SOC 13-2052: Personal Financial Advisors
Advise clients on financial plans using 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. May also buy and sell financial assets for clients.
Part of 13-0000 Business and Financial Operations Occupations 13-2000 Financial Specialists 13-2050 Financial Analysts and Advisors
SOC 13-2052 links to 3 CIP 2020 programs in the NCES and BLS crosswalk.
- 3CIP 2020 programs
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Questions about this crosswalk
Which programs match SOC 13-2052?
SOC 13-2052 links to 3 CIP 2020 programs in the NCES and BLS crosswalk. The match list on this page links each program.
Does this crosswalk show which degree a worker needs?
No. A SOC to CIP match lists instructional programs related to the occupation. It does not say which credential a worker holds, and it is not an employment count.
Official crosswalk: NCES and BLS, CIP 2020 to SOC 2018. NCES CIP 2020.