Related occupations for task:
Recommend financial products, such as stocks, bonds, mutual funds, or insurance.
- Recommend investments and investment timing to companies, investment firm staff, or the public.
- Research and recommend environmentally-related financial products, such as energy futures, water rights, carbon credits, government environmental funds, and cleantech industry funds and company stocks.
- Recommend strategies for clients to meet their financial goals, such as borrowing money through loans or loan programs, declaring bankruptcy, making budget adjustments, or enrolling in debt management plans.
||Agents and Business Managers of Artists, Performers, and Athletes
- Advise clients on financial and legal matters such as investments and taxes.
- Provide special services such as investment banking for clients with more specialized needs.