Occupation AtlasPersonal Financial Advisors
O*NET · 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.
Also called Account Manager · Asset Analyst · Asset Manager · Budget Counselor · Certified Financial Planner (CFP) · CFA · CFP · Chartered Financial Analyst (CFA)
52 more
Client Advisor · Credit Counselor · Debt Counselor · Estate Planner · Estate Planning Counselor · Estate Trustee · Finance Consultant · Financial Advisor · Financial Advisor Associate · Financial Agent · Financial Consultant · Financial Coordinator · Financial Counselor · Financial Investment Adviser · Financial Investment Advisor · Financial Life Planner · Financial Planner · Financial Relationship Consultant · Financial Retirement Plan Specialist · Financial Solutions Advisor · Fiscal Specialist · Individual Pension Adviser · Individual Pension Consultant · Insurance Advisor · Insurance Consultant · Investment Advisor · Investment Consultant · Investment Counselor · Investment Rep · Investment Representative (Investment Rep) · Money Manager · Patient Financial Counselor · Pension Advisor · Pension Consultant · Personal Banker · Personal Financial Advisor · Personal Financial Counselor · Personal Financial Planner · Personal Investment Advisor · Portfolio Manager · Private Client Advisor · Private Wealth Management Associate (PWM Associate) · PWM Associate · Securities Consultant · Securities Counselor · Socially Responsible Investment Advisor (SRI Advisor) · SRI Advisor · Strategist · Wealth Advisor · Wealth Management Advisor · Wealth Management Associate · Wealth Manager
Job Zone
- 1
- 2
- 3
- 4
- 5
Zone 4: Considerable Preparation Needed
Considerable preparation. Usually a bachelor's degree plus several years of work-related experience, knowledge, or training.
Job Zone is O*NET's rating of how much education, experience and training an occupation typically needs — a property of the work, not of anyone doing it.
Occupational interest profile
ECSEnterprising · Conventional · Social — the three strongest interests, in order
- E Enterprising5.85
- C Conventional5.61
- S Social4.07
- I Investigative3.27
- A Artistic1.69
- R Realistic1.00
RIASEC (Holland) interests on O*NET's 0–7 scale: what the work draws on, not what any individual prefers. Hover a row for what each dimension means.
Education and experience
The education level respondents say the job requires, and the most common answer for experience and training.
- Related work experience
- Over 2 years, up to and including 4 years (35%)
- On-site or in-plant training
- None (23%)
- On-the-job training
- Over 6 months, up to and including 1 year (46%)
Typically associated skills
All 35 O*NET skills, most important first. Importance (1–5) says how much a skill matters here; level (0–7) says how much of it the work calls for, with O*NET's example of a nearby level. Neither is a proficiency rating of a person.
- Active ListeningbasicImportance 4.1Level 4.0Level 4 looks like: Answer inquiries regarding credit references
- Reading ComprehensionbasicImportance 4.1Level 4.0Level 4 looks like: Understand an email from management describing new personnel policies
- SpeakingbasicImportance 4.0Level 4.0Level 4 looks like: Interview applicants to obtain personal and work history
- WritingbasicImportance 3.9Level 4.0Level 4 looks like: Write an email to staff outlining new directives
- Critical ThinkingbasicImportance 3.8Level 4.1Level 4 looks like: Evaluate customer complaints and determine appropriate responses
- Judgment and Decision MakingImportance 3.6Level 3.9Level 4 looks like: Evaluate a loan application for degree of risk
- Service OrientationImportance 3.6Level 3.9Level 4 looks like: Make flight reservations for customers using an online booking site
- Complex Problem SolvingImportance 3.6Level 3.8Level 4 looks like: Redesign a floor layout to take advantage of new manufacturing techniques
- MathematicsbasicImportance 3.6Level 3.8Level 4 looks like: Calculate the square footage of a new home under construction
- Social PerceptivenessImportance 3.6Level 3.6Level 4 looks like: Be aware of how a coworker's promotion will affect a work group
- Systems AnalysisImportance 3.4Level 3.6Level 4 looks like: Determine how a new piece of equipment will affect production rates
- PersuasionImportance 3.4Level 3.5Level 4 looks like: Convince a supervisor to purchase new office equipment
Show the other 23
- Systems EvaluationImportance 3.4Level 3.5Level 4 looks like: Identify the reasons why a client might be unhappy with a product
