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Occupation Atlasfinancial planner

ESCO · http://data.europa.eu/esco/occupation/21de0f3b-a71a-4263-a9ba-90c5f3721b4d

financial planner

Financial planners assist people dealing with various personal financial issues. They are specialised in financial planning, such as retirement planning, investment planning, risk management and insurance planning, and tax planning. They advise a strategy tailored to the client's needs. They ensure the accuracy of bank and other financial records while maintaining a customer-orientated approach and following ethical standards.

Job Zone 4 — Considerable Preparation NeededHolland code ECS67 skills on file

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Job Zone

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  2. 2
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  4. 4
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Zone 4: Considerable Preparation Needed

Considerable preparation. Usually a bachelor's degree plus several years of work-related experience, knowledge, or training.

Job Zone is O*NET's rating of how much education, experience and training an occupation typically needs — a property of the work, not of anyone doing it.

Occupational interest profile

ECSEnterprising · Conventional · Social — the three strongest interests, in order

  • E Enterprising5.85
  • C Conventional5.61
  • S Social4.07
  • I Investigative3.27
  • A Artistic1.69
  • R Realistic1.00

RIASEC (Holland) interests on O*NET's 0–7 scale: what the work draws on, not what any individual prefers. Hover a row for what each dimension means.

Job Zone and interest data are borrowed from Personal Financial Advisors (13-2052.00): in the official ESCO–O*NET crosswalk, its exact O*NET match, and the best-ranked match that has them. ESCO doesn't publish them directly.

Typically associated skills

Essential (23)

ESCO's essential and optional tags describe how its taxonomy relates a skill to this occupation. They are not the essential functions of a job under the ADA, which an employer determines for its own role.

Optional (44)

O*NET equivalents

From the official ESCO–O*NET crosswalk, strongest match first. A broader occupation takes in this one; a narrower one is a part of it.

Closest occupations

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ESCO occupations that share the most of this occupation's 23 essential skills. A plain count, not a hidden score.

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This page includes information from the O*NET 31.0 Database by the U.S. Department of Labor, Employment and Training Administration (USDOL/ETA), used under the CC BY 4.0 license; O*NET® is a trademark of USDOL/ETA. ESCO occupations and skills are from the European Commission's ESCO classification, and the occupation crosswalk is the official ESCO–O*NET mapping by the ESCO Secretariat with USDOL/ETA. This service uses the ESCO classification of the European Commission. BlissPoint Analytics has modified all or some of this information: skill, task and descriptor ratings are rounded to one decimal, and ESCO occupations show Job Zone and interests copied from a crosswalked O*NET occupation. USDOL/ETA has not approved, endorsed, or tested these modifications.