code | broadGroup | title | definition | STEMGroups | jobs |
---|---|---|---|---|---|
13-2051 | Financial Analysts and Advisors | Financial and Investment Analysts | Conduct quantitative analyses of information involving investment programs or financial data of public or private institutions, including valuation of businesses. Excludes “Budget Analysts” (13-2031), “Financial Risk Specialists” (13-2054), and “Securities, Commodities, and Financial Services Sales Agents” (41-3031). | View relation | View relation |
13-2052 | Financial Analysts and Advisors | 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. Excludes “Securities, Commodities, and Financial Services Sales Agents” (41-3031). | View relation | View relation |
13-2053 | Financial Analysts and Advisors | Insurance Underwriters | Review individual applications for insurance to evaluate degree of risk involved and determine acceptance of applications. | View relation | View relation |
13-2054 | Financial Analysts and Advisors | Financial Risk Specialists | Analyze and measure exposure to credit and market risk threatening the assets, earning capacity, or economic state of an organization. May make recommendations to limit risk. Excludes “Credit Analysts” (13-2041). | View relation | View relation |