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Personal Financial Advisors

Business and Financial Operations Occupations · Job Skills & Competencies · SOC 13-2052 · 1,074 skills

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▶3 typical tasks from 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