- Description
- Work Activities
- Abilities
- Interests
- Knowledge
- Wages
- Skills
- Work Values
- Work Styles
- Related Degrees
- Work Context
- Task Ratings
- Education
Job Description: Advise clients on financial plans using knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate. Duties include assessing clients' assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives.
Personal Financial Advisors spend a lot of their time Processing Information. They are naturally good at Oral Expression, Number Facility, Deductive Reasoning, and Oral Comprehension. Personal Financial Advisors are typically characterized as being Enterprising and Conventional. They are usually very knowledgable about Customer and Personal Service, Mathematics, and Economics and Accounting and are skilled at Reading Comprehension and Speaking.
Work Activities
Processing Information
Establishing and Maintaining Interpersonal Relationships
Getting Information
Judging the Qualities of Things, Services, or People
Communicating with Persons Outside Organization
Analyzing Data or Information
Making Decisions and Solving Problems
Identifying Objects, Actions, and Events
Evaluating Information to Determine Compliance with Standards
Updating and Using Relevant Knowledge
Selling or Influencing Others
Developing Objectives and Strategies
Organizing, Planning, and Prioritizing Work
Interpreting the Meaning of Information for Others
Thinking Creatively
Documenting/Recording Information
Resolving Conflicts and Negotiating with Others
Performing Administrative Activities
Scheduling Work and Activities
Provide Consultation and Advice to Others
Interacting With Computers
Monitoring and Controlling Resources
Performing for or Working Directly with the Public
Communicating with Supervisors, Peers, or Subordinates
Monitor Processes, Materials, or Surroundings
Training and Teaching Others
Estimating the Quantifiable Characteristics of Products, Events, or Information
Coordinating the Work and Activities of Others
Coaching and Developing Others
Assisting and Caring for Others
Developing and Building Teams
Handling and Moving Objects
Performing General Physical Activities
Guiding, Directing, and Motivating Subordinates
Staffing Organizational Units
Inspecting Equipment, Structures, or Material
Drafting, Laying Out, and Specifying Technical Devices, Parts, and Equipment
Controlling Machines and Processes
Abilities
Oral Expression
Number Facility
Deductive Reasoning
Oral Comprehension
Written Expression
Written Comprehension
Problem Sensitivity
Near Vision
Inductive Reasoning
Speech Recognition
Mathematical Reasoning
Information Ordering
Speech Clarity
Category Flexibility
Fluency of Ideas
Originality
Selective Attention
Time Sharing
Perceptual Speed
Flexibility of Closure
Speed of Closure
Far Vision
Visualization
Finger Dexterity
Memorization
Hearing Sensitivity
Auditory Attention
Visual Color Discrimination
Trunk Strength
Wrist-Finger Speed
Depth Perception
Interests
Enterprising
Conventional
Social
Investigative
Artistic
Realistic
Knowledge
Customer and Personal Service
Mathematics
Economics and Accounting
Sales and Marketing
Computers and Electronics
English Language
Law and Government
Administration and Management
Clerical
Education and Training
Psychology
Communications and Media
Personnel and Human Resources
Philosophy and Theology
History and Archeology
Public Safety and Security
Telecommunications
Sociology and Anthropology
Transportation
Wages
New York
$109,940
Connecticut
$96,040
Massachusetts
$85,570
Alabama
$78,210
New Jersey
$76,920
Tennessee
$75,790
Virginia
$74,700
Delaware
$74,520
Pennsylvania
$72,030
Maryland
$71,590
Illinois
$70,050
Arkansas
$69,750
Vermont
$67,000
Georgia
$65,440
Indiana
$64,710
Kansas
$63,410
Oklahoma
$62,430
Rhode Island
$61,780
Michigan
$59,920
California
$59,690
District of Columbia
$58,950
South Carolina
$58,840
South Dakota
$57,970
Texas
$57,160
Ohio
$56,550
North Carolina
$56,280
Hawaii
$55,090
Washington
$55,080
New Hampshire
$54,590
Maine
$54,500
Iowa
$53,780
Missouri
$53,090
Montana
$52,730
Wyoming
$52,700
Wisconsin
$52,550
Florida
$51,870
Utah
$50,350
Minnesota
$49,980
Kentucky
$48,650
Puerto Rico
$48,430
Alaska
$47,230
Nevada
$46,320
Idaho
$46,220
Louisiana
$45,710
Nebraska
$44,710
Arizona
$44,100
Colorado
$42,310
Oregon
$41,320
North Dakota
$38,950
New Mexico
$38,730
West Virginia
$35,600
Skills
Reading Comprehension
Speaking
Active Listening
Critical Thinking
Writing
Judgment and Decision Making
Service Orientation
Monitoring
Persuasion
Active Learning
Complex Problem Solving
Mathematics
Operations Analysis
Social Perceptiveness
Coordination
Systems Evaluation
Systems Analysis
Negotiation
Time Management
Instructing
Management of Financial Resources
Learning Strategies
