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O*NET detailed work activityRecommend investments to clients
Stays humanBe there for people
5 jobs7 tasks
This depends on human connection: empathy, trust, being physically present and responding to someone in real time. People can tell the difference.
Part of Advise others on financial matters, under the O*NET work activity group Providing Consultation and Advice to Others. Individual tasks below can carry a different label when their own wording calls for it (0 AI-ready, 0 AI-assist, 7 stays human).
Tasks built on this activity
- Recommend strategies for clients to meet their financial goals, such as borrowing money through loans or loan programs, declaring bankruptcy, making budget adjustments, or enrolling in debt management plans.
- Recommend to clients strategies in cash management, insurance coverage, investment planning, or other areas to help them achieve their financial goals.
- Recommend financial products, such as stocks, bonds, mutual funds, or insurance.
- Recommend investments and investment timing to companies, investment firm staff, or the public.
- Recommend investments and investment timing to companies, investment firm staff, or the public.
- Recommend environmentally responsible investments, such as cleantech, alternative energy, or conservation technologies, companies, or funds.
- Advise clients on financial and legal matters, such as investments and taxes.