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Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.
| 13-2011.02 |
Auditors 
Bright Outlook
- Evaluate taxpayer finances to determine tax liability, using knowledge of interest and discount rates, annuities, valuation of stocks and bonds, and amortization valuation of depletable assets.
- Examine records, tax returns, and related documents pertaining to settlement of decedent's estate.
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| 13-2071.00 |
Credit Counselors
- Assess clients' overall financial situation by reviewing income, assets, debts, expenses, credit reports, or other financial information.
- Review changes to financial, family, or employment situations to determine whether changes to existing debt management plans, spending plans, or budgets are needed.
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| 13-2099.03 |
Investment Underwriters
Green
- Evaluate capital needs of clients and assess market conditions to inform structuring of financial packages.
|
| 13-2053.00 |
Insurance Underwriters
- Examine documents to determine degree of risk from factors such as applicant health, financial standing and value, and condition of property.
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| 13-2041.00 |
Credit Analysts
- Evaluate customer records and recommend payment plans, based on earnings, savings data, payment history, and purchase activity.
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