De Personal Financial Advisors a …
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.
Habilidades típicas de esta ocupación (O*NET)
Customer and Personal ServiceActive ListeningReading ComprehensionEconomics and AccountingSpeakingEnglish LanguageWritingCritical Thinking
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Financial and Investment Analysts
Muy parecida6 anuncios activos en JOBUS en California
- Acquisition and Cataloging Specialist · California State University · Seaside, CA
- Financial Aid Analyst · California State University · Sacramento, CA
- Senior Financial Aid Analyst · California State University · Sacramento, CA
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Credit Counselors
Muy parecida✓ Habilidades comunes en ambos puestos
Customer and Personal Service, English Language, Speaking, Critical Thinking, Reading Comprehension, Active Listening
＋ Habilidades que suele convenir agregar
AdministrativeActive LearningEducation and Training
1 anuncio activo en JOBUS en California
- Financial Aid Counselor · California State University · Seaside, CA
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✓ Habilidades comunes en ambos puestos
Customer and Personal Service, Economics and Accounting, English Language, Active Listening, Critical Thinking, Mathematics
＋ Habilidades que suele convenir agregar
Sales and MarketingMonitoringActive LearningPersuasionComputers and Electronics
2 anuncios activos en JOBUS en California
- Financial Representative · California State University · Sacramento, CA
- Financial Aid Specialist (SSP IA) · California State University · Sacramento, CA
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Investment Fund Managers
Muy parecida✓ Habilidades comunes en ambos puestos
Economics and Accounting, English Language, Mathematics, Critical Thinking, Active Listening, Reading Comprehension
＋ Habilidades que suele convenir agregar
9 anuncios activos en JOBUS en California
- SUPERVISORY AUDITOR (INFORMATION TECHNOLOGY) · Environmental Protection Agency · Chicago, IL
- Controller · California State University · Turlock, CA
- Supervisory Auditor (FAO Supervisor) · Defense Contract Audit Agency · Folsom, CA
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Loan Officers
Parecida✓ Habilidades comunes en ambos puestos
Customer and Personal Service, Active Listening, Speaking, Judgment and Decision Making, Reading Comprehension, Economics and Accounting
＋ Habilidades que suele convenir agregar
Sales and MarketingLaw and Government
5 anuncios activos en JOBUS en California
- Institutional Grant Coordinator/Financial Aid Advisor · California State University · Bakersfield, CA
- FINANCIAL TECHNICIAN · Bureau of Naval Personnel · Millington, TN
- Financial Aid Operations Coordinator (2 Positions) · California State University · San Jose, CA
Datos de ocupaciones: base de datos O*NET 31.0 del Departamento de Trabajo de EE. UU., Administración de Empleo y Capacitación (USDOL/ETA), con licencia CC BY 4.0. JOBUS modificó los datos para mostrarlos.