13-2052.00 - Personal Financial Advisors

Updated 2017

Details 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

View report: Summary Details Custom

Tasks Save Table (XLS/CSV)

Importance	Category	Task
87	Core	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.
84	Core	Answer clients' questions about the purposes and details of financial plans and strategies.
84	Core	Recommend to clients strategies in cash management, insurance coverage, investment planning, or other areas to help them achieve their financial goals.
83	Core	Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.
83	Core	Implement financial planning recommendations or refer clients to someone who can assist them with plan implementation.
82	Core	Review clients' accounts and plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment.
80	Core	Manage client portfolios, keeping client plans up-to-date.
79	Core	Contact clients periodically to determine any changes in their financial status.
75	Core	Prepare or interpret for clients information such as investment performance reports, financial document summaries, or income projections.
75	Core	Recruit and maintain client bases.
74	Core	Explain to clients the personal financial advisor's responsibilities and the types of services to be provided.
70	Core	Investigate available investment opportunities to determine compatibility with client financial plans.
68	Core	Guide clients in the gathering of information, such as bank account records, income tax returns, life and disability insurance records, pension plans, or wills.
67	Core	Monitor financial market trends to ensure that client plans are responsive.
64	Core	Recommend financial products, such as stocks, bonds, mutual funds, or insurance.
64	Core	Meet with clients' other advisors, such as attorneys, accountants, trust officers, or investment bankers, to fully understand clients' financial goals and circumstances.
60	Core	Devise debt liquidation plans that include payoff priorities and timelines.
61	Supplemental	Open accounts for clients and disburse funds from accounts to creditors as agent for clients.
43	Supplemental	Inform clients about tax benefits, government rebates, or other financial benefits of alternative fuel vehicle purchases or energy efficient home construction, improvements, or remodeling.
41	Supplemental	Conduct seminars or workshops on financial planning topics, such as retirement planning, estate planning, or the evaluation of severance packages.
31	Supplemental	Recommend environmentally responsible investments, such as cleantech, alternative energy, or conservation technologies, companies, or funds.

Find occupations related to multiple tasks

Technology Skills Save Table (XLS/CSV)

Accounting software — Fund accounting software ; Sage 50 Accounting
Analytical or scientific software — Monte Carlo simulation software
Calendar and scheduling software — Pimlico Software DateBk
Communications server software — IBM Domino
Compliance software — ComplianceMAX
Customer relationship management CRM software — Microsoft Business Contact Manager; Redtail Technology Our Business Online; Salesforce software ; Web Information Solutions Pocket Informant (see all 14 examples)
Data base user interface and query software — Microsoft Access ; Practice management software PMS; Structured query language SQL
Document management software — Cabinet NG CNG-SAFE; ScanSoft PaperPort Pro; SunGard LockBox; World Software Corporation Worldox (see all 5 examples)
Enterprise resource planning ERP software — Microsoft Dynamics ; Oracle Hyperion ; Oracle PeopleSoft Financials
Financial analysis software — Finance Logix Retirement Planner; Ibbotson Portfolio Strategist; Oracle E-Business Suite Financials ; WealthTec Foundations (see all 55 examples)
Internet browser software — Web browser software
Office suite software — Microsoft Office
Presentation software — Financial planning presentation software; Microsoft PowerPoint ; MoneyTree Silver Financial Planner (presentation feature)
Spreadsheet software — Corel QuattroPro; IBM Lotus 1-2-3; Microsoft Excel
Word processing software — Automatic Data Processing ProxyEdge; Financial report generation software; Microsoft Word

Hot Technology — a technology requirement frequently included in employer job postings.

Tools Used Save Table (XLS/CSV)

Desktop calculator — 10-key calculators
Desktop computers
Notebook computers
Personal computers
Personal digital assistant PDAs or organizers — Personal digital assistants PDA
Tablet computers

Knowledge Save Table (XLS/CSV)

