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Related Occupations for Task
13-2052.00 - Personal Financial Advisors

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 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 Bright Outlook
  • 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.

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