Preparation
| Item | Value |
|---|---|
| Preparation zone | Zone 4 – Considerable preparation needed |
| What O*NET says the zone requires | Considerable skill, knowledge, or experience is needed |
| Broad occupation in O*NET | True (Yes) |
| Skills listed for this occupation | 6 |
| Abilities listed for this occupation | 6 |
| Tasks listed for this occupation | 5 |
| Interest scores given for this occupation | 6 |
Skills
The 6 skills with the highest importance values in this occupation's records.
| Skill | O*NET element | Importance | Date |
|---|---|---|---|
| Active Listening | 2.A.1.b | 4.12 | 08/2024 |
| Reading Comprehension | 2.A.1.a | 4.12 | 08/2024 |
| Speaking | 2.A.1.d | 4.0 | 08/2024 |
| Writing | 2.A.1.c | 3.88 | 08/2024 |
| Critical Thinking | 2.A.2.a | 3.75 | 08/2024 |
| Complex Problem Solving | 2.B.2.i | 3.62 | 08/2024 |
The importance value is what each record itself carries on O*NET's importance scale; the date is the date in each record.
Abilities
The 6 abilities with the highest importance values in this occupation's records.
| Ability | O*NET element | Importance | Date |
|---|---|---|---|
| Oral Comprehension | 1.A.1.a.1 | 4.0 | 08/2024 |
| Oral Expression | 1.A.1.a.3 | 4.0 | 08/2024 |
| Speech Clarity | 1.A.4.b.5 | 4.0 | 08/2024 |
| Written Comprehension | 1.A.1.a.2 | 4.0 | 08/2024 |
| Inductive Reasoning | 1.A.1.b.5 | 3.88 | 08/2024 |
| Deductive Reasoning | 1.A.1.b.4 | 3.75 | 08/2024 |
The importance value is what each record itself carries on O*NET's importance scale; the date is the date in each record.
Tasks
The tasks O*NET records for this occupation, with the type, respondent count and date each record carries.
| Task | Type | Incumbents responding | Date |
|---|---|---|---|
| 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. | Core | 26 | 08/2024 |
| Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives. | Core | 26 | 08/2024 |
| Answer clients' questions about the purposes and details of financial plans and strategies. | Core | 26 | 08/2024 |
| Review clients' accounts and plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment. | Core | 26 | 08/2024 |
| Manage client portfolios, keeping client plans up-to-date. | Core | 26 | 08/2024 |
Work interests
The interest scores O*NET gives this occupation, on the six interest types.
| Interest | Score | Date |
|---|---|---|
| Enterprising | 5.88 | 11/2023 |
| Conventional | 5.58 | 11/2023 |
| Social | 4.2 | 11/2023 |
| Investigative | 3.17 | 11/2023 |
| Artistic | 1.74 | 11/2023 |
| Realistic | 1.0 | 11/2023 |