Importance		Knowledge
84		Customer and Personal Service — Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
83		Economics and Accounting — Knowledge of economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data.
68		English Language — Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.
66		Sales and Marketing — Knowledge of principles and methods for showing, promoting, and selling products or services. This includes marketing strategy and tactics, product demonstration, sales techniques, and sales control systems.
64		Administration and Management — Knowledge of business and management principles involved in strategic planning, resource allocation, human resources modeling, leadership technique, production methods, and coordination of people and resources.
64		Mathematics — Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications.
58		Psychology — Knowledge of human behavior and performance; individual differences in ability, personality, and interests; learning and motivation; psychological research methods; and the assessment and treatment of behavioral and affective disorders.
55		Computers and Electronics — Knowledge of circuit boards, processors, chips, electronic equipment, and computer hardware and software, including applications and programming.
55		Law and Government — Knowledge of laws, legal codes, court procedures, precedents, government regulations, executive orders, agency rules, and the democratic political process.
51		Education and Training — Knowledge of principles and methods for curriculum and training design, teaching and instruction for individuals and groups, and the measurement of training effects.
50		Clerical — Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, stenography and transcription, designing forms, and other office procedures and terminology.
47		Personnel and Human Resources — Knowledge of principles and procedures for personnel recruitment, selection, training, compensation and benefits, labor relations and negotiation, and personnel information systems.
38		Communications and Media — Knowledge of media production, communication, and dissemination techniques and methods. This includes alternative ways to inform and entertain via written, oral, and visual media.
38		Therapy and Counseling — Knowledge of principles, methods, and procedures for diagnosis, treatment, and rehabilitation of physical and mental dysfunctions, and for career counseling and guidance.
32		Sociology and Anthropology — Knowledge of group behavior and dynamics, societal trends and influences, human migrations, ethnicity, cultures and their history and origins.
30		Philosophy and Theology — Knowledge of different philosophical systems and religions. This includes their basic principles, values, ethics, ways of thinking, customs, practices, and their impact on human culture.
30		Telecommunications — Knowledge of transmission, broadcasting, switching, control, and operation of telecommunications systems.
28		Production and Processing — Knowledge of raw materials, production processes, quality control, costs, and other techniques for maximizing the effective manufacture and distribution of goods.
21		History and Archeology — Knowledge of historical events and their causes, indicators, and effects on civilizations and cultures.
20		Public Safety and Security — Knowledge of relevant equipment, policies, procedures, and strategies to promote effective local, state, or national security operations for the protection of people, data, property, and institutions.
15		Geography — Knowledge of principles and methods for describing the features of land, sea, and air masses, including their physical characteristics, locations, interrelationships, and distribution of plant, animal, and human life.
14		Design — Knowledge of design techniques, tools, and principles involved in production of precision technical plans, blueprints, drawings, and models.
10		Engineering and Technology — Knowledge of the practical application of engineering science and technology. This includes applying principles, techniques, procedures, and equipment to the design and production of various goods and services.
9		Foreign Language — Knowledge of the structure and content of a foreign (non-English) language including the meaning and spelling of words, rules of composition and grammar, and pronunciation.
6		Medicine and Dentistry — Knowledge of the information and techniques needed to diagnose and treat human injuries, diseases, and deformities. This includes symptoms, treatment alternatives, drug properties and interactions, and preventive health-care measures.
5		Fine Arts — Knowledge of the theory and techniques required to compose, produce, and perform works of music, dance, visual arts, drama, and sculpture.
5		Transportation — Knowledge of principles and methods for moving people or goods by air, rail, sea, or road, including the relative costs and benefits.
4		Mechanical — Knowledge of machines and tools, including their designs, uses, repair, and maintenance.
3		Physics — Knowledge and prediction of physical principles, laws, their interrelationships, and applications to understanding fluid, material, and atmospheric dynamics, and mechanical, electrical, atomic and sub- atomic structures and processes.
2		Building and Construction — Knowledge of materials, methods, and the tools involved in the construction or repair of houses, buildings, or other structures such as highways and roads.
0		Biology — Knowledge of plant and animal organisms, their tissues, cells, functions, interdependencies, and interactions with each other and the environment.
0		Chemistry — Knowledge of the chemical composition, structure, and properties of substances and of the chemical processes and transformations that they undergo. This includes uses of chemicals and their interactions, danger signs, production techniques, and disposal methods.
0		Food Production — Knowledge of techniques and equipment for planting, growing, and harvesting food products (both plant and animal) for consumption, including storage/handling techniques.

Skills Save Table (XLS/CSV)

