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How do they match:
Personal Financial Advisors
11
Alternate Occupation Titles
Securities
Consultant
Securities
Counselor
Investment
Advisor
Investment
Consultant
Investment
Counselor
Investment
Representative
Investments
Manager
Financial
Investment
Adviser
Financial
Investment
Advisor
Personal
Investment
Advisor
Socially Responsible
Investment
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
Investigate available
investment
opportunities to determine compatibility with client financial plans.
Meet with clients' other advisors, such as attorneys, accountants, trust officers, or
investment
bankers, to fully understand clients' financial goals and circumstances.
Prepare or interpret for clients information, such as
investment
performance reports, financial document summaries, or income projections.
Recommend environmentally responsible
investments
, such as cleantech, alternative energy, or conservation technologies, companies, or funds.
Recommend to clients strategies in cash management, insurance coverage,
investment
planning, or other areas to help them achieve their financial goals.
2
Detailed Work Activities
Identify strategic business
investment
opportunities.
Recommend
investments
to clients.
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Creative Commons CC-BY
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How do they match: 13-2052.00 - Personal Financial Advisors
by
U.S. Department of Labor, Employment and Training Administration
is licensed under a
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