- Active LearningbasicImportance 3.3Level 3.3Level 4 looks like: Determine the impact of new menu changes on a restaurant's purchasing requirements
- MonitoringbasicImportance 3.1Level 3.8Level 4 looks like: Monitor a meeting and revise the agenda to ensure important topics are discussed
- CoordinationImportance 3.0Level 3.0Level 2 looks like: Schedule appointments for a medical clinic
- InstructingImportance 3.0Level 3.0Level 2 looks like: Instruct a new employee in the use of a timekeeping system
- Learning StrategiesbasicImportance 3.0Level 3.0Level 2 looks like: Learn a different method of completing a task from a coworker
- NegotiationImportance 3.0Level 3.0Level 2 looks like: Present justification to a manager for altering a work schedule
- Time ManagementImportance 3.0Level 3.0Level 2 looks like: Keep a monthly calendar of appointments
- Management of Financial ResourcesImportance 2.9Level 2.9Level 2 looks like: Use available funds to buy office supplies and record the amount of the purchase
- Operations AnalysisImportance 2.5Level 2.4Level 2 looks like: Select a printer for an office
- Management of Personnel ResourcesImportance 2.1Level 2.1Level 2 looks like: Encourage a coworker who is having difficulty finishing a project
- Management of Material ResourcesImportance 1.9Level 1.5Level 2 looks like: Reserve a room for a management meeting
- Quality Control AnalysisImportance 1.8Level 0.9
- Operations MonitoringImportance 1.6Level 0.6
- ProgrammingImportance 1.6Level 0.6
- Technology DesignImportance 1.5Level 0.5
- SciencebasicImportance 1.4Level 0.4
- Equipment MaintenanceImportance 1.0Level —
- Equipment SelectionImportance 1.0Level —
- InstallationImportance 1.0Level —
- Operation and ControlImportance 1.0Level —
- RepairingImportance 1.0Level —
- TroubleshootingImportance 1.0Level —
Tasks
17 core · 4 supplementalWhat people in this occupation do, as O*NET records it, core tasks first by importance (1–5).
- 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.Importance 4.7
- Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.Importance 4.6
- Answer clients' questions about the purposes and details of financial plans and strategies.Importance 4.5
- Review clients' accounts and plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment.Importance 4.5
- Recommend to clients strategies in cash management, insurance coverage, investment planning, or other areas to help them achieve their financial goals.Importance 4.4
- Manage client portfolios, keeping client plans up-to-date.Importance 4.4
- Implement financial planning recommendations, or refer clients to someone who can assist them with plan implementation.Importance 4.2
- Recommend financial products, such as stocks, bonds, mutual funds, or insurance.Importance 4.2
- Contact clients periodically to determine any changes in their financial status.Importance 4.1
- Prepare or interpret for clients information, such as investment performance reports, financial document summaries, or income projections.Importance 4.0
- Explain to clients the personal financial advisor's responsibilities and the types of services to be provided.Importance 4.0
- Investigate available investment opportunities to determine compatibility with client financial plans.Importance 4.0
Show the other 9
- Guide clients in the gathering of information, such as bank account records, income tax returns, life and disability insurance records, pension plans, or wills.Importance 3.8
- Monitor financial market trends to ensure that client plans are responsive.Importance 3.6
- Recruit and maintain client bases.Importance 3.5
- Meet with clients' other advisors, such as attorneys, accountants, trust officers, or investment bankers, to fully understand clients' financial goals and circumstances.Importance 3.4
- Devise debt liquidation plans that include payoff priorities and timelines.Importance 3.4
- Open accounts for clients, and disburse funds from accounts to creditors as agent for clients.Importance 3.9
- Inform clients about tax benefits, government rebates, or other financial benefits of alternative-fuel vehicle purchases or energy-efficient home construction, improvements, or remodeling.Importance 2.8
- Recommend environmentally responsible investments, such as cleantech, alternative energy, or conservation technologies, companies, or funds.Importance 2.6
- Conduct seminars or workshops on financial planning topics, such as retirement planning, estate planning, or the evaluation of severance packages.Importance 2.1
Knowledge
Bodies of knowledge the work draws on.
