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

Related occupations for task:

Contact clients periodically to determine any changes in their financial status.

13-2071.00 Credit Counselors   Bright Outlook Bright Outlook  
  • Explain general financial topics to clients, such as credit report ratings, bankruptcy laws, consumer protection laws, wage attachments, or collection actions.
  • Recommend educational materials or resources to clients on matters such as financial planning, budgeting, or credit.
  • Teach courses or seminars on topics such as budgeting, managing personal finances, or financial literacy.
13-2071.01 Loan Counselors Bright Outlook
  • Advise students on available financial-aid awards.
  • Inform individuals and groups about the financial assistance available to college or university students.
  • Provide entrance or exit loan counseling to students.
13-2099.02 Risk Management Specialists Bright Outlook   Green Occupation Green
  • Meet with clients to answer queries on subjects such as risk exposure, market scenarios, or values-at-risk calculations.