Related occupations for task:
Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.
13-2071.00 |
Credit Counselors
Bright Outlook
- Assess clients' overall financial situations 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.
|
13-2072.00 |
Loan Officers
- Analyze applicants' financial status, credit, and property evaluations to determine feasibility of granting loans.
- Match individuals' needs and eligibility with available financial aid programs to provide informed recommendations.
|
13-2051.00 |
Financial and Investment Analysts
- 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.
|
13-2041.00 |
Credit Analysts
- Evaluate customer records and recommend payment plans, based on earnings, savings data, payment history, and purchase activity.
|
See all 7 related occupations >>