Management of Personnel Resources
Science
Management of Material Resources
Programming
Operation Monitoring
Technology Design
Work Values
Independence
Achievement
Working Conditions
Recognition
Relationships
Support
Work Styles
Integrity
Attention to Detail
Persistence
Independence
Dependability
Initiative
Analytical Thinking
Achievement/Effort
Stress Tolerance
Self Control
Concern for Others
Cooperation
Adaptability/Flexibility
Leadership
Innovation
Social Orientation
Related University Degree Programs
Work Context
Telephone
Electronic Mail
Face-to-Face Discussions
Structured versus Unstructured Work
Freedom to Make Decisions
Importance of Being Exact or Accurate
Spend Time Sitting
Contact With Others
Frequency of Decision Making
Letters and Memos
Impact of Decisions on Co-workers or Company Results
Indoors, Environmentally Controlled
Level of Competition
Deal With External Customers
Work With Work Group or Team
Time Pressure
Coordinate or Lead Others
Consequence of Error
Importance of Repeating Same Tasks
Responsibility for Outcomes and Results
Frequency of Conflict Situations
Physical Proximity
Duration of Typical Work Week
Degree of Automation
Public Speaking
Deal With Unpleasant or Angry People
In an Enclosed Vehicle or Equipment
Spend Time Using Your Hands to Handle, Control, or Feel Objects, Tools, or Controls
Spend Time Standing
Sounds, Noise Levels Are Distracting or Uncomfortable
Responsible for Others' Health and Safety
Spend Time Making Repetitive Motions
Exposed to Contaminants
Spend Time Walking and Running
Extremely Bright or Inadequate Lighting
Work Schedules
Spend Time Bending or Twisting the Body
Deal With Physically Aggressive People
Spend Time Kneeling, Crouching, Stooping, or Crawling
Outdoors, Exposed to Weather
Exposed to Minor Burns, Cuts, Bites, or Stings
Very Hot or Cold Temperatures
Pace Determined by Speed of Equipment
Exposed to Hazardous Equipment
Outdoors, Under Cover
Cramped Work Space, Awkward Positions
Exposed to Disease or Infections
Wear Common Protective or Safety Equipment such as Safety Shoes, Glasses, Gloves, Hearing Protection, Hard Hats, or Life Jackets
Indoors, Not Environmentally Controlled
Spend Time Climbing Ladders, Scaffolds, or Poles
Exposed to Radiation
Exposed to Hazardous Conditions
In an Open Vehicle or Equipment
Spend Time Keeping or Regaining Balance
Wear Specialized Protective or Safety Equipment such as Breathing Apparatus, Safety Harness, Full Protection Suits, or Radiation Protection
Exposed to Whole Body Vibration
Exposed to High Places
-40 hours-
Duration of Typical Work Week
-A lot of freedom-
Structured versus Unstructured Work
Freedom to Make Decisions
-About half the time-
Spend Time Standing
Spend Time Making Repetitive Motions
Spend Time Sitting
Spend Time Using Your Hands to Handle, Control, or Feel Objects, Tools, or Controls
Spend Time Kneeling, Crouching, Stooping, or Crawling
Spend Time Climbing Ladders, Scaffolds, or Poles
Spend Time Bending or Twisting the Body
Spend Time Keeping or Regaining Balance
Spend Time Walking and Running
-Completely automated-
Degree of Automation
-Constant contact with others-
Contact With Others
-Contact with others about half the time-
Contact With Others
-Contact with others most of the time-
Contact With Others
-Continually or almost continually-
Spend Time Sitting
Spend Time Using Your Hands to Handle, Control, or Feel Objects, Tools, or Controls
Spend Time Making Repetitive Motions
Spend Time Keeping or Regaining Balance
Spend Time Walking and Running
Spend Time Standing
Spend Time Kneeling, Crouching, Stooping, or Crawling
Spend Time Climbing Ladders, Scaffolds, or Poles
Spend Time Bending or Twisting the Body
-Every day-
Telephone
Electronic Mail
Face-to-Face Discussions
Indoors, Environmentally Controlled
Frequency of Decision Making
Letters and Memos
Time Pressure
Exposed to Contaminants
Public Speaking
In an Enclosed Vehicle or Equipment
In an Open Vehicle or Equipment
Extremely Bright or Inadequate Lighting
Exposed to Disease or Infections
Frequency of Conflict Situations
Wear Specialized Protective or Safety Equipment such as Breathing Apparatus, Safety Harness, Full Protection Suits, or Radiation Protection
Outdoors, Exposed to Weather
Sounds, Noise Levels Are Distracting or Uncomfortable
Exposed to Whole Body Vibration
Exposed to Hazardous Equipment
Exposed to High Places
Deal With Unpleasant or Angry People
Outdoors, Under Cover
Very Hot or Cold Temperatures
Exposed to Radiation
Exposed to Minor Burns, Cuts, Bites, or Stings
Wear Common Protective or Safety Equipment such as Safety Shoes, Glasses, Gloves, Hearing Protection, Hard Hats, or Life Jackets
Indoors, Not Environmentally Controlled
Cramped Work Space, Awkward Positions
