Occupation keyword search
Type a title or code for matches
No quick matches found
Search for keyword results
Go
Type a title or code for matches
No quick matches found
Search for keyword results
Go
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
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
Share
Facebook
X
LinkedIn
Reddit
Email
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
How do they match:
Personal Financial Advisors
1
O*NET-SOC Title
Personal Financial
Advisors
16
Alternate Occupation Titles
Client
Advisor
Financial
Advisor
Financial Investment
Adviser
Financial Investment
Advisor
Financial Solutions
Advisor
Individual Pension
Adviser
Insurance
Advisor
Investment
Advisor
Pension
Advisor
Personal Financial
Advisor
Personal Investment
Advisor
Private Client
Advisor
SRI
Advisor
Socially Responsible Investment
Advisor
Wealth
Advisor
Wealth Management
Advisor
1
O*NET-SOC Description
Advise
clients on financial plans using knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate. Duties include assessing clients' assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives. May also buy and sell financial assets for clients.
2
Tasks
Explain to clients the personal financial
advisor
's responsibilities and the types of services to be provided.
Meet with clients' other
advisors
, such as attorneys, accountants, trust officers, or investment bankers, to fully understand clients' financial goals and circumstances.
1
Detailed Work Activity
Advise
others on financial matters.
Type a title or code for matches
No quick matches found
Search for keyword results
Go
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
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
Was this page helpful?
Yes, it was helpful
No, it was not helpful
Job Seeker Help
•
Contact Us
Share:
Facebook
X
LinkedIn
Reddit
Email
Link to Us
•
Cite this Page
Creative Commons CC-BY
License
How do they match: 13-2052.00 - Personal Financial Advisors
by
U.S. Department of Labor, Employment and Training Administration
is licensed under a
Creative Commons Attribution 4.0 International License
.
Follow us:
About this Site
•
Privacy
•
Disclaimer
Site updated May 21, 2024
Loading...
Loading...