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Click this link to view O*NET's Tasks section for Personal Financial Advisors. Note that common tasks are listed

toward the top, and less common tasks are listed toward the bottom According to O*NET, what are some common
tasks performed by Personal Financial Advisors? Check all that apply.
storing money in a bank for clients
interviewing clients
analyzing client risk to determine whether to offer a loan
recommending strategies to help clients achieve their financial goals
processing clients' insurance claims
answering clients' questions

2 Answers

5 votes

Final answer:

Some common tasks performed by Personal Financial Advisors include interviewing clients, analyzing client risk, recommending strategies to achieve financial goals, and answering clients' questions.

Step-by-step explanation:

According to O*NET, some common tasks performed by Personal Financial Advisors include:

  • Interviewing clients: Personal Financial Advisors meet with clients to gather information about their financial needs and goals.
  • Analyzing client risk to determine whether to offer a loan: Advisors assess a client's financial situation and determine the level of risk involved in lending money.
  • Recommending strategies to help clients achieve their financial goals: Advisors provide advice and guidance on how to improve financial situations and achieve specific goals.
  • Answering clients' questions: Advisors respond to inquiries and provide clarification on financial matters.
User Elim Garak
by
9.1k points
1 vote

Answer: interviewing clients, recommending strategies to help clients achieve their financial goals answering clients’ questions

Step-by-step explanation:

I just did the asignment

User Jonshot
by
9.1k points
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