Roles · Finance and mortgages
AI financial counselor
Analyses client financial information to determine strategies for meeting financial objectives and recommends financial products.
Financial counselor · What it does
Three tasks it takes off your hands
- Analyse financial information to determine strategies for meeting objectives.
- Recommend financial products such as stocks, bonds, mutual funds, or insurance.
- Review accounts and plans regularly to determine need for reassessment.
Where these come from
The tasks of “Personal Financial Advisors” (O*NET 13-2052.00), as O*NET lists them:
- Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.
- Recommend financial products, such as stocks, bonds, mutual funds, or insurance.
- Review clients' accounts and plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment.
Financial counselor · Tools and industries
It works in the tools you already use
- Microsoft Excel
- Microsoft Office software
- Microsoft PowerPoint
- Microsoft Access
- Microsoft Outlook
- Microsoft Project
Industries it fits
Hire this roleRole facts from O*NET 31.0 Database (U.S. Department of Labor, Employment and Training Administration (USDOL/ETA), CC BY 4.0), written in our words. Sources and credits
