Personal Financial Advisors

Description

Career Cluster:

Finance

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.

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The data sources for the information displayed here include: O*NET™. (Using onet291)