ONET Occupations » 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.

View Personal Financial Advisors on ONET Online

Parachute skills

  1. Interview, draw out - People (4.64)
  2. Examine, inspect, compare, see similarities and differences - Data (4.50)
  3. Pay attention to details - Data (4.43)
  4. Analyze, break down into its parts - Data (4.40)
  5. Work with numbers, compute - Data (4.40)
  6. Serve, care for, follow instructions faithfully - People (4.39)
  7. Convey warmth and empathy - People (4.39)
  8. Follow through, get things done - People (4.36)
  9. Use my brain - Data (4.32)
  10. Control, expedite things - Things (4.21)
  11. Compile, keep records, file, retrieve - Data (4.21)
  12. Communicate well, in person - People (4.00)
  13. Initiate, lead, be a pioneer - People (4.00)
  14. Speak - People (4.00)
  15. Listen - People (4.00)
  16. Use my intuition - Data (3.88)
  17. Communicate well, in writing - People (3.88)
  18. Design, use artistic abilities, be original - Data (3.85)
  19. Imagine - Data (3.85)
  20. Advise - People (3.82)
  21. Use acute senses (hearing, smell, taste, sight) - Data (3.62)
  22. Solve problems - Data (3.62)
  23. Persuade, sell, recruit - People (3.57)

ONET Skills

ONET Abilities

ONET Work Styles
  1. Reading Comprehension (4.00)
  2. Active Listening (4.00)
  3. Speaking (4.00)
  4. Critical Thinking (4.00)
  5. Judgment and Decision Making (4.00)
  6. Service Orientation (3.75)
  7. Writing (3.62)
  8. Complex Problem Solving (3.62)
  9. Social Perceptiveness (3.50)
  10. Persuasion (3.50)
  1. Oral Comprehension (4.00)
  2. Written Comprehension (4.00)
  3. Oral Expression (4.00)
  4. Deductive Reasoning (4.00)
  5. Inductive Reasoning (4.00)
  6. Written Expression (3.88)
  7. Problem Sensitivity (3.88)
  8. Speech Recognition (3.75)
  9. Speech Clarity (3.75)
  10. Near Vision (3.62)
  11. Mathematical Reasoning (3.50)
  12. Number Facility (3.50)
  1. Integrity (4.89)
  2. Dependability (4.54)
  3. Attention to Detail (4.43)
  4. Concern for Others (4.39)
  5. Persistence (4.36)
  6. Analytical Thinking (4.32)
  7. Self Control (4.21)
  8. Achievement/Effort (4.18)
  9. Initiative (4.18)
  10. Stress Tolerance (4.07)
  11. Leadership (4.00)
  12. Cooperation (4.00)
  13. Adaptability/Flexibility (3.86)
  14. Independence (3.75)
  15. Social Orientation (3.54)

Work Activities

Detailed Work Activities
  1. Getting Information (4.64)
  2. Interacting With Computers (4.50)
  3. Evaluating Information to Determine Compliance with Standards (4.50)
  4. Making Decisions and Solving Problems (4.50)
  5. Establishing and Maintaining Interpersonal Relationships (4.48)
  6. Analyzing Data or Information (4.40)
  7. Updating and Using Relevant Knowledge (4.31)
  8. Developing Objectives and Strategies (4.29)
  9. Processing Information (4.21)
  10. Organizing, Planning, and Prioritizing Work (4.21)
  11. Identifying Objects, Actions, and Events (4.18)
  12. Communicating with Persons Outside Organization (4.07)
  13. Communicating with Supervisors, Peers, or Subordinates (3.89)
  14. Thinking Creatively (3.85)
  15. Provide Consultation and Advice to Others (3.82)
  16. Interpreting the Meaning of Information for Others (3.81)
  17. Performing for or Working Directly with the Public (3.71)
  18. Documenting/Recording Information (3.70)
  19. Judging the Qualities of Things, Services, or People (3.57)
  20. Selling or Influencing Others (3.57)
  21. Monitoring and Controlling Resources (3.54)
  22. Monitor Processes, Materials, or Surroundings (3.54)
  23. Developing and Building Teams (3.52)
  1. Gather Relevant Financial Data (4.64)
  2. Obtain Financial Information From Individuals (4.64)
  3. Obtain Information From Individuals (4.64)
  4. Compare Clients' Applications With Eligibility Requirements (4.50)
  5. Approve Or Deny Loans (4.50)
  6. Use Computers To Enter, Access And Retrieve Financial Data (4.50)
  7. Determine Program Eligibility (4.50)
  8. Maintain Cooperative Relationships With Clients (4.48)
  9. Analyze Applicant's Financial Status (4.40)
  10. Analyze Financial Data (4.40)
  11. Conduct Financial Investigations (4.40)
  12. Perform General Financial Analysis (4.40)
  13. Use Negotiation Techniques (4.31)
  14. Use Interviewing Procedures (4.31)
  15. Review Loan Applications (4.21)
  16. Compute Payment Schedule (4.21)
  17. Compute Property Equity (4.21)
  18. Compute Taxes (4.21)
  19. Compile Data For Financial Reports (4.21)
  20. Compute Financial Data (4.21)
  21. Compile Information Through Interviews (4.07)
  22. Interview Customers (4.07)
  23. Advise Clients On Financial Matters (3.82)
  24. Advise Clients Or Customers (3.82)
  25. Explain What Financial Assistance Is Available (3.81)
  26. Provide Customer Service (3.71)
  27. Complete Information On Loan Forms (3.70)
  28. Account For Or Dispense Funds (3.54)