Exposed to Hazardous Conditions
Deal With Physically Aggressive People
-Extremely competitive-
Level of Competition
-Extremely important-
Importance of Being Exact or Accurate
Deal With External Customers
Work With Work Group or Team
Importance of Repeating Same Tasks
Coordinate or Lead Others
Pace Determined by Speed of Equipment
-Extremely serious-
Consequence of Error
-Fairly important-
Coordinate or Lead Others
Importance of Being Exact or Accurate
Deal With External Customers
Importance of Repeating Same Tasks
Work With Work Group or Team
Pace Determined by Speed of Equipment
-Fairly serious-
Consequence of Error
-High responsibility-
Responsibility for Outcomes and Results
Responsible for Others' Health and Safety
-Highly automated-
Degree of Automation
-Highly competitive-
Level of Competition
-I don't work near other people (beyond 100 ft.)-
Physical Proximity
-I work with others but not closely (e.g., private office)-
Physical Proximity
-Important-
Importance of Repeating Same Tasks
Coordinate or Lead Others
Work With Work Group or Team
Deal With External Customers
Importance of Being Exact or Accurate
Pace Determined by Speed of Equipment
-Important results-
Impact of Decisions on Co-workers or Company Results
-Irregular (changes with weather conditions, production demands, or contract duration)-
Work Schedules
-Less than 40 hours-
Duration of Typical Work Week
-Less than half the time-
Spend Time Standing
Spend Time Walking and Running
Spend Time Making Repetitive Motions
Spend Time Using Your Hands to Handle, Control, or Feel Objects, Tools, or Controls
Spend Time Bending or Twisting the Body
Spend Time Kneeling, Crouching, Stooping, or Crawling
Spend Time Climbing Ladders, Scaffolds, or Poles
Spend Time Sitting
Spend Time Keeping or Regaining Balance
-Limited freedom-
Structured versus Unstructured Work
Freedom to Make Decisions
-Limited responsibility-
Responsible for Others' Health and Safety
Responsibility for Outcomes and Results
-Minor results-
Impact of Decisions on Co-workers or Company Results
-Moderate responsibility-
Responsible for Others' Health and Safety
Responsibility for Outcomes and Results
-Moderate results-
Impact of Decisions on Co-workers or Company Results
-Moderately automated-
Degree of Automation
-Moderately close (at arm's length)-
Physical Proximity
-Moderately competitive-
Level of Competition
-More than 40 hours-
Duration of Typical Work Week
-More than half the time-
Spend Time Sitting
Spend Time Making Repetitive Motions
Spend Time Using Your Hands to Handle, Control, or Feel Objects, Tools, or Controls
Spend Time Kneeling, Crouching, Stooping, or Crawling
Spend Time Climbing Ladders, Scaffolds, or Poles
Spend Time Bending or Twisting the Body
Spend Time Keeping or Regaining Balance
Spend Time Walking and Running
Spend Time Standing
-Never-
In an Open Vehicle or Equipment
Spend Time Keeping or Regaining Balance
Wear Specialized Protective or Safety Equipment such as Breathing Apparatus, Safety Harness, Full Protection Suits, or Radiation Protection
Exposed to Whole Body Vibration
Exposed to High Places
Exposed to Radiation
Exposed to Hazardous Conditions
Wear Common Protective or Safety Equipment such as Safety Shoes, Glasses, Gloves, Hearing Protection, Hard Hats, or Life Jackets
Indoors, Not Environmentally Controlled
Exposed to Disease or Infections
Spend Time Climbing Ladders, Scaffolds, or Poles
Cramped Work Space, Awkward Positions
Exposed to Hazardous Equipment
Outdoors, Under Cover
Very Hot or Cold Temperatures
Exposed to Minor Burns, Cuts, Bites, or Stings
Outdoors, Exposed to Weather
Extremely Bright or Inadequate Lighting
Spend Time Kneeling, Crouching, Stooping, or Crawling
Deal With Physically Aggressive People
Spend Time Bending or Twisting the Body
Exposed to Contaminants
Spend Time Walking and Running
Spend Time Using Your Hands to Handle, Control, or Feel Objects, Tools, or Controls
In an Enclosed Vehicle or Equipment
Spend Time Making Repetitive Motions
Sounds, Noise Levels Are Distracting or Uncomfortable
Public Speaking
Spend Time Standing
Frequency of Conflict Situations
Indoors, Environmentally Controlled
Frequency of Decision Making
Deal With Unpleasant or Angry People
Telephone
Spend Time Sitting
Time Pressure
Face-to-Face Discussions
Electronic Mail
Letters and Memos
-No contact with others-
Contact With Others
-No freedom-
Structured versus Unstructured Work
Freedom to Make Decisions
-No responsibility-
Responsibility for Outcomes and Results
Responsible for Others' Health and Safety
-No results-
Impact of Decisions on Co-workers or Company Results
-Not at all automated-
Degree of Automation
-Not at all competitive-
Level of Competition
-Not important at all-
Pace Determined by Speed of Equipment