- Customer and Personal ServiceImportance 4.4Level 5.4Level 4 looks like: Be responsible for 10 children at daycare
- Economics and AccountingImportance 4.1Level 4.5Level 4 looks like: Develop financial investment programs for individual clients
- English LanguageImportance 3.9Level 4.4Level 4 looks like: Edit an article for a news website
- MathematicsImportance 3.7Level 4.6Level 4 looks like: Analyze data to determine areas with the highest sales
- PsychologyImportance 3.1Level 3.7Level 4 looks like: Understand the impact of alcohol on human responses
- Administration and ManagementImportance 2.9Level 4.0Level 4 looks like: Monitor progress of a project to ensure timely completion
- Computers and ElectronicsImportance 2.9Level 3.7Level 4 looks like: Use a computer to format a document
- Sales and MarketingImportance 2.9Level 3.9Level 4 looks like: Introduce clients to a new line of products
Show all 33
- Law and GovernmentImportance 2.7Level 2.8
- AdministrativeImportance 2.6Level 3.9Level 4 looks like: Type 30 words per minute
- Communications and MediaImportance 2.6Level 2.7
- Education and TrainingImportance 2.5Level 3.2Level 4 looks like: Lead a quality improvement seminar
- Therapy and CounselingImportance 2.4Level 3.0Level 4 looks like: Provide job counseling to the unemployed
- Personnel and Human ResourcesImportance 2.2Level 2.7
- TelecommunicationsImportance 2.0Level 0.9Level 1 looks like: Send an email
- Production and ProcessingImportance 1.6Level 0.9Level 1 looks like: Put a computer back into its packing materials
- Engineering and TechnologyImportance 1.5Level 1.0Level 1 looks like: Install a door lock
- Sociology and AnthropologyImportance 1.5Level 1.0Level 1 looks like: Identify two cultures in a story as being different
- Philosophy and TheologyImportance 1.4Level —
- GeographyImportance 1.3Level 1.0Level 1 looks like: Know the capital of the United States
- History and ArcheologyImportance 1.3Level 0.9Level 1 looks like: Take a class in US history
- DesignImportance 1.2Level —
- Public Safety and SecurityImportance 1.2Level —
- Fine ArtsImportance 1.1Level —
- Foreign LanguageImportance 1.1Level —
- BiologyImportance 1.0Level —
- Building and ConstructionImportance 1.0Level —
- ChemistryImportance 1.0Level —
- Food ProductionImportance 1.0Level —
- MechanicalImportance 1.0Level —
- Medicine and DentistryImportance 1.0Level —
- PhysicsImportance 1.0Level —
- TransportationImportance 1.0Level —
Abilities
Enduring capacities the work calls for.
- Oral ComprehensionImportance 4.0Level 4.0Level 4 looks like: Understand a coach's oral instructions for a sport
- Oral ExpressionImportance 4.0Level 4.5Level 4 looks like: Give instructions to a lost motorist
- Speech ClarityImportance 4.0Level 3.9Level 4 looks like: Make stadium-wide announcements during a sporting event
- Written ComprehensionImportance 4.0Level 4.0Level 4 looks like: Understand an apartment lease
- Inductive ReasoningImportance 3.9Level 4.0Level 4 looks like: Determine the prime suspect based on crime scene evidence
- Deductive ReasoningImportance 3.8Level 4.6Level 5 looks like: Decide what factors to consider in selecting stocks
- Near VisionImportance 3.8Level 4.1Level 5 looks like: Read the fine print of a legal document
- Number FacilityImportance 3.8Level 4.1Level 5 looks like: Compute the interest payment that should be generated from an investment
Show all 52
- Written ExpressionImportance 3.8Level 4.0Level 4 looks like: Write a job recommendation for a subordinate
- Mathematical ReasoningImportance 3.6Level 3.6Level 4 looks like: Decide how to calculate profits to determine the amounts of yearly bonuses
- Problem SensitivityImportance 3.6Level 4.0Level 4 looks like: Notice from a subtle difference in a client's mood that something is bothering them
- Speech RecognitionImportance 3.6Level 3.9Level 4 looks like: Identify a former customer's voice over the phone
- Information OrderingImportance 3.4Level 3.3Level 2 looks like: Follow the correct steps to make change
