Click this link to view O*NET’s Tasks section for Personal Financial Advisors. Note that common tasks are listed toward the top, and less common tasks are listed toward the bottom. According to O*NET, what are some common tasks performed by Personal Financial Advisors? Check all that apply.storing money in a bank for clients interviewing clientsanalyzing client risk to determine whether to offer a loanrecommending strategies to help clients achieve their financial goalsprocessing clients’ insurance claimsanswering clients’ questions
Answer
A
storing money in a bank for clients
B
interviewing clients
C
analyzing client risk to determine whether to offer a loan
D
recommending strategies to help clients achieve their financial goals
E
processing clients’ insurance claims
F
answering clients’ questions
Explanation
Personal Financial Advisors commonly interview clients to learn about their finances and goals, recommend strategies to help clients meet those goals, and answer clients’ questions. Storing money, deciding whether to offer a loan, and processing insurance claims are tasks more associated with other financial occupations.
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