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
19
Alternate Occupation Titles
Finance
Consultant
Financial
Advisor
Financial
Agent
Financial
Consultant
Financial
Coordinator
Financial
Counselor
Financial
Investment Adviser
Financial
Investment Advisor
Financial
Life Planner
Financial
Planner
Financial
Relationship Consultant
Financial
Retirement Plan Specialist
Financial
Solutions Advisor
Certified
Financial
Planner
Chartered
Financial
Analyst
Patient
Financial
Counselor
Personal
Banker
Personal
Financial
Advisor
Personal
Financial
Planner
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.
16
Tasks
Analyze
financial
information obtained from clients to determine strategies for meeting clients'
financial
objectives.
Answer clients' questions about the purposes and details of
financial
plans and strategies.
Conduct seminars or workshops on
financial
planning topics, such as retirement planning, estate planning, or the evaluation of severance packages.
Contact clients periodically to determine any changes in their
financial
status.
Explain to clients the personal
financial
advisor's responsibilities and the types of services to be provided.
Guide clients in the gathering of information, such as
bank
account records, income tax returns, life and disability insurance records, pension plans, or wills.
Implement
financial
planning recommendations, or refer clients to someone who can assist them with plan implementation.
Inform clients about tax benefits, government rebates, or other
financial
benefits of alternative-fuel vehicle purchases or energy-efficient home construction, improvements, or remodeling.
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.
Investigate available investment opportunities to determine compatibility with client
financial
plans.
Meet with clients' other advisors, such as attorneys, accountants, trust officers, or investment
bankers
, to fully understand clients'
financial
goals and circumstances.
Monitor
financial
market trends to ensure that client plans are responsive.
Prepare or interpret for clients information, such as investment performance reports,
financial
document summaries, or income projections.
Recommend
financial
products, such as stocks, bonds, mutual funds, or insurance.
Recommend to clients strategies in cash management, insurance coverage, investment planning, or other areas to help them achieve their
financial
goals.
Review clients' accounts and plans regularly to determine whether life changes,
economic
changes, environmental concerns, or
financial
performance indicate a need for plan reassessment.
8
Detailed Work Activities
Advise others on
financial
matters.
Assess
financial
status of clients.
Confer with others about
financial
matters.
Educate clients on
financial
planning topics.
Implement
financial
decisions.
Interpret
financial
information for others.
Interview clients to gather
financial
information.
Prepare
financial
documents, reports, or budgets.
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 August 9, 2024
Loading...
Loading...