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Related Occupations for Task
13-2052.00 - Personal Financial Advisors

Related occupations for task:

Prepare or interpret for clients information, such as investment performance reports, financial document summaries, or income projections.

13-2011.00 Accountants and Auditors   Bright Outlook Bright Outlook  
  • Prepare detailed reports on audit findings.
  • Compute taxes owed and prepare tax returns, ensuring compliance with payment, reporting, or other tax requirements.
  • Prepare, analyze, or verify annual reports, financial statements, and other records, using accepted accounting and statistical procedures to assess financial condition and facilitate financial planning.
11-3061.00 Purchasing Managers
  • Develop cost reduction strategies and savings plans.
  • Prepare bid awards requiring board approval.
  • Prepare reports regarding market conditions and merchandise costs.
41-3031.00 Securities, Commodities, and Financial Services Sales Agents
  • Report all positions or trading results.
  • Prepare financial reports to monitor client or corporate finances.
13-2023.00 Appraisers and Assessors of Real Estate
  • Prepare written reports that estimate property values, outline methods by which the estimations were made, and meet appraisal standards.
  • Explain assessed values to property owners and defend appealed assessments at public hearings.
13-2072.00 Loan Officers
  • Explain to customers the different types of loans and credit options that are available, as well as the terms of those services.
  • Prepare reports to send to customers whose accounts are delinquent, and forward irreconcilable accounts for collector action.

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