Persönliche Finanzberater

Wirtschafts- und Finanzberufe · Berufliche Fähigkeiten & Kompetenzen · SOC 13-2052

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▶3 typische Aufgaben aus O*NET

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