Importance		Skill
75		Active Listening — Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
75		Critical Thinking — Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
75		Judgment and Decision Making — Considering the relative costs and benefits of potential actions to choose the most appropriate one.
75		Reading Comprehension — Understanding written sentences and paragraphs in work related documents.
75		Speaking — Talking to others to convey information effectively.
69		Service Orientation — Actively looking for ways to help people.
66		Complex Problem Solving — Identifying complex problems and reviewing related information to develop and evaluate options and implement solutions.
66		Writing — Communicating effectively in writing as appropriate for the needs of the audience.
63		Persuasion — Persuading others to change their minds or behavior.
63		Social Perceptiveness — Being aware of others' reactions and understanding why they react as they do.
60		Mathematics — Using mathematics to solve problems.
56		Active Learning — Understanding the implications of new information for both current and future problem-solving and decision-making.
56		Management of Financial Resources — Determining how money will be spent to get the work done, and accounting for these expenditures.
56		Systems Analysis — Determining how a system should work and how changes in conditions, operations, and the environment will affect outcomes.
56		Systems Evaluation — Identifying measures or indicators of system performance and the actions needed to improve or correct performance, relative to the goals of the system.
53		Monitoring — Monitoring/Assessing performance of yourself, other individuals, or organizations to make improvements or take corrective action.
53		Time Management — Managing one's own time and the time of others.
50		Coordination — Adjusting actions in relation to others' actions.
50		Instructing — Teaching others how to do something.
47		Operations Analysis — Analyzing needs and product requirements to create a design.
44		Negotiation — Bringing others together and trying to reconcile differences.
41		Learning Strategies — Selecting and using training/instructional methods and procedures appropriate for the situation when learning or teaching new things.
31		Management of Personnel Resources — Motivating, developing, and directing people as they work, identifying the best people for the job.
19		Management of Material Resources — Obtaining and seeing to the appropriate use of equipment, facilities, and materials needed to do certain work.
19		Operation Monitoring — Watching gauges, dials, or other indicators to make sure a machine is working properly.
16		Programming — Writing computer programs for various purposes.
16		Quality Control Analysis — Conducting tests and inspections of products, services, or processes to evaluate quality or performance.
16		Technology Design — Generating or adapting equipment and technology to serve user needs.
13		Science — Using scientific rules and methods to solve problems.
0		Equipment Maintenance — Performing routine maintenance on equipment and determining when and what kind of maintenance is needed.
0		Equipment Selection — Determining the kind of tools and equipment needed to do a job.
0		Installation — Installing equipment, machines, wiring, or programs to meet specifications.
0		Operation and Control — Controlling operations of equipment or systems.
0		Repairing — Repairing machines or systems using the needed tools.
0		Troubleshooting — Determining causes of operating errors and deciding what to do about it.

Abilities Save Table (XLS/CSV)

Importance		Ability
75		Deductive Reasoning — The ability to apply general rules to specific problems to produce answers that make sense.
75		Inductive Reasoning — The ability to combine pieces of information to form general rules or conclusions (includes finding a relationship among seemingly unrelated events).
75		Oral Comprehension — The ability to listen to and understand information and ideas presented through spoken words and sentences.
75		Oral Expression — The ability to communicate information and ideas in speaking so others will understand.
75		Written Comprehension — The ability to read and understand information and ideas presented in writing.
72		Problem Sensitivity — The ability to tell when something is wrong or is likely to go wrong. It does not involve solving the problem, only recognizing there is a problem.
72		Written Expression — The ability to communicate information and ideas in writing so others will understand.
69		Speech Clarity — The ability to speak clearly so others can understand you.
69		Speech Recognition — The ability to identify and understand the speech of another person.
66		Near Vision — The ability to see details at close range (within a few feet of the observer).
63		Mathematical Reasoning — The ability to choose the right mathematical methods or formulas to solve a problem.
63		Number Facility — The ability to add, subtract, multiply, or divide quickly and correctly.
60		Category Flexibility — The ability to generate or use different sets of rules for combining or grouping things in different ways.
60		Information Ordering — The ability to arrange things or actions in a certain order or pattern according to a specific rule or set of rules (e.g., patterns of numbers, letters, words, pictures, mathematical operations).
