# 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.
- **Entity Type:** role
- **Schema Version:** role.v1
- **Soc Code:** 13-2052.00
- **Summary:** 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.

## Aliases

- Certified Financial Planner (CFP)
- Financial Advisor
- Financial Planner
- Portfolio Manager
- Financial Consultant
- Financial Counselor
- Financial Life Planner
- Investment Advisor
- Wealth Advisor
- Wealth Manager
- Account Manager
- Asset Analyst

## Tasks

| Text | Type | Iwa |
| --- | --- | --- |
| Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan. | Core | 4.A.1.a.1.w |
| Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives. | Core | 4.A.2.a.1.i |
| Answer clients' questions about the purposes and details of financial plans and strategies. | Core | 4.A.4.a.8.c |
| Review clients' accounts and plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment. | Core | 4.A.2.a.1.i |
| Manage client portfolios, keeping client plans up-to-date. | Core | 4.A.2.b.1.i |
| Recommend to clients strategies in cash management, insurance coverage, investment planning, or other areas to help them achieve their financial goals. | Core | 4.A.4.b.6.k |
| Recommend financial products, such as stocks, bonds, mutual funds, or insurance. | Core | 4.A.4.b.6.k |
| Implement financial planning recommendations, or refer clients to someone who can assist them with plan implementation. | Core | 4.A.2.b.1.i |
| Contact clients periodically to determine any changes in their financial status. | Core | 4.A.4.a.1.d |
| Prepare or interpret for clients information, such as investment performance reports, financial document summaries, or income projections. | Core | 4.A.3.b.6.a |
| Explain to clients the personal financial advisor's responsibilities and the types of services to be provided. | Core | 4.A.4.a.1.d |
| Investigate available investment opportunities to determine compatibility with client financial plans. | Core | 4.A.1.b.1.b |

## Emerging Tasks


## Activities

| Name | Iwa |
| --- | --- |
| Assess financial status of clients. | 4.A.2.a.1.i |
| Correspond with customers to answer questions or resolve complaints. | 4.A.4.a.8.c |
| Interview clients to gather financial information. | 4.A.1.a.1.w |
| Implement financial decisions. | 4.A.2.b.1.i |
| Prepare financial documents, reports, or budgets. | 4.A.3.b.6.a |
| Interpret financial information for others. | 4.A.4.a.1.d |
| Advise others on financial matters. | 4.A.4.b.6.k |
| Educate clients on financial planning topics. | 4.A.4.a.1.d |
| Confer with others about financial matters. | 4.A.4.b.1.c |
| Compute debt repayment schedules. | 4.A.1.b.3.c |
| Disburse funds from clients accounts to creditors. | 4.A.4.c.1.c |
| Recommend investments to clients. | 4.A.4.b.6.k |
| Develop business relationships. | 4.A.4.a.4.a |
| Identify strategic business investment opportunities. | 4.A.1.b.1.b |
| Analyze market conditions or trends. | 4.A.2.a.4.b |

## Capabilities

| Name | Family | Value |
| --- | --- | --- |
| Customer and Personal Service | knowledge | 4.44 |
| Reading Comprehension | essential_skill | 4.12 |
| Active Listening | essential_skill | 4.12 |
| Economics and Accounting | knowledge | 4.08 |
| Speaking | essential_skill | 4 |
| Oral Comprehension | ability | 4 |
| Written Comprehension | ability | 4 |
| Oral Expression | ability | 4 |
| Speech Clarity | ability | 4 |
| English Language | knowledge | 3.92 |
| Writing | essential_skill | 3.88 |
| Inductive Reasoning | ability | 3.88 |
| Critical Thinking | essential_skill | 3.75 |
| Written Expression | ability | 3.75 |
| Deductive Reasoning | ability | 3.75 |
| Number Facility | ability | 3.75 |
| Near Vision | ability | 3.75 |
| Mathematics | knowledge | 3.73 |
| Mathematics | essential_skill | 3.62 |
| Social Perceptiveness | transferable_skill | 3.62 |
| Service Orientation | transferable_skill | 3.62 |
| Complex Problem Solving | transferable_skill | 3.62 |
| Judgment and Decision Making | transferable_skill | 3.62 |
| Problem Sensitivity | ability | 3.62 |
| Mathematical Reasoning | ability | 3.62 |
| Speech Recognition | ability | 3.62 |
| Persuasion | transferable_skill | 3.38 |
| Systems Analysis | transferable_skill | 3.38 |
| Systems Evaluation | transferable_skill | 3.38 |
| Information Ordering | ability | 3.38 |
| Active Learning | essential_skill | 3.25 |
| Monitoring | essential_skill | 3.12 |
| Fluency of Ideas | ability | 3.12 |
| Psychology | knowledge | 3.08 |
| Learning Strategies | essential_skill | 3 |
| Coordination | transferable_skill | 3 |
| Negotiation | transferable_skill | 3 |
| Instructing | transferable_skill | 3 |
| Time Management | transferable_skill | 3 |
| Originality | ability | 3 |

