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Detailed list of broad 13-2050
Financial Analysts and Advisors
This is the Detailed list, click the SOC code, you can browse Detailed details.
SOC Code | SOC Title | SOC Definition |
---|---|---|
13-2051 | 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). |
13-2052 | 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). |
13-2053 | Insurance Underwriters | Review individual applications for insurance to evaluate degree of risk involved and determine acceptance of applications. |
13-2054 | 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). |