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Related Occupations for Task
13-2052.00 - Personal Financial Advisors Bright Outlook   Green Occupation Green

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