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How do they match:
Personal Financial Advisors
5
Tasks
Inform
clients about tax benefits, government rebates, or other financial benefits of alternative-fuel vehicle purchases or energy-efficient home construction, improvements, or remodeling.
Analyze financial
information
obtained from clients to determine strategies for meeting clients' financial objectives.
Guide clients in the gathering of
information
, such as bank account records, income tax returns, life and disability insurance records, pension plans, or wills.
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.
Prepare or interpret for clients
information
, such as investment performance reports, financial document summaries, or income projections.
2
Detailed Work Activities
Interpret financial
information
for others.
Interview clients to gather financial
information.
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Bright Outlook
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Job Zone
STEM
All Occupations
Advanced Searches
Job Duties
Professional Associations
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
ESCO
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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How do they match: 13-2052.00 - Personal Financial Advisors
by
U.S. Department of Labor, Employment and Training Administration
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