56		Fluency of Ideas — The ability to come up with a number of ideas about a topic (the number of ideas is important, not their quality, correctness, or creativity).
47		Originality — The ability to come up with unusual or clever ideas about a given topic or situation, or to develop creative ways to solve a problem.
44		Flexibility of Closure — The ability to identify or detect a known pattern (a figure, object, word, or sound) that is hidden in other distracting material.
44		Perceptual Speed — The ability to quickly and accurately compare similarities and differences among sets of letters, numbers, objects, pictures, or patterns. The things to be compared may be presented at the same time or one after the other. This ability also includes comparing a presented object with a remembered object.
44		Selective Attention — The ability to concentrate on a task over a period of time without being distracted.
44		Speed of Closure — The ability to quickly make sense of, combine, and organize information into meaningful patterns.
41		Time Sharing — The ability to shift back and forth between two or more activities or sources of information (such as speech, sounds, touch, or other sources).
38		Far Vision — The ability to see details at a distance.
38		Memorization — The ability to remember information such as words, numbers, pictures, and procedures.
35		Finger Dexterity — The ability to make precisely coordinated movements of the fingers of one or both hands to grasp, manipulate, or assemble very small objects.
25		Visualization — The ability to imagine how something will look after it is moved around or when its parts are moved or rearranged.
22		Hearing Sensitivity — The ability to detect or tell the differences between sounds that vary in pitch and loudness.
19		Auditory Attention — The ability to focus on a single source of sound in the presence of other distracting sounds.
19		Visual Color Discrimination — The ability to match or detect differences between colors, including shades of color and brightness.
13		Depth Perception — The ability to judge which of several objects is closer or farther away from you, or to judge the distance between you and an object.
3		Trunk Strength — The ability to use your abdominal and lower back muscles to support part of the body repeatedly or continuously over time without 'giving out' or fatiguing.
3		Wrist-Finger Speed — The ability to make fast, simple, repeated movements of the fingers, hands, and wrists.
0		Arm-Hand Steadiness — The ability to keep your hand and arm steady while moving your arm or while holding your arm and hand in one position.
0		Control Precision — The ability to quickly and repeatedly adjust the controls of a machine or a vehicle to exact positions.
0		Dynamic Flexibility — The ability to quickly and repeatedly bend, stretch, twist, or reach out with your body, arms, and/or legs.
0		Dynamic Strength — The ability to exert muscle force repeatedly or continuously over time. This involves muscular endurance and resistance to muscle fatigue.
0		Explosive Strength — The ability to use short bursts of muscle force to propel oneself (as in jumping or sprinting), or to throw an object.
0		Extent Flexibility — The ability to bend, stretch, twist, or reach with your body, arms, and/or legs.
0		Glare Sensitivity — The ability to see objects in the presence of glare or bright lighting.
0		Gross Body Coordination — The ability to coordinate the movement of your arms, legs, and torso together when the whole body is in motion.
0		Gross Body Equilibrium — The ability to keep or regain your body balance or stay upright when in an unstable position.
0		Manual Dexterity — The ability to quickly move your hand, your hand together with your arm, or your two hands to grasp, manipulate, or assemble objects.
0		Multilimb Coordination — The ability to coordinate two or more limbs (for example, two arms, two legs, or one leg and one arm) while sitting, standing, or lying down. It does not involve performing the activities while the whole body is in motion.
0		Night Vision — The ability to see under low light conditions.
0		Peripheral Vision — The ability to see objects or movement of objects to one's side when the eyes are looking ahead.
0		Rate Control — The ability to time your movements or the movement of a piece of equipment in anticipation of changes in the speed and/or direction of a moving object or scene.
0		Reaction Time — The ability to quickly respond (with the hand, finger, or foot) to a signal (sound, light, picture) when it appears.
0		Response Orientation — The ability to choose quickly between two or more movements in response to two or more different signals (lights, sounds, pictures). It includes the speed with which the correct response is started with the hand, foot, or other body part.
0		Sound Localization — The ability to tell the direction from which a sound originated.
0		Spatial Orientation — The ability to know your location in relation to the environment or to know where other objects are in relation to you.
0		Speed of Limb Movement — The ability to quickly move the arms and legs.
0		Stamina — The ability to exert yourself physically over long periods of time without getting winded or out of breath.
0		Static Strength — The ability to exert maximum muscle force to lift, push, pull, or carry objects.

