Custom Report

Custom Report for:
13-2052.00 - Personal Financial Advisors

Advise clients on financial plans utilizing 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 to establish investment strategies.

Sample of reported job titles: Financial Advisor, Portfolio Manager, Financial Planner, Account Executive, Registered Representative, Investment Advisor, Financial Consultant, Financial Counselor, Analyst, Certified Financial Planner (CFP)

O*NET Descriptor	Display Cutoff
Tasks	Display items scoring at least on the scale Display items on the Frequency scale
Tools & Technology	Display categories with examples for each category Tools (6 categories) Technology (11 categories)
Knowledge	Display items scoring at least on the scale Show scale anchors
Skills	Display items scoring at least on the scale Show scale anchors
Abilities	Display items scoring at least on the scale Show scale anchors
Work Activities	Display items scoring at least on the scale Show scale anchors Show detailed work activities where available
Work Context	Display items scoring at least on the Context scale Show percentages of respondents
Job Zone
Interests	Display items scoring at least on the Occupational Interest scale
Work Styles	Display items scoring at least on the Importance scale Show scale anchors
Work Values	Display items scoring at least on the Extent scale
Work Needs	Display items scoring at least on the Extent scale

O*NET Descriptor

Display Cutoff

Tasks

Display items scoring at least on the scale
Display items on the Frequency scale

Tools & Technology

Display categories with examples for each category
Tools (6 categories)
Technology (11 categories)

Knowledge

Display items scoring at least on the scale
Show scale anchors

Skills

Display items scoring at least on the scale
Show scale anchors

Abilities

Display items scoring at least on the scale
Show scale anchors

Work Activities

Display items scoring at least on the scale
Show scale anchors
Show detailed work activities where available

Work Context

Display items scoring at least on the Context scale
Show percentages of respondents

Job Zone

Interests

Display items scoring at least on the Occupational Interest scale

Work Styles

Display items scoring at least on the Importance scale
Show scale anchors

Work Values

Display items scoring at least on the Extent scale

Work Needs

Display items scoring at least on the Extent scale

Custom Report for:
13-2052.00 - Personal Financial Advisors

O*NET Data

Other Information

Custom Report for: 13-2052.00 - Personal Financial Advisors

O*NET Data

Other Information

Custom Report for:
13-2052.00 - Personal Financial Advisors