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.
Skills
Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
Understanding written sentences and paragraphs in work-related documents.
Talking to others to convey information effectively.
Communicating effectively in writing as appropriate for the needs of the audience.
Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
Required Knowledge
Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
Knowledge of economic and accounting principles and practices, the financial markets, banking, and the analysis and reporting of financial data.
Knowledge of the structure and content of the English language including the meaning and spelling of words, and rules of composition and grammar.
Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications.
Knowledge of human behavior and performance; individual differences in ability, personality, and interests; learning and motivation; psychological research methods; and the assessment and treatment of behavioral and affective disorders.
Roles & Responsibilities
Observing, receiving, and otherwise obtaining information from all relevant sources.
Identifying the underlying principles, reasons, or facts of information by breaking down information or data into separate parts.
Using computers and computer systems (including hardware and software) to program, write software, set up functions, enter data, or process information.
Developing constructive and cooperative working relationships with others, and maintaining them over time.
Analyzing information and evaluating results to choose the best solution and solve problems.
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