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Custom Report for:
13-2052.00 - Personal Financial Advisors

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.

Sample of reported job titles: Financial Advisor, Portfolio Manager, Financial Planner, Account Executive, Registered Representative, Investment Advisor, Financial Consultant, Financial Counselor, Analyst, Certified Financial Planner (CFP)

O*NET Data

O*NET Descriptor	Display Cutoff
Tasks	Display items scoring at least 100 90 80 70 60 50 40 30 20 10 0 on the Importance Relevance scale Display items on the Frequency scale Show only green task statements
Tools & Technology	Display 10 all 17 categories with no up to 4 all examples for each category Tools (6 categories) Technology (11 categories)
Knowledge	Display items scoring at least 100 90 80 70 60 50 40 30 20 10 0 on the Importance Level scale Show scale anchors
Skills	Display items scoring at least 100 90 80 70 60 50 40 30 20 10 0 on the Importance Level scale Show scale anchors
Abilities	Display items scoring at least 100 90 80 70 60 50 40 30 20 10 0 on the Importance Level scale Show scale anchors
Work Activities	Display items scoring at least 100 90 80 70 60 50 40 30 20 10 0 on the Importance Level scale Show scale anchors Show detailed work activities where available
Work Context	Display items scoring at least 100 90 80 70 60 50 40 30 20 10 0 on the Context scale Show percentages of respondents
Job Zone
Education
Interests	Display items scoring at least 100 90 80 70 60 50 40 30 20 10 0 on the Occupational Interest scale
Work Styles	Display items scoring at least 100 90 80 70 60 50 40 30 20 10 0 on the Importance scale Show scale anchors
Work Values	Display items scoring at least 100 90 80 70 60 50 40 30 20 10 0 on the Extent scale
Work Needs	Display items scoring at least 100 90 80 70 60 50 40 30 20 10 0 on the Extent scale

Other Information

Related Occupations

Crosswalk           Classification of Instructional Programs (CIP) Dictionary of Occupational Titles (DOT) Occupational Outlook Handbook (OOH) Standard Occupational Classification (SOC)

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Help

• OnLine Help
• About O*NET
• OnLine Desk Aid
• Job Accommodations
• Related Sites
• Home

Find Occupations

• Bright Outlook
• Career Cluster
• Green Economy Sector
• Industry
• Job Family
• Job Zone
• STEM Discipline

Advanced Search

• Browse by O*NET Data:
•    Abilities
•    Interests
•    Knowledge
•    Skills
•    Work Activities
•    Work Context
•    Work Values
• Skills Search
• Tools & Technology

Crosswalks

• Apprenticeship
• DOT
• Education
• Military
• Occupation Handbook
• SOC

O*NET Sites

• My Next Move
• My Next Move for Veterans
• Resource Center
• Code Connector
• O*NET Academy
• Data Collection Program
• U.S. Department of Labor
• Related Sites

Share

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