## Skills

| Name | Type |
| --- | --- |
| Reading Comprehension | Common Skill |
| Active Listening | Common Skill |
| English Language | Common Skill |
| Writing | Common Skill |
| Inductive Reasoning | Common Skill |
| Deductive Reasoning | Common Skill |
| Critical Thinking | Common Skill |
| Mathematics | Common Skill |
| Speech Recognition | Specialized Skill |
| Social Perceptiveness | Common Skill |
| Complex Problem Solving | Common Skill |
| Microsoft PowerPoint | Common Skill |
| Microsoft Excel | Common Skill |
| Systems Analysis | Specialized Skill |
| Information Ordering | Specialized Skill |
| Active Learning | Common Skill |
| Psychology | Specialized Skill |
| Time Management | Common Skill |
| Negotiation | Common Skill |
| Microsoft Word | Common Skill |
| Microsoft Project | Specialized Skill |
| Microsoft Outlook | Common Skill |
| Microsoft Access | Specialized Skill |
| Learning Strategies | Specialized Skill |
| Instructing | Specialized Skill |
| Visualization | Specialized Skill |
| Oracle Hyperion | Specialized Skill |
| Microsoft Money | Specialized Skill |
| Microsoft Dynamics | Specialized Skill |
| Telecommunications | Specialized Skill |
| Finger Dexterity | Common Skill |
| Depth Perception | Common Skill |
| Geography | Specialized Skill |
| Foreign Language | Common Skill |
| Project Management Software | Specialized Skill |
| Presentation Software | Specialized Skill |
| Physics | Specialized Skill |
| Installation | Specialized Skill |
| Financial Analysis Software | Specialized Skill |
| Equipment Selection | Specialized Skill |

## Tools

| Example | Category | Hot | In Demand |
| --- | --- | --- | --- |
| Microsoft Excel | Spreadsheet software | yes | yes |
| Microsoft Office software | Office suite software | yes | yes |
| Microsoft PowerPoint | Presentation software | yes | yes |
| Microsoft Access | Data base user interface and query software | yes | no |
| Microsoft Outlook | Electronic mail software | yes | no |
| Microsoft Project | Project management software | yes | no |
| Microsoft SQL Server | Data base user interface and query software | yes | no |
| Microsoft Visual Basic | Development environment software | yes | no |
| Microsoft Word | Word processing software | yes | no |
| Salesforce software | Customer relationship management CRM software | yes | no |
| Structured query language SQL | Data base user interface and query software | yes | no |
| Swift | Object or component oriented development software | yes | no |
| ACT! ACT4Advisors | Customer relationship management CRM software | no | no |
| Advent Axys | Financial analysis software | no | no |
| AdviceAmerica AdvisorVision | Financial analysis software | no | no |
| Advisory World ICE | Financial analysis software | no | no |
| ASI Client Acquisition Solution | Financial analysis software | no | no |
| Asset allocation software | Financial analysis software | no | no |
| Automatic Data Processing ProxyEdge | Word processing software | no | no |
| Brentmark Stock Option Risk Analyzer | Financial analysis software | no | no |
| Cabinet NG CNG-SAFE | Document management software | no | no |
| Cheshire Financial Planning Suite | Financial analysis software | no | no |
| ComplianceMAX | Compliance software | no | no |
| Corel QuattroPro | Spreadsheet software | no | no |
| Cygnus IncomeMax | Financial analysis software | no | no |
| DataViz Beyond Contacts | Customer relationship management CRM software | no | no |
| Education planning software | Financial analysis software | no | no |
| EISI NaviPlan | Financial analysis software | no | no |
| eMoneyAdvisor AdvisorPlatform | Customer relationship management CRM software | no | no |
| Estate Capitol Needs Analysis | Financial analysis software | no | no |
| Estate planning software | Financial analysis software | no | no |
| ExpenseWatch | Financial analysis software | no | no |
| EZ-Data Client Data System | Customer relationship management CRM software | no | no |
| FileMaker Pro | Data base user interface and query software | no | no |
| Finance Logix Education Planner | Financial analysis software | no | no |
| Finance Logix Insurance Planner | Financial analysis software | no | no |
| Finance Logix Retirement Planner | Financial analysis software | no | no |
| Financeware AASim | Financial analysis software | no | no |
| Financeware Finance File Manager | Document management software | no | no |
| Financeware WealthSimulator | Financial analysis software | no | no |