Work Activities Save Table (XLS/CSV)

Importance		Work Activity
91		Getting Information — Observing, receiving, and otherwise obtaining information from all relevant sources.
88		Evaluating Information to Determine Compliance with Standards — Using relevant information and individual judgment to determine whether events or processes comply with laws, regulations, or standards.
88		Interacting With Computers — Using computers and computer systems (including hardware and software) to program, write software, set up functions, enter data, or process information.
88		Making Decisions and Solving Problems — Analyzing information and evaluating results to choose the best solution and solve problems.
87		Establishing and Maintaining Interpersonal Relationships — Developing constructive and cooperative working relationships with others, and maintaining them over time.
85		Analyzing Data or Information — Identifying the underlying principles, reasons, or facts of information by breaking down information or data into separate parts.
83		Updating and Using Relevant Knowledge — Keeping up-to-date technically and applying new knowledge to your job.
82		Developing Objectives and Strategies — Establishing long-range objectives and specifying the strategies and actions to achieve them.
80		Identifying Objects, Actions, and Events — Identifying information by categorizing, estimating, recognizing differences or similarities, and detecting changes in circumstances or events.
80		Organizing, Planning, and Prioritizing Work — Developing specific goals and plans to prioritize, organize, and accomplish your work.
80		Processing Information — Compiling, coding, categorizing, calculating, tabulating, auditing, or verifying information or data.
77		Communicating with Persons Outside Organization — Communicating with people outside the organization, representing the organization to customers, the public, government, and other external sources. This information can be exchanged in person, in writing, or by telephone or e-mail.
72		Communicating with Supervisors, Peers, or Subordinates — Providing information to supervisors, co-workers, and subordinates by telephone, in written form, e-mail, or in person.
71		Provide Consultation and Advice to Others — Providing guidance and expert advice to management or other groups on technical, systems-, or process-related topics.
71		Thinking Creatively — Developing, designing, or creating new applications, ideas, relationships, systems, or products, including artistic contributions.
70		Interpreting the Meaning of Information for Others — Translating or explaining what information means and how it can be used.
68		Documenting/Recording Information — Entering, transcribing, recording, storing, or maintaining information in written or electronic/magnetic form.
68		Performing for or Working Directly with the Public — Performing for people or dealing directly with the public. This includes serving customers in restaurants and stores, and receiving clients or guests.
64		Judging the Qualities of Things, Services, or People — Assessing the value, importance, or quality of things or people.
64		Monitor Processes, Materials, or Surroundings — Monitoring and reviewing information from materials, events, or the environment, to detect or assess problems.
64		Monitoring and Controlling Resources — Monitoring and controlling resources and overseeing the spending of money.
64		Selling or Influencing Others — Convincing others to buy merchandise/goods or to otherwise change their minds or actions.
63		Developing and Building Teams — Encouraging and building mutual trust, respect, and cooperation among team members.
62		Coaching and Developing Others — Identifying the developmental needs of others and coaching, mentoring, or otherwise helping others to improve their knowledge or skills.
62		Scheduling Work and Activities — Scheduling events, programs, and activities, as well as the work of others.
61		Performing Administrative Activities — Performing day-to-day administrative tasks such as maintaining information files and processing paperwork.
58		Resolving Conflicts and Negotiating with Others — Handling complaints, settling disputes, and resolving grievances and conflicts, or otherwise negotiating with others.
58		Training and Teaching Others — Identifying the educational needs of others, developing formal educational or training programs or classes, and teaching or instructing others.
57		Guiding, Directing, and Motivating Subordinates — Providing guidance and direction to subordinates, including setting performance standards and monitoring performance.
55		Coordinating the Work and Activities of Others — Getting members of a group to work together to accomplish tasks.
53		Assisting and Caring for Others — Providing personal assistance, medical attention, emotional support, or other personal care to others such as coworkers, customers, or patients.
49		Estimating the Quantifiable Characteristics of Products, Events, or Information — Estimating sizes, distances, and quantities; or determining time, costs, resources, or materials needed to perform a work activity.
46		Staffing Organizational Units — Recruiting, interviewing, selecting, hiring, and promoting employees in an organization.
18		Inspecting Equipment, Structures, or Material — Inspecting equipment, structures, or materials to identify the cause of errors or other problems or defects.
14		Controlling Machines and Processes — Using either control mechanisms or direct physical activity to operate machines or processes (not including computers or vehicles).
11		Repairing and Maintaining Electronic Equipment — Servicing, repairing, calibrating, regulating, fine-tuning, or testing machines, devices, and equipment that operate primarily on the basis of electrical or electronic (not mechanical) principles.
7		Drafting, Laying Out, and Specifying Technical Devices, Parts, and Equipment — Providing documentation, detailed instructions, drawings, or specifications to tell others about how devices, parts, equipment, or structures are to be fabricated, constructed, assembled, modified, maintained, or used.
7		Handling and Moving Objects — Using hands and arms in handling, installing, positioning, and moving materials, and manipulating things.
7		Operating Vehicles, Mechanized Devices, or Equipment — Running, maneuvering, navigating, or driving vehicles or mechanized equipment, such as forklifts, passenger vehicles, aircraft, or water craft.
6		Performing General Physical Activities — Performing physical activities that require considerable use of your arms and legs and moving your whole body, such as climbing, lifting, balancing, walking, stooping, and handling of materials.
4		Repairing and Maintaining Mechanical Equipment — Servicing, repairing, adjusting, and testing machines, devices, moving parts, and equipment that operate primarily on the basis of mechanical (not electronic) principles.

Detailed Work Activities Save Table (XLS/CSV)

Interview clients to gather financial information.
Recommend investments to clients.
Correspond with customers to answer questions or resolve complaints.
Assess financial status of clients.
Implement financial decisions.
Educate clients on financial planning topics.
Develop business relationships.
Interpret financial information for others.
Prepare financial documents, reports, or budgets.
Identify strategic business investment opportunities.
Advise others on financial matters.
Analyze market conditions or trends.
Confer with others about financial matters.
Disburse funds from clients accounts to creditors.
Compute debt repayment schedules.

Find occupations related to multiple detailed work activities

Work Context Save Table (XLS/CSV)

Work Context

Percentage of Top Responses

Electronic Mail — How often do you use electronic mail in this job?


89	Every day

Indoors, Environmentally Controlled — How often does this job require working indoors in environmentally controlled conditions?


93	Every day

Telephone — How often do you have telephone conversations in this job?


81	Every day
11	Once a week or more but not every day

Spend Time Sitting — How much does this job require sitting?


57	Continually or almost continually
39	More than half the time

Contact With Others — How much does this job require the worker to be in contact with others (face-to-face, by telephone, or otherwise) in order to perform it?


