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Job Duties Custom List 13-2052.00 — Personal Financial Advisors

Review the tasks below. Check the tasks you want to add to your job duties list. Then click Go to find occupations with related tasks.

Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan.

Recommend to clients strategies in cash management, insurance coverage, investment planning, or other areas to help them achieve their financial goals.

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

Implement financial planning recommendations or refer clients to someone who can assist them with plan implementation.

Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.

Answer clients' questions about the purposes and details of financial plans and strategies.

Review clients' accounts and plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment.

Contact clients periodically to determine any changes in their financial status.

Investigate available investment opportunities to determine compatibility with client financial plans.

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

Recommend financial products, such as stocks, bonds, mutual funds, or insurance.

Prepare or interpret for clients information, such as investment performance reports, financial document summaries, or income projections.

Monitor financial market trends to ensure that client plans are responsive.

Guide clients in the gathering of information, such as bank account records, income tax returns, life and disability insurance records, pension plans, or wills.

Recruit and maintain client bases.

Meet with clients' other advisors, such as attorneys, accountants, trust officers, or investment bankers, to fully understand clients' financial goals and circumstances.

Devise debt liquidation plans that include payoff priorities and timelines.

Open accounts for clients and disburse funds from accounts to creditors as agent for clients.

Recommend environmentally responsible investments, such as cleantech, alternative energy, or conservation technologies, companies, or funds.

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.

Please select at least one task.

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Help
OnLine Help About O*NET OnLine Desk Aid Job Seeker Help Job Accommodations Related Sites Home
Find Occupations
Bright Outlook Career Cluster Hot Technology Industry Job Family Job Zone STEM All Occupations
Advanced Searches
Job Duties Related Activities Soft Skills Technology Skills
O*NET Data
Abilities Interests Knowledge Skills (Basic) Skills (Cross-Functional) Work Activities Work Context Work Styles Work Values
Crosswalks
Military Education Occupation Handbook SOC DOT RAPIDS

Sites
My Next Move Mi Próximo Paso My Next Move for Veterans Resource Center O*NET Web Services Code Connector

Partner sites
Data Collection Program U.S. Department of Labor Related Sites

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Job Duties Custom List by U.S. Department of Labor, Employment and Training Administration is licensed under a Creative Commons Attribution 4.0 International License.

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Site updated April 19, 2022