Also called: Certified Financial Planner (CFP), Financial Advisor, Financial Planner, Portfolio Manager
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.
Business
Arts and Humanities
Math and Science
Safety and Government
Basic Skills
Problem Solving
People and Technology Systems
Verbal
Math
Ideas and Logic
Enterprising
People interested in this work like activities that include leading, making decisions, and business.
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