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Keyword Relevance for: Information
13-2052.00    Personal Financial Advisors   Bright Outlook Bright Outlook     Green Occupation Green

    O*NET-SOC Title     no matches
    Alternate Occupation Titles     no matches
    O*NET-SOC Description     no matches
    Tasks yes    5 matches
    Detailed Work Activities yes    2 matches

Tasks

  • Inform clients about tax benefits, government rebates, or other financial benefits of alternative fuel vehicle purchases or energy efficient home construction, improvements, or remodeling.
  • Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.
  • Guide clients in the gathering of information, such as bank account records, income tax returns, life and disability insurance records, pension plans, or wills.
  • 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.
  • Prepare or interpret for clients information such as investment performance reports, financial document summaries, or income projections.

Detailed Work Activities

  • Interpret financial information for others.
  • Interview clients to gather financial information.