Standard Occupational Classification

CAUTION:

The information on this page relates to the 2000 SOC, for more recent information, see the 2010 SOC System.


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 26, 2009