> المستشارون الماليون الشخصيون

// مهن الأعمال والعمليات المالية · المهارات والكفاءات الوظيفية · SOC 13-2052

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//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
//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

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