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How do they match:
Personal Financial Advisors
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.
3
Tasks
Open
accounts for clients, and disburse funds from accounts to creditors as agent for clients.
Contact clients periodically to determine any changes in their financial
status.
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.
1
Detailed Work Activity
Assess financial
status
of clients.
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Work Values
Crosswalks
Military
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SOC
DOT
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ESCO
Sites
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U.S. Department of Labor
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How do they match: 13-2052.00 - Personal Financial Advisors
by
U.S. Department of Labor, Employment and Training Administration
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