Occupational Information Network - Standard Occupational Classification - United States
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.
Level 11 cross-system mapping
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- >13-2052.00 Personal Financial Advisors
- >13-2052.00 Personal Financial Advisors
13-2052.00 in other classification systems
Equivalent and related codes across 1 other system. Click any code to see its full definition, hierarchy, and crosswalks.
Frequently asked questions
- What is O*NET-SOC 13-2052.00?
- O*NET-SOC 13-2052.00 is "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.
- How does O*NET-SOC 13-2052.00 map to other classification systems?
- 13-2052.00 Personal Financial Advisors has equivalents in SOC 2018 (13-2052). These crosswalks let you translate this code between O*NET-SOC and 1 other classification system.
- What is the parent category of 13-2052.00?
- 13-2052.00 Personal Financial Advisors sits under 13-2052.00 Personal Financial Advisors in the O*NET-SOC hierarchy.
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