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Related Occupations for Task
13-2052.00 - Personal Financial Advisors

Related occupations for task:

Manage client portfolios, keeping client plans up-to-date.

13-1011.00 Agents and Business Managers of Artists, Performers, and Athletes   Bright Outlook Bright Outlook  
  • Manage business and financial affairs for clients, such as arranging travel and lodging, selling tickets, and directing marketing and advertising activities.
13-2022.00 Appraisers of Personal and Business Property
  • Recommend loan amounts based on the value of property being used as collateral.
13-2061.00 Financial Examiners Bright Outlook
  • Resolve problems concerning the overall financial integrity of banking institutions including loan investment portfolios, capital, earnings, and specific or large troubled accounts.
13-1031.00 Claims Adjusters, Examiners, and Investigators
  • Adjust reserves or provide reserve recommendations to ensure that reserve activities are consistent with corporate policies.