{"c":"13-2052.00","n":"Personal Financial Advisors","d":"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.","g":"13","tasks":[{"t":"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.","core":true,"id":12907,"r":26,"dt":"08/2024","src":"Occupational Expert"},{"t":"Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.","core":true,"id":12904,"r":26,"dt":"08/2024","src":"Occupational Expert"},{"t":"Answer clients' questions about the purposes and details of financial plans and strategies.","core":true,"id":12905,"r":26,"dt":"08/2024","src":"Occupational Expert"},{"t":"Review clients' accounts and plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment.","core":true,"id":20183,"r":26,"dt":"08/2024","src":"Occupational Expert"},{"t":"Manage client portfolios, keeping client plans up-to-date.","core":true,"id":20184,"r":26,"dt":"08/2024","src":"Occupational Expert"},{"t":"Recommend to clients strategies in cash management, insurance coverage, investment planning, or other areas to help them achieve their financial goals.","core":true,"id":20182,"r":26,"dt":"08/2024","src":"Occupational Expert"},{"t":"Recommend financial products, such as stocks, bonds, mutual funds, or insurance.","core":true,"id":20189,"r":26,"dt":"08/2024","src":"Occupational Expert"},{"t":"Implement financial planning recommendations, or refer clients to someone who can assist them with plan implementation.","core":true,"id":12909,"r":26,"dt":"08/2024","src":"Occupational Expert"},{"t":"Contact clients periodically to determine any changes in their financial status.","core":true,"id":12915,"r":26,"dt":"08/2024","src":"Occupational Expert"},{"t":"Prepare or interpret for clients information, such as investment performance reports, financial document summaries, or income projections.","core":true,"id":12913,"r":26,"dt":"08/2024","src":"Occupational Expert"},{"t":"Explain to clients the personal financial advisor's responsibilities and the types of services to be provided.","core":true,"id":20186,"r":26,"dt":"08/2024","src":"Occupational Expert"},{"t":"Investigate available investment opportunities to determine compatibility with client financial plans.","core":true,"id":20187,"r":25,"dt":"08/2024","src":"Occupational Expert"},{"t":"Guide clients in the gathering of information, such as bank account records, income tax returns, life and disability insurance records, pension plans, or wills.","core":true,"id":12914,"r":26,"dt":"08/2024","src":"Occupational Expert"},{"t":"Monitor financial market trends to ensure that client plans are responsive.","core":true,"id":20188,"r":26,"dt":"08/2024","src":"Occupational Expert"},{"t":"Recruit and maintain client bases.","core":true,"id":20185,"r":25,"dt":"08/2024","src":"Occupational Expert"},{"t":"Meet with clients' other advisors, such as attorneys, accountants, trust officers, or investment bankers, to fully understand clients' financial goals and circumstances.","core":true,"id":12916,"r":26,"dt":"08/2024","src":"Occupational Expert"},{"t":"Devise debt liquidation plans that include payoff priorities and timelines.","core":true,"id":12917,"r":26,"dt":"08/2024","src":"Occupational Expert"},{"t":"Open accounts for clients, and disburse funds from accounts to creditors as agent for clients.","core":false,"id":12918,"r":26,"dt":"08/2024","src":"Occupational Expert"},{"t":"Inform clients about tax benefits, government rebates, or other financial benefits of alternative-fuel vehicle purchases or energy-efficient home construction, improvements, or remodeling.","core":false,"id":19570,"r":26,"dt":"08/2024","src":"Occupational Expert"},{"t":"Recommend environmentally responsible investments, such as cleantech, alternative energy, or conservation technologies, companies, or funds.","core":false,"id":19571,"r":26,"dt":"08/2024","src":"Occupational Expert"},{"t":"Conduct seminars or workshops on financial planning topics, such as retirement planning, estate planning, or the evaluation of severance packages.","core":false,"id":12919,"r":26,"dt":"08/2024","src":"Occupational Expert"}]}