## Work Context

| Name | Value |
| --- | --- |
| E-Mail | 4.85 |
| Indoors, Environmentally Controlled | 4.64 |
| Importance of Being Exact or Accurate | 4.62 |
| Telephone Conversations | 4.6 |
| Spend Time Sitting | 4.42 |
| Determine Tasks, Priorities and Goals | 4.32 |
| Impact of Decisions on Co-workers or Company Results | 4.19 |
| Face-to-Face Discussions with Individuals and Within Teams | 4.12 |
| Frequency of Decision Making | 4.12 |
| Freedom to Make Decisions | 4 |
| Contact With Others | 3.92 |
| Deal With External Customers or the Public in General | 3.85 |
| Time Pressure | 3.69 |
| Level of Competition | 3.52 |
| Written Letters and Memos | 3.44 |
| Work With or Contribute to a Work Group or Team | 3.25 |
| Consequence of Error | 3.08 |
| Importance of Repeating Same Tasks | 3.08 |
| Coordinate or Lead Others in Accomplishing Work Activities | 2.92 |
| Work Outcomes and Results of Other Workers | 2.74 |
| Physical Proximity | 2.44 |
| Degree of Automation | 2.44 |
| Conflict Situations | 2.32 |
| Public Speaking | 2 |
| Dealing With Unpleasant, Angry, or Discourteous People | 2 |
| Spend Time Making Repetitive Motions | 1.92 |
| Health and Safety of Other Workers | 1.65 |
| Spend Time Standing | 1.56 |
| Spend Time Using Your Hands to Handle, Control, or Feel Objects, Tools, or Controls | 1.54 |
| Exposed to Sounds, Noise Levels that are Distracting or Uncomfortable | 1.31 |
| In an Enclosed Vehicle or Operate Enclosed Equipment | 1.23 |
| Spend Time Walking or Running | 1.2 |
| Indoors, Not Environmentally Controlled | 1.12 |
| Outdoors, Exposed to All Weather Conditions | 1.08 |
| Outdoors, Under Cover | 1.08 |
| Exposed to Very Hot or Cold Temperatures | 1.08 |
| Exposed to Contaminants | 1.08 |
| Pace Determined by Speed of Equipment | 1.08 |
| Dealing with Violent or Physically Aggressive People | 1.04 |
| Exposed to Extremely Bright or Inadequate Lighting Conditions | 1.04 |

## Preparation

- **Job Zone:** 4
- **Job Zone Name:** Job Zone Four: Considerable Preparation Needed
- **Education:** Most of these occupations require a four-year bachelor's degree, but some do not.
- **Experience:** A considerable amount of work-related skill, knowledge, or experience is needed for these occupations. For example, an accountant must complete four years of college and work for several years in accounting to be considered qualified.
- **Svp Range:** (7.0 to < 8.0)

### Education Distribution

| Label | Percentage |
| --- | --- |
| Bachelor's Degree | 57.69 |
| Post-Baccalaureate Certificate | 23.08 |
| Master's Degree | 11.54 |
| Post-Secondary Certificate | 7.69 |

