Personal Financial Advisors
Business and Financial Operations Occupations · Job Skills & Competencies · SOC 13-2052 · 961 skills
Occupation context
These O*NET tasks describe the occupation. They provide context for this SOC mapping, but do not mean every listed Skill performs every task.
- 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.
O*NET task statements are shown in their source language (English). Task data excerpted from the O*NET® 29.1 Database (USDOL/ETA) and used under CC BY 4.0.
Representative sources
A bounded sample of popular skills mapped to this occupation, with at most one Skill from each GitHub repository. The complete mapped list follows.
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