NOTE:

The information on this page relates to the 2010 SOC, please see the 2000 SOC System for information on the previous version of the SOC.

 

13-2052 Personal Financial Advisors

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.

Illustrative examples: Estate Planner, Individual Pension Adviser, Personal Investment Adviser

Broad Occupation: 13-2050 Financial Analysts and Advisors
Minor Group: 13-2000 Financial Specialists
Major Group: 13-0000 Business and Financial Operations Occupations

List of SOC Major Groups
SOC User Guide



Last Modified Date: March 11, 2010