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TASK
Personal Financial Advisors
ID
work_business_financial/personal_financial_advisors
Type
TASK
Children
21
Child Nodes (21)
ATOMIC
Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan.
ATOMIC
Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.
ATOMIC
Answer clients' questions about the purposes and details of financial plans and strategies.
ATOMIC
Review clients' accounts and plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment.
ATOMIC
Manage client portfolios, keeping client plans up-to-date.
ATOMIC
Recommend to clients strategies in cash management, insurance coverage, investment planning, or other areas to help them achieve their financial goals.
ATOMIC
Recommend financial products, such as stocks, bonds, mutual funds, or insurance.
ATOMIC
Implement financial planning recommendations, or refer clients to someone who can assist them with plan implementation.
ATOMIC
Contact clients periodically to determine any changes in their financial status.
ATOMIC
Prepare or interpret for clients information, such as investment performance reports, financial document summaries, or income projections.
ATOMIC
Explain to clients the personal financial advisor's responsibilities and the types of services to be provided.
ATOMIC
Investigate available investment opportunities to determine compatibility with client financial plans.
ATOMIC
Guide clients in the gathering of information, such as bank account records, income tax returns, life and disability insurance records, pension plans, or wills.
ATOMIC
Monitor financial market trends to ensure that client plans are responsive.
ATOMIC
Recruit and maintain client bases.
ATOMIC
Meet with clients' other advisors, such as attorneys, accountants, trust officers, or investment bankers, to fully understand clients' financial goals and circumstances.
ATOMIC
Devise debt liquidation plans that include payoff priorities and timelines.
ATOMIC
Open accounts for clients, and disburse funds from accounts to creditors as agent for clients.
ATOMIC
Inform clients about tax benefits, government rebates, or other financial benefits of alternative-fuel vehicle purchases or energy-efficient home construction, improvements, or remodeling.
ATOMIC
Recommend environmentally responsible investments, such as cleantech, alternative energy, or conservation technologies, companies, or funds.
ATOMIC