57	Constant contact with others
29	Contact with others most of the time
11	Contact with others about half the time

Importance of Being Exact or Accurate — How important is being very exact or highly accurate in performing this job?


41	Extremely important
48	Very important
11	Important

Face-to-Face Discussions — How often do you have to have face-to-face discussions with individuals or teams in this job?


63	Every day
15	Once a week or more but not every day
15	Once a year or more but not every month

Frequency of Decision Making — How frequently is the worker required to make decisions that affect other people, the financial resources, and/or the image and reputation of the organization?


57	Every day
21	Once a week or more but not every day
14	Once a month or more but not every week

Impact of Decisions on Co-workers or Company Results — What results do your decisions usually have on other people or the image or reputation or financial resources of your employer?


39	Very important results
43	Important results
11	Moderate results

Level of Competition — To what extent does this job require the worker to compete or to be aware of competitive pressures?


30	Extremely competitive
56	Highly competitive
11	Moderately competitive

Deal With External Customers — How important is it to work with external customers or the public in this job?


39	Extremely important
32	Very important
18	Important
11	Fairly important

Duration of Typical Work Week — Number of hours typically worked in one week.


50	More than 40 hours
46	40 hours

Time Pressure — How often does this job require the worker to meet strict deadlines?


33	Every day
33	Once a week or more but not every day
26	Once a month or more but not every week

Structured versus Unstructured Work — To what extent is this job structured for the worker, rather than allowing the worker to determine tasks, priorities, and goals?


22	A lot of freedom
59	Some freedom
15	Very little freedom

Freedom to Make Decisions — How much decision making freedom, without supervision, does the job offer?


25	A lot of freedom
46	Some freedom
18	Limited freedom

Letters and Memos — How often does the job require written letters and memos?


26	Every day
44	Once a week or more but not every day
15	Once a month or more but not every week
15	Once a year or more but not every month

Work With Work Group or Team — How important is it to work with others in a group or team in this job?


21	Extremely important
43	Very important
21	Important
14	Fairly important

Importance of Repeating Same Tasks — How important is repeating the same physical activities (e.g., key entry) or mental activities (e.g., checking entries in a ledger) over and over, without stopping, to performing this job?


19	Extremely important
22	Very important
33	Important
19	Fairly important

Coordinate or Lead Others — How important is it to coordinate or lead others in accomplishing work activities in this job?


11	Extremely important
32	Very important
32	Important
21	Fairly important

Responsibility for Outcomes and Results — How responsible is the worker for work outcomes and results of other workers?


21	Very high responsibility
14	High responsibility
36	Moderate responsibility
25	Limited responsibility

Consequence of Error — How serious would the result usually be if the worker made a mistake that was not readily correctable?


14	Extremely serious
29	Very serious
25	Serious
21	Fairly serious
11	Not serious at all

Degree of Automation — How automated is the job?


30	Highly automated
37	Moderately automated
26	Slightly automated

Frequency of Conflict Situations — How often are there conflict situations the employee has to face in this job?


11	Once a week or more but not every day
39	Once a month or more but not every week
46	Once a year or more but not every month

Physical Proximity — To what extent does this job require the worker to perform job tasks in close physical proximity to other people?


11	Moderately close (at arm's length)
18	Slightly close (e.g., shared office)
64	I work with others but not closely (e.g., private office)

Public Speaking — How often do you have to perform public speaking in this job?


11	Once a week or more but not every day
21	Once a month or more but not every week
64	Once a year or more but not every month

Spend Time Making Repetitive Motions — How much does this job require making repetitive motions?


11	Continually or almost continually
14	More than half the time
14	About half the time
25	Less than half the time
36	Never

Spend Time Using Your Hands to Handle, Control, or Feel Objects, Tools, or Controls — How much does this job require using your hands to handle, control, or feel objects, tools or controls?


11	Continually or almost continually
15	More than half the time
15	About half the time
19	Less than half the time
41	Never

Deal With Unpleasant or Angry People — How frequently does the worker have to deal with unpleasant, angry, or discourteous individuals as part of the job requirements?


25	Once a month or more but not every week
64	Once a year or more but not every month

Responsible for Others' Health and Safety — How much responsibility is there for the health and safety of others in this job?


18	Moderate responsibility
61	Limited responsibility
18	No responsibility

Spend Time Standing — How much does this job require standing?


82	Less than half the time
18	Never

In an Enclosed Vehicle or Equipment — How often does this job require working in a closed vehicle or equipment (e.g., car)?


18	Once a year or more but not every month
64	Never

Spend Time Walking and Running — How much does this job require walking and running?


43	Less than half the time
57	Never

Work Schedules — How regular are the work schedules for this job?


