Related Occupations for Task
13-2052.00 - Personal Financial Advisors

Related occupations for task:

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.

13-2082.00	Tax Preparers 1 closely related task Interview clients to obtain additional information on taxable income and deductible expenses and allowances.
13-2071.00	Credit Counselors   Bright Outlook   1 closely related task Interview clients by telephone or in person to gather financial information.
13-2072.00	Loan Officers 1 closely related task Meet with applicants to obtain information for loan applications and to answer questions about the process.