- Fluency of IdeasImportance 3.1Level 3.4Level 4 looks like: Think of as many ideas as possible for the name of a new company
- Category FlexibilityImportance 3.0Level 3.0Level 3 looks like: Classify flowers according to size, color, and smell
- OriginalityImportance 3.0Level 3.0Level 2 looks like: Use a credit card to open a locked door
- Perceptual SpeedImportance 2.9Level 2.8Level 2 looks like: Sort mail according to ZIP codes with no time pressure
- Selective AttentionImportance 2.9Level 2.6Level 2 looks like: Answer a business call with coworkers talking nearby
- Flexibility of ClosureImportance 2.8Level 2.9Level 2 looks like: Detect that your phone is ringing while at a concert
- MemorizationImportance 2.6Level 2.6
- Speed of ClosureImportance 2.6Level 2.6Level 3 looks like: Recognize a song after hearing only the first few notes
- Time SharingImportance 2.6Level 2.5Level 2 looks like: Listen to music while entering numbers into a spreadsheet
- Far VisionImportance 2.5Level 2.4Level 2 looks like: Read a roadside billboard
- VisualizationImportance 2.0Level 1.9Level 2 looks like: Imagine how to place paper in a printer so that the letterhead comes out on top
- Auditory AttentionImportance 1.8Level 1.1Level 2 looks like: Listen to a lecture while people nearby are talking
- Trunk StrengthImportance 1.8Level 1.1Level 2 looks like: Sit up in an office chair
- Visual Color DiscriminationImportance 1.8Level 1.5Level 1 looks like: Separate laundry into colors and whites
- Hearing SensitivityImportance 1.6Level 0.8
- Wrist-Finger SpeedImportance 1.5Level 0.5
- Depth PerceptionImportance 1.4Level 0.4
- Finger DexterityImportance 1.4Level 0.4
- Arm-Hand SteadinessImportance 1.0Level —
- Control PrecisionImportance 1.0Level —
- Dynamic FlexibilityImportance 1.0Level —
- Dynamic StrengthImportance 1.0Level —
- Explosive StrengthImportance 1.0Level —
- Extent FlexibilityImportance 1.0Level —
- Glare SensitivityImportance 1.0Level —
- Gross Body CoordinationImportance 1.0Level —
- Gross Body EquilibriumImportance 1.0Level —
- Manual DexterityImportance 1.0Level —
- Multilimb CoordinationImportance 1.0Level —
- Night VisionImportance 1.0Level —
- Peripheral VisionImportance 1.0Level —
- Rate ControlImportance 1.0Level —
- Reaction TimeImportance 1.0Level —
- Response OrientationImportance 1.0Level —
- Sound LocalizationImportance 1.0Level —
- Spatial OrientationImportance 1.0Level —
- Speed of Limb MovementImportance 1.0Level —
- StaminaImportance 1.0Level —
- Static StrengthImportance 1.0Level —
Work activities
Kinds of activity the work is made of.
- Getting InformationImportance 4.8Level 5.4Level 4 looks like: Review a budget
- Analyzing Data or InformationImportance 4.7Level 5.6
- Establishing and Maintaining Interpersonal RelationshipsImportance 4.6Level 5.4Level 4 looks like: Maintain good working relationships with almost all coworkers and clients
- Making Decisions and Solving ProblemsImportance 4.6Level 5.6
- Working with ComputersImportance 4.6Level 3.9Level 4 looks like: Write software for keeping track of parts in inventory
- Processing InformationImportance 4.5Level 5.5Level 4 looks like: Calculate the adjustments for insurance claims
- Updating and Using Relevant KnowledgeImportance 4.5Level 5.5Level 4 looks like: Keep current on changes in maintenance procedures for repairing sports cars
- Communicating with People Outside the OrganizationImportance 4.2Level 5.4Level 4 looks like: Present information to potential clients about available services
Show all 41
- Interpreting the Meaning of Information for OthersImportance 4.2Level 4.5Level 4 looks like: Interpret how foreign tax laws apply to U.S. exports
- Documenting/Recording InformationImportance 4.0Level 4.3Level 4 looks like: Document the results of a crime scene investigation
- Evaluating Information to Determine Compliance with StandardsImportance 4.0Level 4.4Level 4 looks like: Evaluate a complicated insurance claim for compliance with policy terms
