Roles · Finance and mortgages

AI financial life planner

Analyses financial information to determine strategies for meeting clients' financial objectives and manages client portfolios.

Teuila Green“I review accounts and manage portfolios to keep plans up to date.”An example character, not a real person.
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Financial life planner · What it does

Three tasks it takes off your hands

  1. Analyse financial information to determine strategies for meeting clients' financial objectives.
  2. Review clients' accounts and plans regularly to determine whether reassessment is needed.
  3. Manage client portfolios and keep client plans up to date.
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.
  • Review clients' accounts and plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment.
  • Manage client portfolios, keeping client plans up-to-date.

Financial life planner · 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

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Role 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

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