Importance of Repeating Same Tasks
Deal With External Customers
Coordinate or Lead Others
Work With Work Group or Team
Importance of Being Exact or Accurate
-Not serious at all-
Consequence of Error
-Occasional contact with others-
Contact With Others
-Once a month or more but not every week-
Frequency of Conflict Situations
Sounds, Noise Levels Are Distracting or Uncomfortable
Deal With Unpleasant or Angry People
Public Speaking
Time Pressure
Letters and Memos
Extremely Bright or Inadequate Lighting
Indoors, Environmentally Controlled
Face-to-Face Discussions
Exposed to Minor Burns, Cuts, Bites, or Stings
Electronic Mail
In an Enclosed Vehicle or Equipment
Exposed to High Places
Outdoors, Under Cover
Very Hot or Cold Temperatures
Exposed to Radiation
Wear Common Protective or Safety Equipment such as Safety Shoes, Glasses, Gloves, Hearing Protection, Hard Hats, or Life Jackets
Indoors, Not Environmentally Controlled
Cramped Work Space, Awkward Positions
Exposed to Hazardous Conditions
Deal With Physically Aggressive People
In an Open Vehicle or Equipment
Exposed to Disease or Infections
Telephone
Wear Specialized Protective or Safety Equipment such as Breathing Apparatus, Safety Harness, Full Protection Suits, or Radiation Protection
Outdoors, Exposed to Weather
Exposed to Whole Body Vibration
Exposed to Hazardous Equipment
Frequency of Decision Making
Exposed to Contaminants
-Once a week or more but not every day-
Time Pressure
In an Enclosed Vehicle or Equipment
Letters and Memos
Frequency of Decision Making
Frequency of Conflict Situations
Public Speaking
Deal With Unpleasant or Angry People
Electronic Mail
Outdoors, Exposed to Weather
Exposed to Disease or Infections
Sounds, Noise Levels Are Distracting or Uncomfortable
Indoors, Environmentally Controlled
Wear Common Protective or Safety Equipment such as Safety Shoes, Glasses, Gloves, Hearing Protection, Hard Hats, or Life Jackets
Indoors, Not Environmentally Controlled
Cramped Work Space, Awkward Positions
Exposed to Hazardous Conditions
Deal With Physically Aggressive People
In an Open Vehicle or Equipment
Extremely Bright or Inadequate Lighting
Telephone
Wear Specialized Protective or Safety Equipment such as Breathing Apparatus, Safety Harness, Full Protection Suits, or Radiation Protection
Exposed to Whole Body Vibration
Exposed to Hazardous Equipment
Face-to-Face Discussions
Exposed to Contaminants
Exposed to High Places
Outdoors, Under Cover
Very Hot or Cold Temperatures
Exposed to Radiation
Exposed to Minor Burns, Cuts, Bites, or Stings
-Once a year or more but not every month-
Deal With Unpleasant or Angry People
Public Speaking
Sounds, Noise Levels Are Distracting or Uncomfortable
Deal With Physically Aggressive People
Exposed to Contaminants
In an Enclosed Vehicle or Equipment
Frequency of Conflict Situations
Very Hot or Cold Temperatures
Outdoors, Exposed to Weather
Exposed to Hazardous Equipment
Outdoors, Under Cover
Exposed to Minor Burns, Cuts, Bites, or Stings
Cramped Work Space, Awkward Positions
Extremely Bright or Inadequate Lighting
Wear Common Protective or Safety Equipment such as Safety Shoes, Glasses, Gloves, Hearing Protection, Hard Hats, or Life Jackets
Indoors, Not Environmentally Controlled
Time Pressure
Letters and Memos
Exposed to Whole Body Vibration
Face-to-Face Discussions
Frequency of Decision Making
Indoors, Environmentally Controlled
Exposed to High Places
Electronic Mail
Exposed to Radiation
Exposed to Hazardous Conditions
In an Open Vehicle or Equipment
Exposed to Disease or Infections
Telephone
Wear Specialized Protective or Safety Equipment such as Breathing Apparatus, Safety Harness, Full Protection Suits, or Radiation Protection
-Regular (established routine, set schedule)-
Work Schedules
-Seasonal (only during certain times of the year)-
Work Schedules
-Serious-
Consequence of Error
-Slightly automated-
Degree of Automation
-Slightly close (e.g., shared office)-
Physical Proximity
-Slightly competitive-
Level of Competition
-Some freedom-
Freedom to Make Decisions
Structured versus Unstructured Work
-Very close (near touching)-
Physical Proximity
-Very high responsibility-
Responsibility for Outcomes and Results
Responsible for Others' Health and Safety
-Very important-
Work With Work Group or Team
Coordinate or Lead Others
Deal With External Customers
Importance of Repeating Same Tasks
Importance of Being Exact or Accurate
Pace Determined by Speed of Equipment
-Very important results-
Impact of Decisions on Co-workers or Company Results
-Very little freedom-
Freedom to Make Decisions
Structured versus Unstructured Work
-Very serious-
Consequence of Error
Task Ratings
- Importance Core-
Sell financial products such as stocks, bonds, mutual funds, and insurance if licensed to do so.