- Organizing, Planning, and Prioritizing WorkImportance 4.0Level 5.2Level 4 looks like: Plan and adjust a personal to-do list according to changing demands
- Providing Consultation and Advice to OthersImportance 4.0Level 5.0Level 4 looks like: Recommend a new software package to increase operational efficiency
- Developing Objectives and StrategiesImportance 3.9Level 4.6Level 4 looks like: Develop the plan to complete the merger of two organizations over a 3-year period
- Communicating with Supervisors, Peers, or SubordinatesImportance 3.8Level 4.3Level 4 looks like: Report the results of a sales meeting to a supervisor
- Performing for or Working Directly with the PublicImportance 3.5Level 3.9Level 4 looks like: Sell shoes in a crowded shoe store
- Scheduling Work and ActivitiesImportance 3.5Level 4.1Level 4 looks like: Prepare the work schedule for salesclerks in a large retail store
- Identifying Objects, Actions, and EventsImportance 3.4Level 3.7Level 4 looks like: Judge the suitability of food products for an event
- Selling or Influencing OthersImportance 3.4Level 4.2Level 4 looks like: Make a sales pitch to convince others to buy a product
- Thinking CreativelyImportance 3.4Level 4.3Level 4 looks like: Adapt popular music for a high school marching band
- Assisting and Caring for OthersImportance 3.3Level 3.6Level 4 looks like: Help a medical patient find in-home assistance or healthcare
- Performing Administrative ActivitiesImportance 3.2Level 4.4Level 4 looks like: Complete tax forms for a small business
- Training and Teaching OthersImportance 3.2Level 4.1Level 4 looks like: Teach a social sciences course to high school students
- Coaching and Developing OthersImportance 3.1Level 4.3Level 4 looks like: Provide on-the-job training for administrative workers
- Estimating the Quantifiable Characteristics of Products, Events, or InformationImportance 3.1Level 3.4Level 4 looks like: Estimate the time required to evacuate a city in the event of a major disaster
- Judging the Qualities of Objects, Services, or PeopleImportance 3.1Level 3.6Level 4 looks like: Determine the value of property lost in a fire
- Developing and Building TeamsImportance 3.0Level 3.1Level 4 looks like: Lead an assembly team in an automobile plant
- Guiding, Directing, and Motivating SubordinatesImportance 3.0Level 3.7Level 4 looks like: Manage a small team of employees in a dynamic workplace
- Resolving Conflicts and Negotiating with OthersImportance 3.0Level 3.9Level 4 looks like: Get two subordinates to agree about vacation schedules
- Monitoring Processes, Materials, or SurroundingsImportance 2.9Level 3.2Level 4 looks like: Test electrical circuits
- Coordinating the Work and Activities of OthersImportance 2.8Level 3.3Level 4 looks like: Organize the cleanup crew after a major sporting event
- Monitoring and Controlling ResourcesImportance 2.4Level 3.4Level 4 looks like: Work as a chef responsible for ordering food for the menu
- Staffing Organizational UnitsImportance 2.1Level 2.5Level 1 looks like: Work in a position that has minimal staffing requirements
- Repairing and Maintaining Electronic EquipmentImportance 1.2Level —
- Handling and Moving ObjectsImportance 1.1Level —
- Inspecting Equipment, Structures, or MaterialsImportance 1.1Level —
- Operating Vehicles, Mechanized Devices, or EquipmentImportance 1.1Level —
- Performing General Physical ActivitiesImportance 1.1Level —
- Controlling Machines and ProcessesImportance 1.0Level —
- Drafting, Laying Out, and Specifying Technical Devices, Parts, and EquipmentImportance 1.0Level —
- Repairing and Maintaining Mechanical EquipmentImportance 1.0Level —
Work context
The conditions most characteristic of the work, on O*NET's 1–5 context scale.
Technology
102 toolsSoftware used in this work. In demand: among the tools job postings for this occupation name most. Hot: often named in job postings across the economy.
