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8 occupations have tasks related to the 1 task from your current occupation, Personal Financial Advisors.

  • Meet with clients' other advisors, such as attorneys, accountants, trust officers, or investment bankers, to fully understand clients' financial goals and circumstances.
13-2061.00 Financial Examiners   Bright Outlook Bright Outlook  
  • Direct and participate in formal and informal meetings with bank directors, trustees, senior management, counsels, outside accountants, and consultants to gather information and discuss findings.
  • Confer with officials of real estate, securities, or financial institution industries to exchange views and discuss issues or pending cases.
13-2041.00 Credit Analysts
  • Confer with credit association and other business representatives to exchange credit information.
13-1051.00 Cost Estimators
  • Confer with engineers, architects, owners, contractors, and subcontractors on changes and adjustments to cost estimates.
13-1121.00 Meeting, Convention, and Event Planners Bright Outlook
  • Meet with sponsors and organizing committees to plan scope and format of events, to establish and monitor budgets, or to review administrative procedures and event progress.
13-2051.00 Financial and Investment Analysts Bright Outlook
  • Collaborate on projects with other professionals, such as lawyers, accountants, or public relations experts.
13-1031.00 Claims Adjusters, Examiners, and Investigators
  • Communicate with reinsurance brokers to obtain information necessary for processing claims.
13-2054.00 Financial Risk Specialists Bright Outlook
  • Confer with traders to identify and communicate risks associated with specific trading strategies or positions.
13-2072.00 Loan Officers
  • Confer with underwriters to resolve mortgage application problems.