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

  • Review clients' accounts and plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment.
13-2011.02 Auditors   Bright Outlook Bright Outlook  
  • Evaluate taxpayer finances to determine tax liability, using knowledge of interest and discount rates, annuities, valuation of stocks and bonds, and amortization valuation of depletable assets.
  • Examine records, tax returns, and related documents pertaining to settlement of decedent's estate.
13-2071.00 Credit Counselors Bright Outlook
  • Assess clients' overall financial situation by reviewing income, assets, debts, expenses, credit reports, or other financial information.
  • Review changes to financial, family, or employment situations to determine whether changes to existing debt management plans, spending plans, or budgets are needed.
13-2099.03 Investment Underwriters Bright Outlook   Green Occupation Green
  • Evaluate capital needs of clients and assess market conditions to inform structuring of financial packages.
13-2053.00 Insurance Underwriters
  • Examine documents to determine degree of risk from factors such as applicant health, financial standing and value, and condition of property.
13-2041.00 Credit Analysts
  • Evaluate customer records and recommend payment plans, based on earnings, savings data, payment history, and purchase activity.
13-2072.00 Loan Officers Bright Outlook
  • Analyze applicants' financial status, credit, and property evaluations to determine feasibility of granting loans.
13-2081.00 Tax Examiners and Collectors, and Revenue Agents
  • Examine and analyze tax assets and liabilities to determine resolution of delinquent tax problems.
13-2071.01 Loan Counselors Bright Outlook
  • Analyze applicants' financial status, credit, and property evaluations to determine feasibility of granting loans.