In demand (3)
- Microsoft Excelhot
- Microsoft Office softwarehot
- Microsoft PowerPointhot
Hot (9; 3 more marked hot above)
- Microsoft Access
- Microsoft Outlook
- Microsoft Project
- Microsoft SQL Server
- Microsoft Visual Basic
- Microsoft Word
- Salesforce software
- Structured query language SQL
- Swift
Other tools (90)
- ACT! ACT4Advisors
- Advent Axys
- AdviceAmerica AdvisorVision
- Advisory World ICE
- ASI Client Acquisition Solution
- Asset allocation software
- Automatic Data Processing ProxyEdge
- Brentmark Stock Option Risk Analyzer
- Cabinet NG CNG-SAFE
- Cheshire Financial Planning Suite
- ComplianceMAX
- Corel QuattroPro
- Cygnus IncomeMax
- DataViz Beyond Contacts
- Education planning software
- EISI NaviPlan
- eMoneyAdvisor AdvisorPlatform
- Estate Capitol Needs Analysis
- Estate planning software
- ExpenseWatch
- EZ-Data Client Data System
- FileMaker Pro
- Finance Logix Education Planner
- Finance Logix Insurance Planner
- Finance Logix Retirement Planner
- Financeware AASim
- Financeware Finance File Manager
- Financeware WealthSimulator
- Financial Planning Consultants Practice Builder
- Financial planning presentation software
- Financial planning software
- Financial Profiles Profiles+ Professional
- Financial report generation software
- Fund accounting software
- Getting Things Done GTD software
- Host Analytics Host Budget
- Ibbotson Analyst
- Ibbotson Portfolio Strategist
- IBM Domino
- IBM Lotus 1-2-3
- Impact PlanLabX3
- IMPACT Wealth Distribution Analysis
- Investigo
- Investment and business valuation template software
- Investment tracking software
- J&L Financial Planner
- Junxure CRM Software
- MasterPlan
- Microsoft Business Contact Manager
- Microsoft Dynamics
- Microsoft Money
- MoneyTree Silver Financial Planner (financial analysis feature)
- MoneyTree Silver Financial Planner (presentation feature)
- Monte Carlo simulation software
- Morningstar Principia
- Needs analysis software
- Net Worth Strategies Stock Opter Pro
- Optima IAS
- Oracle E-Business Suite Financials
- Oracle Hyperion
- Oracle PeopleSoft Financials
- PIE Technologies MoneyGuidePro
- Pimlico Software DateBk
- PlanPlus Pro
- PlanScan Portfolio Pathfinder
- Portfolio management software
- Practice management software PMS
- ProTracker Advantage
- Quicken
- Redtail Technology Our Business Online
- Retirement planning software
- Sage 50 Accounting
- Sawhney ExecPlan
- ScanSoft PaperPort Pro
- ScenarioNow RetireNow
- SunGard Frontier
- SunGard LockBox
- 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
- Web browser software
- Web Information Solutions Pocket Informant
- World Software Corporation Worldox
Related occupations
O*NET's own list of the occupations most related to this one, closest first.
ESCO equivalents
From the official ESCO–O*NET crosswalk, strongest match first. A broader occupation takes in this one; a narrower one is a part of it.
Closest occupations
Compare any occupation →Other O*NET occupations whose importance ratings on the 35 skills both rate are nearest to this one's, with the biggest differences named. A plain rule, not a hidden score.
Cost Estimators
Average difference 0.2 points · Management of Material Resources +0.9, Service Orientation −0.8
O*NET · Zone 4 · Compare
Compensation and Benefits Managers
Average difference 0.2 points · Management of Personnel Resources +1.5, Mathematics −0.6
O*NET · Zone 4 · Compare
Credit Counselors
Average difference 0.2 points · Management of Financial Resources −0.8, Operations Analysis −0.6
O*NET · Zone 4 · Compare
Fundraisers
Average difference 0.2 points · Negotiation +0.9, Coordination +0.8
O*NET · Zone 4 · Compare
Compensation, Benefits, and Job Analysis Specialists
Average difference 0.2 points · Management of Financial Resources −0.9, Management of Personnel Resources +0.8
O*NET · Zone 4 · Compare
Equal Opportunity Representatives and Officers
Average difference 0.2 points · Management of Financial Resources −1.5, Mathematics −1.1
O*NET · Zone 4 · Compare
Securities, Commodities, and Financial Services Sales Agents
Average difference 0.2 points · Management of Personnel Resources +0.7, Reading Comprehension −0.6
O*NET · Zone 4 · Compare
Investment Fund Managers
Average difference 0.2 points · Management of Personnel Resources +0.8, Service Orientation −0.7
O*NET · Zone 5 · Compare
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This page includes information from the O*NET 31.0 Database by the U.S. Department of Labor, Employment and Training Administration (USDOL/ETA), used under the CC BY 4.0 license; O*NET® is a trademark of USDOL/ETA. ESCO occupations and skills are from the European Commission's ESCO classification, and the occupation crosswalk is the official ESCO–O*NET mapping by the ESCO Secretariat with USDOL/ETA. This service uses the ESCO classification of the European Commission. BlissPoint Analytics has modified all or some of this information: skill, task and descriptor ratings are rounded to one decimal, and ESCO occupations show Job Zone and interests copied from a crosswalked O*NET occupation. USDOL/ETA has not approved, endorsed, or tested these modifications.