Personal Financial Advisors
O*NET-SOC 13-2052.00 · interest code ECS
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. May also buy and sell financial assets for clients.
How this work is wired
O*NET rates every occupation 1-7 on six interest dimensions. This one leans Enterprising — persuading, leading, selling, starting and running things — then Conventional and Social.
Preparation typically needed
Job Zone 4 — considerable preparation — usually a four-year degree plus experience.