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7 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.
13-2071.00 Credit Counselors   Bright Outlook Bright Outlook  
  • Assess clients' overall financial situations 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.
13-2072.00 Loan Officers
  • Analyze applicants' financial status, credit, and property evaluations to determine feasibility of granting loans.
  • Match individuals' needs and eligibility with available financial aid programs to provide informed recommendations.
13-2051.00 Financial and Investment Analysts Bright Outlook
  • 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.
13-2081.00 Tax Examiners and Collectors, and Revenue Agents
  • Examine and analyze tax assets and liabilities to determine resolution of delinquent tax problems.
13-2011.00 Accountants and Auditors 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.