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Related Occupations for Task
13-2054.00 - Financial Risk Specialists

Related occupations for task:

Meet with clients to answer queries on subjects such as risk exposure, market scenarios, or values-at-risk calculations.

13-2052.00 Personal Financial Advisors
  • Contact clients periodically to determine any changes in their financial status.
  • Explain to clients the personal financial advisor's responsibilities and the types of services to be provided.
  • Inform clients about tax benefits, government rebates, or other financial benefits of alternative fuel vehicle purchases or energy efficient home construction, improvements, or remodeling.
  • Conduct seminars or workshops on financial planning topics, such as retirement planning, estate planning, or the evaluation of severance packages.
13-2071.00 Credit Counselors
  • 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
  • Inform individuals and groups about the financial assistance available to college or university students.