Related Occupations for Task
13-2052.00 - Personal Financial Advisors

Explain to clients the personal financial advisor's responsibilities and the types of services to be provided.

13-2071.00	Credit Counselors Bright Outlook 3 closely related tasks 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, management of personal finances, or financial literacy.
13-2072.00	Loan Officers 1 closely related task Inform individuals and groups about the financial assistance available to college or university students.
13-2054.00	Financial Risk Specialists 1 closely related task Meet with clients to answer queries on subjects such as risk exposure, market scenarios, or values-at-risk calculations.