19	Irregular (changes with weather conditions, production demands, or contract duration)
81	Regular (established routine, set schedule)

Sounds, Noise Levels Are Distracting or Uncomfortable — How often does this job require working exposed to sounds and noise levels that are distracting or uncomfortable?


25	Once a year or more but not every month
71	Never

Deal With Physically Aggressive People — How frequently does this job require the worker to deal with physical aggression of violent individuals?


11	Once a year or more but not every month
89	Never

Outdoors, Exposed to Weather — How often does this job require working outdoors, exposed to all weather conditions?


93	Never

Spend Time Bending or Twisting the Body — How much does this job require bending or twisting your body?


11	Less than half the time
89	Never

Exposed to Disease or Infections — How often does this job require exposure to disease/infections?


93	Never

Indoors, Not Environmentally Controlled — How often does this job require working indoors in non-controlled environmental conditions (e.g., warehouse without heat)?


93	Never

Outdoors, Under Cover — How often does this job require working outdoors, under cover (e.g., structure with roof but no walls)?


93	Never

Pace Determined by Speed of Equipment — How important is it to this job that the pace is determined by the speed of equipment or machinery? (This does not refer to keeping busy at all times on this job.)


93	Not important at all

Spend Time Keeping or Regaining Balance — How much does this job require keeping or regaining your balance?


93	Never

Spend Time Kneeling, Crouching, Stooping, or Crawling — How much does this job require kneeling, crouching, stooping or crawling?


93	Never

Exposed to Minor Burns, Cuts, Bites, or Stings — How often does this job require exposure to minor burns, cuts, bites, or stings?


96	Never

In an Open Vehicle or Equipment — How often does this job require working in an open vehicle or equipment (e.g., tractor)?


96	Never

Very Hot or Cold Temperatures — How often does this job require working in very hot (above 90 F degrees) or very cold (below 32 F degrees) temperatures?


96	Never

Cramped Work Space, Awkward Positions — How often does this job require working in cramped work spaces that requires getting into awkward positions?


100	Never

Exposed to Contaminants — How often does this job require working exposed to contaminants (such as pollutants, gases, dust or odors)?


100	Never

Exposed to Hazardous Conditions — How often does this job require exposure to hazardous conditions?


100	Never

Exposed to Hazardous Equipment — How often does this job require exposure to hazardous equipment?


100	Never

Exposed to High Places — How often does this job require exposure to high places?


100	Never

Exposed to Radiation — How often does this job require exposure to radiation?


100	Never

Exposed to Whole Body Vibration — How often does this job require exposure to whole body vibration (e.g., operate a jackhammer)?


100	Never

Extremely Bright or Inadequate Lighting — How often does this job require working in extremely bright or inadequate lighting conditions?


100	Never

Spend Time Climbing Ladders, Scaffolds, or Poles — How much does this job require climbing ladders, scaffolds, or poles?


100	Never

Wear Common Protective or Safety Equipment such as Safety Shoes, Glasses, Gloves, Hearing Protection, Hard Hats, or Life Jackets — How much does this job require wearing common protective or safety equipment such as safety shoes, glasses, gloves, hard hats or life jackets?


100	Never

Wear Specialized Protective or Safety Equipment such as Breathing Apparatus, Safety Harness, Full Protection Suits, or Radiation Protection — How much does this job require wearing specialized protective or safety equipment such as breathing apparatus, safety harness, full protection suits, or radiation protection?


100	Never

Job Zone Save Table (XLS/CSV)

Title	Job Zone Four: Considerable Preparation Needed
Education	Most of these occupations require a four-year bachelor's degree, but some do not.
Related Experience	A considerable amount of work-related skill, knowledge, or experience is needed for these occupations. For example, an accountant must complete four years of college and work for several years in accounting to be considered qualified.
Job Training	Employees in these occupations usually need several years of work-related experience, on-the-job training, and/or vocational training.
Job Zone Examples	Many of these occupations involve coordinating, supervising, managing, or training others. Examples include accountants, sales managers, database administrators, graphic designers, chemists, art directors, and cost estimators.
SVP Range	(7.0 to < 8.0)

Education

Percentage of Respondents	Education Level Required
57	Bachelor's degree
21	Post-baccalaureate certificate
11	Professional degree

Credentials

Interests Save Table (XLS/CSV)

Occupational Interest		Interest
95		Enterprising — Enterprising occupations frequently involve starting up and carrying out projects. These occupations can involve leading people and making many decisions. Sometimes they require risk taking and often deal with business.
78		Conventional — Conventional occupations frequently involve following set procedures and routines. These occupations can include working with data and details more than with ideas. Usually there is a clear line of authority to follow.
45		Social — Social occupations frequently involve working with, communicating with, and teaching people. These occupations often involve helping or providing service to others.
33		Investigative — Investigative occupations frequently involve working with ideas, and require an extensive amount of thinking. These occupations can involve searching for facts and figuring out problems mentally.
6		Artistic — Artistic occupations frequently involve working with forms, designs and patterns. They often require self-expression and the work can be done without following a clear set of rules.
0		Realistic — Realistic occupations frequently involve work activities that include practical, hands-on problems and solutions. They often deal with plants, animals, and real-world materials like wood, tools, and machinery. Many of the occupations require working outside, and do not involve a lot of paperwork or working closely with others.