## Person Fit

| Name | Family | Value |
| --- | --- | --- |
| Dependability | work_style | 9 |
| Attention to Detail | work_style | 8 |
| Integrity | work_style | 7 |
| Finance | specific_interest_area | 6.76 |
| Cautiousness | work_style | 6 |
| Enterprising | career_interest_type | 5.85 |
| Sales | specific_interest_area | 5.75 |
| Conventional | career_interest_type | 5.61 |
| Professional Advising | specific_interest_area | 5.49 |
| Intellectual Curiosity | work_style | 5 |
| Accounting | specific_interest_area | 4.54 |
| Social | career_interest_type | 4.07 |
| Achievement Orientation | work_style | 4 |
| Public Speaking | specific_interest_area | 3.61 |
| Office Work | specific_interest_area | 3.58 |
| Personal Service | specific_interest_area | 3.5 |

## Related Roles

| Soc Code | Slug | Title | Tier |
| --- | --- | --- | --- |
| 13-2051.00 | role-13-2051-00 | Financial and Investment Analysts | Primary-Short |
| 13-2071.00 | role-13-2071-00 | Credit Counselors | Primary-Short |
| 41-3031.00 | role-41-3031-00 | Securities, Commodities, and Financial Services Sales Agents | Primary-Short |
| 11-3031.03 | role-11-3031-03 | Investment Fund Managers | Primary-Short |
| 13-2054.00 | role-13-2054-00 | Financial Risk Specialists | Primary-Short |
| 13-2072.00 | role-13-2072-00 | Loan Officers | Primary-Long |
| 13-2011.00 | role-13-2011-00 | Accountants and Auditors | Primary-Long |
| 11-3031.00 | role-11-3031-00 | Financial Managers | Primary-Long |
| 41-3021.00 | role-41-3021-00 | Insurance Sales Agents | Primary-Long |
| 13-2061.00 | role-13-2061-00 | Financial Examiners | Primary-Long |
| 13-2041.00 | role-13-2041-00 | Credit Analysts | Supplemental |
| 41-3091.00 | role-41-3091-00 | Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel | Supplemental |

## Career Clusters

| Cluster | Slug |
| --- | --- |
| Financial Services | financial-services |

## Education Level

- **Category:** Bachelor's degree

## Study Programs

| Title | Slug |
| --- | --- |
| Business, Management, Marketing, and Related Support Services | business-management-marketing-and-related-support-services |
| Family and Consumer Sciences/Human Sciences | family-and-consumer-sciences-human-sciences |

## Market

- **Median Wage:** 102140
- **Mean Wage:** 160210
- **Pct10Wage:** 49990
- **Pct25Wage:** 70620
- **Pct75Wage:** 172540
- **Employment:** 270480
- **Area Title:** U.S.

## Industries


### Top

| Naics | Slug | Title | Level | Employment | Median Wage | Lq |
| --- | --- | --- | --- | --- | --- | --- |
| 52 | 52 | Finance and Insurance | Sector | 252560 | 103200 | 23.12 |
| 54 | 54 | Professional, Scientific, and Technical Services | Sector | 8940 | 85000 | 0.47 |
| 55 | 55 | Management of Companies and Enterprises | Sector | 4490 | 85750 | 0.91 |
| 524210 | 524210 | Insurance Agencies and Brokerages | National industry | 3360 | 85920 | 1.93 |
| 62 | 62 | Health Care and Social Assistance | Sector | 1430 | 50050 | 0.04 |
| 81 | 81 | Other Services (except Public Administration) | Sector | 300 | 96260 | 0.04 |
| 61 | 61 | Educational Services | Sector | 220 | 46070 | 0.01 |
| 44-45 | 44-45 | Retail Trade | Sector | 210 | 78180 | 0.01 |
| 51 | 51 | Information | Sector | 130 | 81600 | 0.03 |
| 561320 | 561320 | Temporary Help Services | National industry | 110 | 80290 | 0.02 |
| 524114 | 524114 | Direct Health and Medical Insurance Carriers | National industry | 70 | 103210 |  |
| 21 | 21 | Mining, Quarrying, and Oil and Gas Extraction | Sector | 40 | 133670 |  |