Build and maintain client bases, keeping current client plans up-to-date and recruiting new clients on an ongoing basis.
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.
Review clients' accounts and plans regularly to determine whether life changes, economic changes, or financial performance indicate a need for plan reassessment.
Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information needed to develop a financial plan.
Recommend strategies clients can use to achieve their financial goals and objectives, including specific recommendations in such areas as cash management, insurance coverage, and investment planning.
Implement financial planning recommendations, or refer clients to someone who can assist them with plan implementation.
Research and investigate available investment opportunities to determine whether they fit into financial plans.
Explain and document for clients the types of services that are to be provided, and the responsibilities to be taken by the personal financial advisor.
Monitor financial market trends to ensure that plans are effective, and to identify any necessary updates.
Prepare and interpret for clients information such as investment performance reports, financial document summaries, and income projections.
Guide clients in the gathering of information such as bank account records, income tax returns, life and disability insurance records, pension plan information, and wills.
Contact clients periodically to determine if there have been changes in their financial status.
Meet with clients' other advisors, including attorneys, accountants, trust officers, and investment bankers, to fully understand clients' financial goals and circumstances.
Devise debt liquidation plans that include payoff priorities and timelines.
- Importance Supplemental-
Open accounts for clients, and disburse funds from account to creditors as agents for clients.
Conduct seminars and workshops on financial planning topics such as retirement planning, estate planning, and the evaluation of severance packages.
Determine amounts of aid to be granted to students, considering such factors as funds available, extent of demand, and financial needs.
Explain to individuals and groups the details of financial assistance available to college and university students, such as loans, grants, and scholarships.
Collect information from students to determine their eligibility for specific financial aid programs.
- Relevance of Task Core-
Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.
Monitor financial market trends to ensure that plans are effective, and to identify any necessary updates.
Review clients' accounts and plans regularly to determine whether life changes, economic changes, or financial performance indicate a need for plan reassessment.
Explain and document for clients the types of services that are to be provided, and the responsibilities to be taken by the personal financial advisor.
Answer clients' questions about the purposes and details of financial plans and strategies.
Recommend strategies clients can use to achieve their financial goals and objectives, including specific recommendations in such areas as cash management, insurance coverage, and investment planning.
Research and investigate available investment opportunities to determine whether they fit into financial plans.
Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information needed to develop a financial plan.
Guide clients in the gathering of information such as bank account records, income tax returns, life and disability insurance records, pension plan information, and wills.
Contact clients periodically to determine if there have been changes in their financial status.
Prepare and interpret for clients information such as investment performance reports, financial document summaries, and income projections.
Implement financial planning recommendations, or refer clients to someone who can assist them with plan implementation.
Meet with clients' other advisors, including attorneys, accountants, trust officers, and investment bankers, to fully understand clients' financial goals and circumstances.
Build and maintain client bases, keeping current client plans up-to-date and recruiting new clients on an ongoing basis.
Sell financial products such as stocks, bonds, mutual funds, and insurance if licensed to do so.
Devise debt liquidation plans that include payoff priorities and timelines.
- Relevance of Task Supplemental-
Conduct seminars and workshops on financial planning topics such as retirement planning, estate planning, and the evaluation of severance packages.
Explain to individuals and groups the details of financial assistance available to college and university students, such as loans, grants, and scholarships.
Collect information from students to determine their eligibility for specific financial aid programs.
Open accounts for clients, and disburse funds from account to creditors as agents for clients.
Determine amounts of aid to be granted to students, considering such factors as funds available, extent of demand, and financial needs.
-Daily Frequency of Task (Categories 1-7) Core-
Build and maintain client bases, keeping current client plans up-to-date and recruiting new clients on an ongoing basis.
Sell financial products such as stocks, bonds, mutual funds, and insurance if licensed to do so.
Answer clients' questions about the purposes and details of financial plans and strategies.
Monitor financial market trends to ensure that plans are effective, and to identify any necessary updates.
Implement financial planning recommendations, or refer clients to someone who can assist them with plan implementation.
Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.
Recommend strategies clients can use to achieve their financial goals and objectives, including specific recommendations in such areas as cash management, insurance coverage, and investment planning.
Explain and document for clients the types of services that are to be provided, and the responsibilities to be taken by the personal financial advisor.
Research and investigate available investment opportunities to determine whether they fit into financial plans.
Contact clients periodically to determine if there have been changes in their financial status.
Prepare and interpret for clients information such as investment performance reports, financial document summaries, and income projections.
Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information needed to develop a financial plan.
Review clients' accounts and plans regularly to determine whether life changes, economic changes, or financial performance indicate a need for plan reassessment.
Guide clients in the gathering of information such as bank account records, income tax returns, life and disability insurance records, pension plan information, and wills.
Devise debt liquidation plans that include payoff priorities and timelines.
Meet with clients' other advisors, including attorneys, accountants, trust officers, and investment bankers, to fully understand clients' financial goals and circumstances.
-Daily Frequency of Task (Categories 1-7) Supplemental-
Open accounts for clients, and disburse funds from account to creditors as agents for clients.
Determine amounts of aid to be granted to students, considering such factors as funds available, extent of demand, and financial needs.
Explain to individuals and groups the details of financial assistance available to college and university students, such as loans, grants, and scholarships.
Collect information from students to determine their eligibility for specific financial aid programs.
Conduct seminars and workshops on financial planning topics such as retirement planning, estate planning, and the evaluation of severance packages.
-Hourly or more Frequency of Task (Categories 1-7) Core-
Research and investigate available investment opportunities to determine whether they fit into financial plans.
Sell financial products such as stocks, bonds, mutual funds, and insurance if licensed to do so.
Build and maintain client bases, keeping current client plans up-to-date and recruiting new clients on an ongoing basis.
Monitor financial market trends to ensure that plans are effective, and to identify any necessary updates.
Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.
Review clients' accounts and plans regularly to determine whether life changes, economic changes, or financial performance indicate a need for plan reassessment.
Prepare and interpret for clients information such as investment performance reports, financial document summaries, and income projections.
Recommend strategies clients can use to achieve their financial goals and objectives, including specific recommendations in such areas as cash management, insurance coverage, and investment planning.
Answer clients' questions about the purposes and details of financial plans and strategies.
Contact clients periodically to determine if there have been changes in their financial status.
Devise debt liquidation plans that include payoff priorities and timelines.
Explain and document for clients the types of services that are to be provided, and the responsibilities to be taken by the personal financial advisor.
Guide clients in the gathering of information such as bank account records, income tax returns, life and disability insurance records, pension plan information, and wills.
Implement financial planning recommendations, or refer clients to someone who can assist them with plan implementation.
Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information needed to develop a financial plan.
Meet with clients' other advisors, including attorneys, accountants, trust officers, and investment bankers, to fully understand clients' financial goals and circumstances.
-Hourly or more Frequency of Task (Categories 1-7) Supplemental-
Conduct seminars and workshops on financial planning topics such as retirement planning, estate planning, and the evaluation of severance packages.
Collect information from students to determine their eligibility for specific financial aid programs.
Determine amounts of aid to be granted to students, considering such factors as funds available, extent of demand, and financial needs.
Explain to individuals and groups the details of financial assistance available to college and university students, such as loans, grants, and scholarships.
Open accounts for clients, and disburse funds from account to creditors as agents for clients.
-More than monthly Frequency of Task (Categories 1-7) Core-
Guide clients in the gathering of information such as bank account records, income tax returns, life and disability insurance records, pension plan information, and wills.
Prepare and interpret for clients information such as investment performance reports, financial document summaries, and income projections.
Research and investigate available investment opportunities to determine whether they fit into financial plans.
Implement financial planning recommendations, or refer clients to someone who can assist them with plan implementation.
Review clients' accounts and plans regularly to determine whether life changes, economic changes, or financial performance indicate a need for plan reassessment.
Explain and document for clients the types of services that are to be provided, and the responsibilities to be taken by the personal financial advisor.
Build and maintain client bases, keeping current client plans up-to-date and recruiting new clients on an ongoing basis.
Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information needed to develop a financial plan.
Sell financial products such as stocks, bonds, mutual funds, and insurance if licensed to do so.
Meet with clients' other advisors, including attorneys, accountants, trust officers, and investment bankers, to fully understand clients' financial goals and circumstances.
Monitor financial market trends to ensure that plans are effective, and to identify any necessary updates.
Contact clients periodically to determine if there have been changes in their financial status.
Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.
Recommend strategies clients can use to achieve their financial goals and objectives, including specific recommendations in such areas as cash management, insurance coverage, and investment planning.
Devise debt liquidation plans that include payoff priorities and timelines.
Answer clients' questions about the purposes and details of financial plans and strategies.
