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How do they match:
Personal Financial Advisors
10
Alternate Occupation Titles
Insurance
Advisor
Insurance
Consultant
Account
Manager
Asset
Manager
Investments
Manager
Money
Manager
Portfolio
Manager
Private Wealth
Management
Associate
Relationship
Manager
Wealth
Management
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.
5
Tasks
Manage
client portfolios, keeping client plans up-to-date.
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.
Recommend financial products, such as stocks, bonds, mutual funds, or
insurance.
Recommend to clients strategies in cash
management
,
insurance
coverage, investment planning, or other areas to help them achieve their financial goals.
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Work Values
Crosswalks
Military
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ESCO
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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Site updated May 21, 2024
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