### Concentrated

| Naics | Slug | Title | Level | Employment | Lq |
| --- | --- | --- | --- | --- | --- |
| 52 | 52 | Finance and Insurance | Sector | 252560 | 23.12 |
| 524210 | 524210 | Insurance Agencies and Brokerages | National industry | 3360 | 1.93 |
| 55 | 55 | Management of Companies and Enterprises | Sector | 4490 | 0.91 |
| 54 | 54 | Professional, Scientific, and Technical Services | Sector | 8940 | 0.47 |
| 62 | 62 | Health Care and Social Assistance | Sector | 1430 | 0.04 |
| 81 | 81 | Other Services (except Public Administration) | Sector | 300 | 0.04 |
| 51 | 51 | Information | Sector | 130 | 0.03 |
| 561320 | 561320 | Temporary Help Services | National industry | 110 | 0.02 |
- **Count:** 15

## Ai Signals

| Source | Label | Score | Scale | Release |
| --- | --- | --- | --- | --- |
| frey_osborne | Computerization probability | 0.58 | 0-1 probability | 2013-baseline-2016-employment-snapshot |
| felten_aioe | AI occupational exposure | 1.400749 | relative exposure score | 2021-plus-generative-ai-workbooks |
| felten_image_generation_aioe | Image generation occupational exposure | 0.8148876 | relative exposure score | 2021-plus-generative-ai-workbooks |
| felten_language_modeling_aioe | Language modeling occupational exposure | 1.395742 | relative exposure score | 2021-plus-generative-ai-workbooks |

## Ai Outlook


### Index

- **Value:** 93
- **Percentile:** 98
- **Band:** High
- **Version:** ai-exposure-index-v1

#### Components

| Percentile | Source |
| --- | --- |
| 96 | felten_aioe |
| 85 | openai_gpts_are_gpts |
| 98 | microsoft_working_with_ai |
- **Component Count:** 3

### Exposure

| Source | Label | Value | Percentile | Band | Note |
| --- | --- | --- | --- | --- | --- |
| felten_aioe | Overall AI exposure (Felten et al.) | 1.400749 | 96 | High | How much this job's abilities overlap with what AI systems can do, across many AI capabilities. A relative research score, not a forecast of job loss. |
| eloundou_gamma | LLM task exposure, γ (OpenAI / Eloundou) | 0.9473684210526315 | 85 | High | Share of this job's tasks where a large language model plus simple tools could cut the time to do them by at least half. γ is capped at 1.0 and many jobs reach that ceiling, so treat a top score as 'in the top group', not a precise rank. |
| microsoft_applicability | AI assistant applicability (Microsoft) | 0.3552253488700088 | 98 | High | How applicable today's AI assistants are to this job's activities, measured from real Microsoft Copilot conversations. Applicability is not the same as replacement. |

### Frey Historical

- **Source:** frey
- **Label:** Computerization probability (Frey & Osborne, 2013)
- **Value:** 0.58
- **Percentile:** 50
- **Band:** Moderate
- **Note:** A pre-LLM (2013) estimate of how automatable this job is by computerization and robotics. Shown for historical context only — it is not part of any current AI ranking.
- **Teleworkable:** yes

### Eloundou

- **Alpha:** 0.05263157894736842
- **Beta:** 0.5
- **Gamma:** 0.9473684210526315

### Usage Tasks

| Task | Usage Percent | Importance |
| --- | --- | --- |
| Answer clients' questions about the purposes and details of financial plans and strategies. | 0.0724089906289414 | 4.54 |
| Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives. | 0.04221290091985095 | 4.62 |
| Recommend financial products, such as stocks, bonds, mutual funds, or insurance. | 0.024239037997773293 | 4.21 |
| Explain to clients the personal financial advisor's responsibilities and the types of services to be provided. | 0.020233434260853132 | 4 |
| Recommend to clients strategies in cash management, insurance coverage, investment planning, or other areas to help them achieve their financial goals. | 0.014995337066419073 | 4.42 |
| Monitor financial market trends to ensure that client plans are responsive. | 0.009243700931354223 | 3.58 |
- **Usage Release:** 2026-01-15-v4-plus-2025-03-27-v2

### Bls

- **Growth Percent:** 9.6
- **Growth Percentile:** 92
- **Direction:** Growing fast
- **Annual Openings Thousands:** 24.1
- **Annual Openings Percentile:** 81
- **Employment2024Thousands:** 326
- **Employment2034Thousands:** 357.2