-More than monthly Frequency of Task (Categories 1-7) Supplemental-
Open accounts for clients, and disburse funds from account to creditors as agents for clients.
Conduct seminars and workshops on financial planning topics such as retirement planning, estate planning, and the evaluation of severance packages.
Explain to individuals and groups the details of financial assistance available to college and university students, such as loans, grants, and scholarships.
Determine amounts of aid to be granted to students, considering such factors as funds available, extent of demand, and financial needs.
Collect information from students to determine their eligibility for specific financial aid programs.
-More than weekly Frequency of Task (Categories 1-7) Core-
Explain and document for clients the types of services that are to be provided, and the responsibilities to be taken by the personal financial advisor.
Answer clients' questions about the purposes and details of financial plans and strategies.
Recommend strategies clients can use to achieve their financial goals and objectives, including specific recommendations in such areas as cash management, insurance coverage, and investment planning.
Sell financial products such as stocks, bonds, mutual funds, and insurance if licensed to do so.
Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information needed to develop a financial plan.
Research and investigate available investment opportunities to determine whether they fit into financial plans.
Build and maintain client bases, keeping current client plans up-to-date and recruiting new clients on an ongoing basis.
Guide clients in the gathering of information such as bank account records, income tax returns, life and disability insurance records, pension plan information, and wills.
Prepare and interpret for clients information such as investment performance reports, financial document summaries, and income projections.
Implement financial planning recommendations, or refer clients to someone who can assist them with plan implementation.
Contact clients periodically to determine if there have been changes in their financial status.
Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.
Monitor financial market trends to ensure that plans are effective, and to identify any necessary updates.
Review clients' accounts and plans regularly to determine whether life changes, economic changes, or financial performance indicate a need for plan reassessment.
Meet with clients' other advisors, including attorneys, accountants, trust officers, and investment bankers, to fully understand clients' financial goals and circumstances.
Devise debt liquidation plans that include payoff priorities and timelines.
-More than weekly Frequency of Task (Categories 1-7) Supplemental-
Open accounts for clients, and disburse funds from account to creditors as agents for clients.
Determine amounts of aid to be granted to students, considering such factors as funds available, extent of demand, and financial needs.
Explain to individuals and groups the details of financial assistance available to college and university students, such as loans, grants, and scholarships.
Collect information from students to determine their eligibility for specific financial aid programs.
Conduct seminars and workshops on financial planning topics such as retirement planning, estate planning, and the evaluation of severance packages.
-More than yearly Frequency of Task (Categories 1-7) Core-
Devise debt liquidation plans that include payoff priorities and timelines.
Review clients' accounts and plans regularly to determine whether life changes, economic changes, or financial performance indicate a need for plan reassessment.
Meet with clients' other advisors, including attorneys, accountants, trust officers, and investment bankers, to fully understand clients' financial goals and circumstances.
Contact clients periodically to determine if there have been changes in their financial status.
Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information needed to develop a financial plan.
Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.
Prepare and interpret for clients information such as investment performance reports, financial document summaries, and income projections.
Guide clients in the gathering of information such as bank account records, income tax returns, life and disability insurance records, pension plan information, and wills.
Research and investigate available investment opportunities to determine whether they fit into financial plans.
Recommend strategies clients can use to achieve their financial goals and objectives, including specific recommendations in such areas as cash management, insurance coverage, and investment planning.
Monitor financial market trends to ensure that plans are effective, and to identify any necessary updates.
Answer clients' questions about the purposes and details of financial plans and strategies.
Implement financial planning recommendations, or refer clients to someone who can assist them with plan implementation.
Explain and document for clients the types of services that are to be provided, and the responsibilities to be taken by the personal financial advisor.
Build and maintain client bases, keeping current client plans up-to-date and recruiting new clients on an ongoing basis.
Sell financial products such as stocks, bonds, mutual funds, and insurance if licensed to do so.
-More than yearly Frequency of Task (Categories 1-7) Supplemental-
Conduct seminars and workshops on financial planning topics such as retirement planning, estate planning, and the evaluation of severance packages.
Explain to individuals and groups the details of financial assistance available to college and university students, such as loans, grants, and scholarships.
Collect information from students to determine their eligibility for specific financial aid programs.
Determine amounts of aid to be granted to students, considering such factors as funds available, extent of demand, and financial needs.
Open accounts for clients, and disburse funds from account to creditors as agents for clients.
-Several times daily Frequency of Task (Categories 1-7) Core-
Sell financial products such as stocks, bonds, mutual funds, and insurance if licensed to do so.
Monitor financial market trends to ensure that plans are effective, and to identify any necessary updates.
Answer clients' questions about the purposes and details of financial plans and strategies.
Review clients' accounts and plans regularly to determine whether life changes, economic changes, or financial performance indicate a need for plan reassessment.
Recommend strategies clients can use to achieve their financial goals and objectives, including specific recommendations in such areas as cash management, insurance coverage, and investment planning.
