Standard Occupational Classification


13-2052 Personal Financial Advisors

Advise clients on financial plans utilizing 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 to establish investment strategies.

Financial Analysts and Advisors (broad occupation)

Financial Specialists (minor group)

Business and Financial Operations Occupations (major group)

List of SOC Major Groups

SOC User Guide

Last Modified Date: October 16, 2001