Related Occupations for Task
13-2072.00 - Loan Officers

Work with clients to identify their financial goals and to find ways of reaching those goals.

13-2071.00	Credit Counselors 4 closely related tasks Create debt management plans, spending plans, or budgets to assist clients to meet financial goals. Prioritize client debt repayment to avoid dire consequences, such as bankruptcy or foreclosure or to reduce overall costs, such as by paying high-interest or short-term loans first. Create action plans to assist clients in obtaining permanent housing via rent or mortgage programs. Conduct research to help clients avoid repossessions or foreclosures or remove levies or wage garnishments.
13-2082.00	Tax Preparers 1 closely related task Answer questions and provide future tax planning to clients.
13-2081.00	Tax Examiners and Collectors, and Revenue Agents 1 closely related task Determine appropriate methods of debt settlement, such as offers of compromise, wage garnishment, or seizure and sale of property.