Personal Financial Advisors

Business and Financial Operations Occupations · Job Skills & Competencies · SOC 13-2052

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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

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