13-2052个人理财顾问
官方英文名称Personal Financial Advisors
中文细分职业译名为 AI 辅助导航翻译，非官方译文；保留英文原称，未经独立职业专业审校。
官方英文职责定义
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. Excludes “Securities, Commodities, and Financial Services Sales Agents” (41-3031).
所属分类
- 职业小组
- 金融专员／专家（财务与金融专才）Financial Specialists
13-2000 - 广义职业
- 金融分析师与理财顾问Financial Analysts and Advisors
13-2050
04 / Skills-SI
打开实用职业专区打开实用职业专区
实用职业专区提供单独策划的学习入口，不等同于 SOC 职业映射。
03 / 阅读本目录时请注意