ISCO-08 2412 to SOC 2018
Crosswalk mapping from ISCO-08 2412 "Financial and Investment Advisers" to SOC 2018. 2 official equivalences.
ISCO-08 2412 in SOC 2018
Each entry is an official equivalence edge. Click to see the full SOC 2018 definition, hierarchy, and its own crosswalks.
About ISCO-08 2412
2412 Financial and Investment AdvisersFinancial and investment advisers develop financial plans for individuals and organizations, and invest and manage funds on their behalf. Tasks include - (a) building and maintaining a client base; (b) interviewing clients to determine financial status and objectives, risk tolerance and other information needed to develop financial plans and investment strategies; (c) setting financial objectives, and developing and implementing strategies for achieving them; (d) arranging to buy and sell stocks and bonds for clients; (e) monitoring investment performance, and reviewing and revising investment plans based on modified needs and changes in markets; (f) recommending and arranging insurance cover for clients. Examples of the occupations classified here: - Estate planner - Financial planner - Investment adviser.