### Sources

| Source | Version |
| --- | --- |
| bls_employment_projections | 2024-2034 |
| dingel_neiman | dingel-neiman-workathome |
| felten_aioe | felten-raj-seamans-aioe |
| frey_osborne | frey-osborne-automation |
| microsoft_working_with_ai | working-with-ai |
| openai_gpts_are_gpts | gpts-are-gpts |

## Ai Playbook

- **Trusted Task Count:** 8
- **Task Count:** 10
- **Total Sample:** 3193
- **Autonomy Median:** 3.75
- **Dominant Collaboration:** directive
- **Automation Share:** 34.37
- **Augmentation Share:** 63.43
- **Work Use Percent:** 14.1

### Collaboration

| Label | Percent |
| --- | --- |
| directive | 29.61 |
| task iteration | 29.22 |
| learning | 26.27 |
| validation | 7.94 |
| feedback loop | 4.76 |

### Use Case

| Label | Percent |
| --- | --- |
| personal | 83.04 |
| work | 14.1 |
| coursework | 2 |

### Delegated Tasks

| Task | Usage Percent | Collaboration | Autonomy Median | Sample Count |
| --- | --- | --- | --- | --- |
| Recommend financial products, such as stocks, bonds, mutual funds, or insurance. | 0.10621327665958245 | directive | 4 | 1062 |
| Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives. | 0.08581072634079259 | task iteration | 4 | 858 |
| Answer clients' questions about the purposes and details of financial plans and strategies. | 0.05270658832354045 | learning | 4 | 527 |
| Manage client portfolios, keeping client plans up-to-date. | 0.020502562820352545 | task iteration | 3 | 205 |
| Monitor financial market trends to ensure that client plans are responsive. | 0.01630203775471934 | directive | 3 | 163 |
| Explain to clients the personal financial advisor's responsibilities and the types of services to be provided. | 0.014901862732841605 | learning | 4 | 149 |
| Prepare or interpret for clients information such as investment performance reports, financial document summaries, or income projections. | 0.010001250156269533 | directive | 3 | 100 |
| Conduct seminars or workshops on financial planning topics, such as retirement planning, estate planning, or the evaluation of severance packages. | 0.00840105013126641 | learning | 3.5 | 84 |

### Boundary Tasks

| Task | Human Needed Percent | Sample Count |
| --- | --- | --- |
| Explain to clients the personal financial advisor's responsibilities and the types of services to be provided. | 97.31543624161074 | 149 |
| Answer clients' questions about the purposes and details of financial plans and strategies. | 96.39468690702088 | 527 |
| Monitor financial market trends to ensure that client plans are responsive. | 96.31901840490798 | 163 |
| Recommend financial products, such as stocks, bonds, mutual funds, or insurance. | 96.23352165725048 | 1062 |
| Conduct seminars or workshops on financial planning topics, such as retirement planning, estate planning, or the evaluation of severance packages. | 95.23809523809523 | 84 |
| Prepare or interpret for clients information such as investment performance reports, financial document summaries, or income projections. | 92 | 100 |

### Seed Prompts

| Prompt | Collaboration |
| --- | --- |
| Do this for me: recommend financial products, such as stocks, bonds, mutual funds, or insurance. Give me a finished draft I can review and adjust. | directive |
| Let's work through this together, step by step: analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives. I'll give feedback as we go. | task iteration |
| Teach me how to answer clients' questions about the purposes and details of financial plans and strategies, then check my work as I try it myself. | learning |
| Let's work through this together, step by step: manage client portfolios, keeping client plans up-to-date. I'll give feedback as we go. | task iteration |
| Do this for me: monitor financial market trends to ensure that client plans are responsive. Give me a finished draft I can review and adjust. | directive |
- **Release:** 2026-01-15-v4-plus-2025-03-27-v2

## Counts

- **Tasks:** 21
- **Skills:** 44
- **Capabilities:** 120
- **Tools:** 102
- **Related Roles:** 20

## Source

- **Dataset:** gold.onet_role_starter_surface
- **Version:** 30.3
- **Generated At:** 2026-06-02T21:00:32.945303+00:00
- **Content Hash:** 2c80498cb6c98b59