Research and investigate available investment opportunities to determine whether they fit into financial plans.
Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.
Prepare and interpret for clients information such as investment performance reports, financial document summaries, and income projections.
Implement financial planning recommendations, or refer clients to someone who can assist them with plan implementation.
Build and maintain client bases, keeping current client plans up-to-date and recruiting new clients on an ongoing basis.
Explain and document for clients the types of services that are to be provided, and the responsibilities to be taken by the personal financial advisor.
Devise debt liquidation plans that include payoff priorities and timelines.
Guide clients in the gathering of information such as bank account records, income tax returns, life and disability insurance records, pension plan information, and wills.
Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information needed to develop a financial plan.
Contact clients periodically to determine if there have been changes in their financial status.
Meet with clients' other advisors, including attorneys, accountants, trust officers, and investment bankers, to fully understand clients' financial goals and circumstances.
-Several times daily Frequency of Task (Categories 1-7) Supplemental-
Collect information from students to determine their eligibility for specific financial aid programs.
Conduct seminars and workshops on financial planning topics such as retirement planning, estate planning, and the evaluation of severance packages.
Determine amounts of aid to be granted to students, considering such factors as funds available, extent of demand, and financial needs.
Explain to individuals and groups the details of financial assistance available to college and university students, such as loans, grants, and scholarships.
Open accounts for clients, and disburse funds from account to creditors as agents for clients.
-Yearly or less Frequency of Task (Categories 1-7) Core-
Meet with clients' other advisors, including attorneys, accountants, trust officers, and investment bankers, to fully understand clients' financial goals and circumstances.
Devise debt liquidation plans that include payoff priorities and timelines.
Contact clients periodically to determine if there have been changes in their financial status.
Explain and document for clients the types of services that are to be provided, and the responsibilities to be taken by the personal financial advisor.
Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.
Guide clients in the gathering of information such as bank account records, income tax returns, life and disability insurance records, pension plan information, and wills.
Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information needed to develop a financial plan.
Recommend strategies clients can use to achieve their financial goals and objectives, including specific recommendations in such areas as cash management, insurance coverage, and investment planning.
Review clients' accounts and plans regularly to determine whether life changes, economic changes, or financial performance indicate a need for plan reassessment.
Implement financial planning recommendations, or refer clients to someone who can assist them with plan implementation.
Prepare and interpret for clients information such as investment performance reports, financial document summaries, and income projections.
Research and investigate available investment opportunities to determine whether they fit into financial plans.
Monitor financial market trends to ensure that plans are effective, and to identify any necessary updates.
Build and maintain client bases, keeping current client plans up-to-date and recruiting new clients on an ongoing basis.
Answer clients' questions about the purposes and details of financial plans and strategies.
Sell financial products such as stocks, bonds, mutual funds, and insurance if licensed to do so.
-Yearly or less Frequency of Task (Categories 1-7) Supplemental-
Collect information from students to determine their eligibility for specific financial aid programs.
Explain to individuals and groups the details of financial assistance available to college and university students, such as loans, grants, and scholarships.
Determine amounts of aid to be granted to students, considering such factors as funds available, extent of demand, and financial needs.
Conduct seminars and workshops on financial planning topics such as retirement planning, estate planning, and the evaluation of severance packages.
Open accounts for clients, and disburse funds from account to creditors as agents for clients.
Education Training Experience
-On-Site or In-Plant Training-
None
Up to and including 1 month
Over 1 month, up to and including 3 months
Over 3 months, up to and including 6 months
Over 6 months, up to and including 1 year
Over 1 year, up to and including 2 years
Over 2 years, up to and including 4 years
Over 10 years
-On-the-Job Training-
None or short demonstration
Anything beyond short demonstration, up to and including 1 month
Over 1 month, up to and including 3 months
Over 3 months, up to and including 6 months
Over 6 months, up to and including 1 year
Over 1 year, up to and including 2 years
Over 2 years, up to and including 4 years
Over 4 years, up to and including 10 years
Over 10 years
-Related Work Experience-
None
Over 6 months, up to and including 1 year
Over 1 year, up to and including 2 years
Over 2 years, up to and including 4 years
Over 4 years, up to and including 6 years
Over 6 years, up to and including 8 years
Over 8 years, up to and including 10 years
Over 10 years
-Required Level of Education-
High School Diploma (or GED or High School Equivalence Certificate)
Some College Courses
Associate's Degree (or other 2-year degree)
Bachelor's Degree
Post-Baccalaureate Certificate - awarded for completion of an organized program of study; designed for people who have completed a Baccalaureate degree, but do not meet the requirements of academic degrees carrying the title of Master
Master's Degree
First Professional Degree - awarded for completion of a program that: requires at least 2 years of college work before entrance into the program, includes a total of at least 6 academic years of work to complete, and provides all remaining academic requirements to begin practice in a profession