원클릭으로 Manus에서 모든 스킬 실행

개인 재무 상담사

비즈니스 및 금융 운영직 · 직무 역량 및 필수 스킬 · SOC 13-2052

정렬 기준

▶O*NET의 대표 작업 3개

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