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"Personal Financial Advisor"
Job Description - Part 2 - Typical Daily Activities

Part 1
Duties / Tasks
Part 2
Activities
Part 3
Skills
Part 4
Abilities
Part 5
Knowledge

Job Activities for: "Personal Financial Advisor"

1) Communicating with Persons Outside Organization -- Communicating with people outside the organization, representing the organization to customers, the public, government, and other external sources. This information can be exchanged in person, in writing, or by telephone or e-mail.


2) Processing Information -- Compiling, coding, categorizing, calculating, tabulating, auditing, or verifying information or data.


3) Analyzing Data or Information -- Identifying the underlying principles, reasons, or facts of information by breaking down information or data into separate parts.


4) Getting Information -- Observing, receiving, and otherwise obtaining information from all relevant sources.


5) Documenting/Recording Information -- Entering, transcribing, recording, storing, or maintaining information in written or electronic/magnetic form.


6) Provide Consultation and Advice to Others -- Providing guidance and expert advice to management or other groups on technical, systems-, or process-related topics.


7) Identifying Objects, Actions, and Events -- Identifying information by categorizing, estimating, recognizing differences or similarities, and detecting changes in circumstances or events.


8) Evaluating Information to Determine Compliance with Standards -- Using relevant information and individual judgment to determine whether events or processes comply with laws, regulations, or standards.


9) Interpreting the Meaning of Information for Others -- Translating or explaining what information means and how it can be used.


10) Making Decisions and Solving Problems -- Analyzing information and evaluating results to choose the best solution and solve problems.


11) Developing Objectives and Strategies -- Establishing long-range objectives and specifying the strategies and actions to achieve them.


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12) Establishing and Maintaining Interpersonal Relationships -- Developing constructive and cooperative working relationships with others, and maintaining them over time.


13) Assisting and Caring for Others -- Providing personal assistance, medical attention, emotional support, or other personal care to others such as coworkers, customers, or patients.


14) Performing for or Working Directly with the Public -- Performing for people or dealing directly with the public. This includes serving customers in restaurants and stores, and receiving clients or guests.


15) Performing Administrative Activities -- Performing day-to-day administrative tasks such as maintaining information files and processing paperwork.


16) Communicating with Supervisors, Peers, or Subordinates -- Providing information to supervisors, co-workers, and subordinates by telephone, in written form, e-mail, or in person.


17) Estimating the Quantifiable Characteristics of Products, Events, or Information -- Estimating sizes, distances, and quantities; or determining time, costs, resources, or materials needed to perform a work activity.


18) Monitoring and Controlling Resources -- Monitoring and controlling resources and overseeing the spending of money.


19) Updating and Using Relevant Knowledge -- Keeping up-to-date technically and applying new knowledge to your job.


20) Training and Teaching Others -- Identifying the educational needs of others, developing formal educational or training programs or classes, and teaching or instructing others.


Job Description for "Personal Financial Advisor" continued here...

Part 1
Duties / Tasks
Part 2
Activities
Part 3
Skills
Part 4
Abilities
Part 5
Knowledge


"Personal Financial Advisor"   Holland / RIASEC Career Code:  S-E-C        SOC:  13-2052.00


 

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