sites
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Creative Commons CC-BY
License
How do they match: 13-2052.00 - Personal Financial Advisors
by
U.S. Department of Labor, Employment and Training Administration
is licensed under a
Creative Commons Attribution 4.0 International License
.
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