Work Styles Save Table (XLS/CSV)

Importance		Work Style
97		Integrity — Job requires being honest and ethical.
89		Dependability — Job requires being reliable, responsible, and dependable, and fulfilling obligations.
86		Attention to Detail — Job requires being careful about detail and thorough in completing work tasks.
85		Concern for Others — Job requires being sensitive to others' needs and feelings and being understanding and helpful on the job.
84		Persistence — Job requires persistence in the face of obstacles.
83		Analytical Thinking — Job requires analyzing information and using logic to address work-related issues and problems.
80		Achievement/Effort — Job requires establishing and maintaining personally challenging achievement goals and exerting effort toward mastering tasks.
80		Initiative — Job requires a willingness to take on responsibilities and challenges.
80		Self Control — Job requires maintaining composure, keeping emotions in check, controlling anger, and avoiding aggressive behavior, even in very difficult situations.
77		Stress Tolerance — Job requires accepting criticism and dealing calmly and effectively with high stress situations.
75		Cooperation — Job requires being pleasant with others on the job and displaying a good-natured, cooperative attitude.
75		Leadership — Job requires a willingness to lead, take charge, and offer opinions and direction.
72		Adaptability/Flexibility — Job requires being open to change (positive or negative) and to considerable variety in the workplace.
69		Independence — Job requires developing one's own ways of doing things, guiding oneself with little or no supervision, and depending on oneself to get things done.
64		Social Orientation — Job requires preferring to work with others rather than alone, and being personally connected with others on the job.
54		Innovation — Job requires creativity and alternative thinking to develop new ideas for and answers to work-related problems.

Work Values Save Table (XLS/CSV)

Extent		Work Value
72		Independence — Occupations that satisfy this work value allow employees to work on their own and make decisions. Corresponding needs are Creativity, Responsibility and Autonomy.
67		Achievement — Occupations that satisfy this work value are results oriented and allow employees to use their strongest abilities, giving them a feeling of accomplishment. Corresponding needs are Ability Utilization and Achievement.
61		Recognition — Occupations that satisfy this work value offer advancement, potential for leadership, and are often considered prestigious. Corresponding needs are Advancement, Authority, Recognition and Social Status.
61		Working Conditions — Occupations that satisfy this work value offer job security and good working conditions. Corresponding needs are Activity, Compensation, Independence, Security, Variety and Working Conditions.
56		Relationships — Occupations that satisfy this work value allow employees to provide service to others and work with co-workers in a friendly non-competitive environment. Corresponding needs are Co-workers, Moral Values and Social Service.
45		Support — Occupations that satisfy this work value offer supportive management that stands behind employees. Corresponding needs are Company Policies, Supervision: Human Relations and Supervision: Technical.

Related Occupations Save Table (XLS/CSV)

11-3031.02	Financial Managers, Branch or Department
13-1141.00	Compensation, Benefits, and Job Analysis Specialists
13-1161.00	Market Research Analysts and Marketing Specialists
13-2031.00	Budget Analysts
13-2041.00	Credit Analysts
13-2051.00	Financial Analysts Green
13-2072.00	Loan Officers
41-3021.00	Insurance Sales Agents Bright Outlook
41-3031.01	Sales Agents, Securities and Commodities
41-3031.02	Sales Agents, Financial Services

Wages & Employment Trends

Median wages (2016)	$43.53 hourly, $90,530 annual
State wages

Employment (2014)	249,000 employees
Projected growth (2014-2024)	Much faster than average (14% or higher)
Projected job openings (2014-2024)	136,400
State trends

Top industries (2014)	Finance and Insurance (73% employed in this sector) Self-Employed (20%) (see all industries)

Source: Bureau of Labor Statistics 2016 wage data and 2014-2024 employment projections . "Projected growth" represents the estimated change in total employment over the projections period (2014-2024). "Projected job openings" represent openings due to growth and replacement.

Job Openings on the Web

Sources of Additional Information

Disclaimer: Sources are listed to provide additional information on related jobs, specialties, and/or industries. Links to non-DOL Internet sites are provided for your convenience and do not constitute an endorsement.

Personal financial advisors . Bureau of Labor Statistics, U.S. Department of Labor. Occupational Outlook Handbook, 2016-17 Edition.

Details Report for: 13-2052.00 - Personal Financial Advisors