31 matches for Financial Planner
|Alternate Occupation Titles||9 matches|
|O*NET-SOC Description||1 match|
|Detailed Work Activities||8 matches|
Alternate Occupation Titles
- Financial Aid Advisor
- Financial Aid Assistant
- Financial Aid Counselor
- Financial Aid Officer
- Financial Assistance Advisor
- Financial Counselor
- Financial Health Counselor
- Accredited Financial Counselor
- Personal Finance Counselor
- Advise and educate individuals or organizations on acquiring and managing debt. May provide guidance in determining the best type of loan and explain loan requirements or restrictions. May help develop debt management plans or student financial aid packages. May advise on credit issues, or provide budget, mortgage, bankruptcy, or student financial aid counseling.
- Advise clients or respond to inquiries about financial matters in person or via phone, email, Web site, or Internet chat.
- Assess clients' overall financial situations by reviewing income, assets, debts, expenses, credit reports, or other financial information.
- Create action plans to assist clients in obtaining permanent housing via rent or mortgage programs.
- Create debt management plans, spending plans, or budgets to assist clients to meet financial goals.
- Explain general financial topics to clients, such as credit report ratings, bankruptcy laws, consumer protection laws, wage attachments, or collection actions.
- Interview clients by telephone or in person to gather financial information.
- Maintain or update records of client account activity, including financial transactions, counseling session notes, correspondence, document images, or client inquiries.
- Negotiate with creditors on behalf of clients to arrange for payment adjustments, interest rate reductions, time extensions, or payment plans.
- Prepare written documents to establish contracts with or communicate financial recommendations to clients.
- Recommend educational materials or resources to clients on matters, such as financial planning, budgeting, or credit.
- Recommend strategies for clients to meet their financial goals, such as borrowing money through loans or loan programs, declaring bankruptcy, making budget adjustments, or enrolling in debt management plans.
- Review changes to financial, family, or employment situations to determine whether changes to existing debt management plans, spending plans, or budgets are needed.
- Teach courses or seminars on topics, such as budgeting, management of personal finances, or financial literacy.
Detailed Work Activities
- Advise others on financial matters.
- Assess financial status of clients.
- Develop financial plans for clients.
- Educate clients on financial planning topics.
- Examine financial records.
- Interpret financial information for others.
- Interview clients to gather financial information.
- Prepare financial documents.
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