13-2052.00 - Personal Financial Advisors

Updated 2012

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: Account Executive, Analyst, Certified Financial Planner (CFP), Financial Advisor, Financial Consultant, Financial Counselor, Financial Planner, Investment Advisor, Portfolio Manager, Registered Representative

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O*NET Data

O*NET Descriptor	Display Cutoff
Tasks	Display items scoring at least on the scale Display items on the Frequency scale Show only green task statements
Tools & Technology	Display categories with examples for each category Tools (6 categories) Technology (11 categories)
Knowledge	Display items scoring at least on the scale Show scale anchors
Skills	Display items scoring at least on the scale Show scale anchors
Abilities	Display items scoring at least on the scale Show scale anchors
Work Activities	Display items scoring at least on the scale Show scale anchors Show detailed work activities where available
Work Context	Display items scoring at least on the Context scale Show percentages of respondents
Job Zone
Education
Interests	Display items scoring at least on the Occupational Interest scale
Work Styles	Display items scoring at least on the Importance scale Show scale anchors
Work Values	Display items scoring at least on the Extent scale
Work Needs	Display items scoring at least on the Extent scale