Related Occupations for Task
13-2071.00 - Credit Counselors
Related occupations for task:
Interview clients by telephone or in person to gather financial information.
- Interview clients to obtain additional information on taxable income and deductible expenses and allowances.
||Personal Financial Advisors
- 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.
- Meet with applicants to obtain information for loan applications and to answer questions about the process.