O*NET-SOC 13-2052.00
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. May also buy and sell financial assets for clients.
From O*NET 30.3
Tasks
From O*NET 30.3, by importance, as O*NET OnLine lists them
Free · O*NET 30.3- 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.Core12907
- Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.Core12904
- Answer clients' questions about the purposes and details of financial plans and strategies.Core12905
- Review clients' accounts and plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment.Core20183
- Manage client portfolios, keeping client plans up-to-date.Core20184
- Recommend to clients strategies in cash management, insurance coverage, investment planning, or other areas to help them achieve their financial goals.Core20182
- Recommend financial products, such as stocks, bonds, mutual funds, or insurance.Core20189
- Implement financial planning recommendations, or refer clients to someone who can assist them with plan implementation.Core12909
- Contact clients periodically to determine any changes in their financial status.Core12915
- Prepare or interpret for clients information, such as investment performance reports, financial document summaries, or income projections.Core12913
- Explain to clients the personal financial advisor's responsibilities and the types of services to be provided.Core20186
- Investigate available investment opportunities to determine compatibility with client financial plans.Core20187
- Open accounts for clients, and disburse funds from accounts to creditors as agent for clients.Supplemental12918
- Guide clients in the gathering of information, such as bank account records, income tax returns, life and disability insurance records, pension plans, or wills.Core12914
- Monitor financial market trends to ensure that client plans are responsive.Core20188
- Recruit and maintain client bases.Core20185
- Meet with clients' other advisors, such as attorneys, accountants, trust officers, or investment bankers, to fully understand clients' financial goals and circumstances.Core12916
- Devise debt liquidation plans that include payoff priorities and timelines.Core12917
- Inform clients about tax benefits, government rebates, or other financial benefits of alternative-fuel vehicle purchases or energy-efficient home construction, improvements, or remodeling.Supplemental19570
- Recommend environmentally responsible investments, such as cleantech, alternative energy, or conservation technologies, companies, or funds.Supplemental19571
- Conduct seminars or workshops on financial planning topics, such as retirement planning, estate planning, or the evaluation of severance packages.Supplemental12919
Technology Skills
From O*NET 30.3, 102 examples in 19 categories, 12 Hot Technology
Free · O*NET 30.3Customer relationship management CRM software
- ACT! ACT4Advisors
- DataViz Beyond Contacts
- eMoneyAdvisor AdvisorPlatform
- EZ-Data Client Data System
- Financial Planning Consultants Practice Builder
- Getting Things Done GTD software
- Investigo
- Junxure CRM Software
- Microsoft Business Contact Manager
- ProTracker Advantage
- Redtail Technology Our Business Online
- Salesforce softwareHot Technology
- Web Information Solutions Pocket Informant
Financial analysis software
- Advent Axys
- AdviceAmerica AdvisorVision
- Advisory World ICE
- ASI Client Acquisition Solution
- Asset allocation software
- Brentmark Stock Option Risk Analyzer
- Cheshire Financial Planning Suite
- Cygnus IncomeMax
- Education planning software
- EISI NaviPlan
- Estate Capitol Needs Analysis
- Estate planning software
- ExpenseWatch
- Finance Logix Education Planner
- Finance Logix Insurance Planner
- Finance Logix Retirement Planner
- Financeware AASim
- Financeware WealthSimulator
- Financial planning software
- Financial Profiles Profiles+ Professional
- Host Analytics Host Budget
- Ibbotson Analyst
- Ibbotson Portfolio Strategist
- Impact PlanLabX3
- IMPACT Wealth Distribution Analysis
- Investment and business valuation template software
- Investment tracking software
- J&L Financial Planner
- MasterPlan
- Microsoft Money
- MoneyTree Silver Financial Planner (financial analysis feature)
- Morningstar Principia
- Needs analysis software
- Net Worth Strategies Stock Opter Pro
- Optima IAS
- Oracle E-Business Suite Financials
- PIE Technologies MoneyGuidePro
- PlanPlus Pro
- PlanScan Portfolio Pathfinder
- Portfolio management software
- Quicken
- Retirement planning software
- Sawhney ExecPlan
- ScenarioNow RetireNow
- SunGard Frontier
- SunGard PlanningStation
- SunGard WebPlaid
- Tax planning software
- The Omni Group OmniPlan
- Thomson ONE Advisor
- Torrid Retirement Planner
- Unger Software Methusaleh
- WealthTec AllocationPro
- WealthTec Foundations
- WealthTec WealthMaster
Word processing software
- Automatic Data Processing ProxyEdge
- Financial report generation software
- Microsoft WordHot Technology
Document management software
- Cabinet NG CNG-SAFE
- Financeware Finance File Manager
- ScanSoft PaperPort Pro
- SunGard LockBox
- World Software Corporation Worldox
