Related Occupations for Task
13-2052.00 - Personal Financial Advisors

Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.

13-2011.02	Auditors Bright Outlook 2 closely related tasks 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.
13-2071.00	Credit Counselors 2 closely related tasks 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.
13-2099.03	Investment Underwriters Green 1 closely related task Evaluate capital needs of clients and assess market conditions to inform structuring of financial packages.
13-2053.00	Insurance Underwriters 1 closely related task 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 1 closely related task Evaluate customer records and recommend payment plans, based on earnings, savings data, payment history, and purchase activity.