Compliance software
- ComplianceMAX
Spreadsheet software
- Corel QuattroPro
- IBM Lotus 1-2-3
- Microsoft ExcelHot TechnologyIn Demand
Data base user interface and query software
- FileMaker Pro
- Microsoft AccessHot Technology
- Microsoft SQL ServerHot Technology
- Practice management software PMS
- Structured query language SQLHot Technology
Presentation software
- Financial planning presentation software
- Microsoft PowerPointHot TechnologyIn Demand
- MoneyTree Silver Financial Planner (presentation feature)
Accounting software
- Fund accounting software
- Sage 50 Accounting
Communications server software
- IBM Domino
Enterprise resource planning ERP software
- Microsoft Dynamics
- Oracle Hyperion
- Oracle PeopleSoft Financials
Office suite software
- Microsoft Office softwareHot TechnologyIn Demand
Electronic mail software
- Microsoft OutlookHot Technology
Project management software
- Microsoft ProjectHot Technology
Development environment software
- Microsoft Visual BasicHot Technology
Analytical or scientific software
- Monte Carlo simulation software
Calendar and scheduling software
- Pimlico Software DateBk
Object or component oriented development software
- SwiftHot Technology
Internet browser software
- Web browser software
Detailed Work Activities
From O*NET 30.3, under their work activities; open one for the AI skills Workforce Automation maps to it
Free · O*NET 30.3Getting Information
Interview clients to gather financial information.
WFA · Part of the paid plan when accounts openWFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet
Identifying Objects, Actions, and Events
Identify strategic business investment opportunities.
WFA · Part of the paid plan when accounts openWFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet
Estimating the Quantifiable Characteristics of Products, Events, or Information
Compute debt repayment schedules.
WFA · Part of the paid plan when accounts openWFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet
Judging the Qualities of Objects, Services, or People
Assess financial status of clients.
WFA · Part of the paid plan when accounts openWFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet
Analyzing Data or Information
Analyze market conditions or trends.
WFA · Part of the paid plan when accounts openWFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet
Making Decisions and Solving Problems
Implement financial decisions.
WFA · Part of the paid plan when accounts openWFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet
Documenting/Recording Information
Prepare financial documents, reports, or budgets.
WFA · Part of the paid plan when accounts openWFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet
Interpreting the Meaning of Information for Others
Educate clients on financial planning topics.
WFA · Part of the paid plan when accounts openWFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet
Interpret financial information for others.
WFA · Part of the paid plan when accounts openWFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet
Establishing and Maintaining Interpersonal Relationships
Develop business relationships.
WFA · Part of the paid plan when accounts openWFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet
Performing for or Working Directly with the Public
Correspond with customers to answer questions or resolve complaints.
WFA · Part of the paid plan when accounts openWFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet
Coordinating the Work and Activities of Others
Confer with others about financial matters.
WFA · Part of the paid plan when accounts openWFA (Workforce Automation) analysis: 4 of 4 AI skills mapped to this activity, by automation level
- Supports 3
- Informs 1
- Affiliate marketingclaudeskills.infoSupports
- Google workspaceclaudeskills.infoSupports
- Founder osclaudeskills.infoSupports
- Pricingcoreyhaines31/marketingskillsInforms
Providing Consultation and Advice to Others
Recommend investments to clients.
WFA · Part of the paid plan when accounts openWFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet
Advise others on financial matters.
WFA · Part of the paid plan when accounts openWFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet
Performing Administrative Activities
Disburse funds from clients accounts to creditors.
WFA · Part of the paid plan when accounts openWFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet
Job Zone
From O*NET 30.3
Free · O*NET 30.3Job Zone Four: Considerable Preparation Needed
Workforce Automation analysis, not part of the source
WFA coverage: AI skills for this job
WFA · Part of the paid plan when accounts openPilot mapping: these skill links come from our seed list and haven’t been reviewed yet. Expect them to change as each one is checked.
Equivalents
NICE work roles, with their DCWF equivalents
Mapped to this job by the ETO-CSET NICE/O*NET crosswalk (2024); roles from NICE Framework Components v2.2.0, DCWF equivalents from DoD DCWF Tool v5.3 (2026-09-25)
Free · NICE Framework Components v2.2.0 and DoD DCWF Tool v5.3 (2026-09-25)No NICE work role maps to this job.