entityType = "role"
schemaVersion = "role.v1"
slug = "role-13-2052-00"
socCode = "13-2052.00"
title = "Personal Financial Advisors"
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"]
emergingTasks = []

[preparation]
jobZone = "4"
jobZoneName = "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."
svpRange = "(7.0 to < 8.0)"

[[preparation.educationDistribution]]
label = "Bachelor's Degree"
percentage = 57.69

[[preparation.educationDistribution]]
label = "Post-Baccalaureate Certificate"
percentage = 23.08

[[preparation.educationDistribution]]
label = "Master's Degree"
percentage = 11.54

[[preparation.educationDistribution]]
label = "Post-Secondary Certificate"
percentage = 7.69

[educationLevel]
category = "Bachelor's degree"
slug = "bachelor-s-degree"

[market]
medianWage = 102140
meanWage = 160210
pct10Wage = 49990
pct25Wage = 70620
pct75Wage = 172540
employment = 270480
areaTitle = "U.S."

[industries]
count = 15

[[industries.top]]
naics = "52"
slug = "52"
title = "Finance and Insurance"
level = "Sector"
employment = 252560
medianWage = 103200
lq = 23.12

[[industries.top]]
naics = "54"
slug = "54"
title = "Professional, Scientific, and Technical Services"
level = "Sector"
employment = 8940
medianWage = 85000
lq = 0.47

[[industries.top]]
naics = "55"
slug = "55"
title = "Management of Companies and Enterprises"
level = "Sector"
employment = 4490
medianWage = 85750
lq = 0.91

[[industries.top]]
naics = "524210"
slug = "524210"
title = "Insurance Agencies and Brokerages"
level = "National industry"
employment = 3360
medianWage = 85920
lq = 1.93

[[industries.top]]
naics = "62"
slug = "62"
title = "Health Care and Social Assistance"
level = "Sector"
employment = 1430
medianWage = 50050
lq = 0.04

[[industries.top]]
naics = "81"
slug = "81"
title = "Other Services (except Public Administration)"
level = "Sector"
employment = 300
medianWage = 96260
lq = 0.04

[[industries.top]]
naics = "61"
slug = "61"
title = "Educational Services"
level = "Sector"
employment = 220
medianWage = 46070
lq = 0.01

[[industries.top]]
naics = "44-45"
slug = "44-45"
title = "Retail Trade"
level = "Sector"
employment = 210
medianWage = 78180
lq = 0.01

[[industries.top]]
naics = "51"
slug = "51"
title = "Information"
level = "Sector"
employment = 130
medianWage = 81600
lq = 0.03

[[industries.top]]
naics = "561320"
slug = "561320"
title = "Temporary Help Services"
level = "National industry"
employment = 110
medianWage = 80290
lq = 0.02

[[industries.top]]
naics = "524114"
slug = "524114"
title = "Direct Health and Medical Insurance Carriers"
level = "National industry"
employment = 70
medianWage = 103210

[[industries.top]]
naics = "21"
slug = "21"
title = "Mining, Quarrying, and Oil and Gas Extraction"
level = "Sector"
employment = 40
medianWage = 133670

[[industries.concentrated]]
naics = "52"
slug = "52"
title = "Finance and Insurance"
level = "Sector"
employment = 252560
lq = 23.12

[[industries.concentrated]]
naics = "524210"
slug = "524210"
title = "Insurance Agencies and Brokerages"
level = "National industry"
employment = 3360
lq = 1.93

[[industries.concentrated]]
naics = "55"
slug = "55"
title = "Management of Companies and Enterprises"
level = "Sector"
employment = 4490
lq = 0.91

[[industries.concentrated]]
naics = "54"
slug = "54"
title = "Professional, Scientific, and Technical Services"
level = "Sector"
employment = 8940
lq = 0.47

[[industries.concentrated]]
naics = "62"
slug = "62"
title = "Health Care and Social Assistance"
level = "Sector"
employment = 1430
lq = 0.04

[[industries.concentrated]]
naics = "81"
slug = "81"
title = "Other Services (except Public Administration)"
level = "Sector"
employment = 300
lq = 0.04

[[industries.concentrated]]
naics = "51"
slug = "51"
title = "Information"
level = "Sector"
employment = 130
lq = 0.03

[[industries.concentrated]]
naics = "561320"
slug = "561320"
title = "Temporary Help Services"
level = "National industry"
employment = 110
lq = 0.02

[aiOutlook]
teleworkable = true
usageRelease = "2026-01-15-v4-plus-2025-03-27-v2"

[aiOutlook.index]
value = 93
percentile = 98
band = "High"
version = "ai-exposure-index-v1"
componentCount = 3

[[aiOutlook.index.components]]
percentile = 96
source = "felten_aioe"

[[aiOutlook.index.components]]
percentile = 85
source = "openai_gpts_are_gpts"

[[aiOutlook.index.components]]
percentile = 98
source = "microsoft_working_with_ai"

[aiOutlook.freyHistorical]
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."

[aiOutlook.eloundou]
alpha = 0.05263157894736842
beta = 0.5
gamma = 0.9473684210526315

[aiOutlook.bls]
growthPercent = 9.6
growthPercentile = 92
direction = "Growing fast"
annualOpeningsThousands = 24.1
annualOpeningsPercentile = 81
employment2024Thousands = 326
employment2034Thousands = 357.2

[[aiOutlook.exposure]]
source = "felten_aioe"
label = "Overall AI exposure (Felten et al.)"
value = 1.400749
percentile = 96
band = "High"
note = "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."

[[aiOutlook.exposure]]
source = "eloundou_gamma"
label = "LLM task exposure, γ (OpenAI / Eloundou)"
value = 0.9473684210526315
percentile = 85
band = "High"
note = "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."

[[aiOutlook.exposure]]
source = "microsoft_applicability"
label = "AI assistant applicability (Microsoft)"
value = 0.3552253488700088
percentile = 98
band = "High"
note = "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."

[[aiOutlook.usageTasks]]
task = "Answer clients' questions about the purposes and details of financial plans and strategies."
usagePercent = 0.0724089906289414
importance = 4.54

[[aiOutlook.usageTasks]]
task = "Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives."
usagePercent = 0.04221290091985095
importance = 4.62

[[aiOutlook.usageTasks]]
task = "Recommend financial products, such as stocks, bonds, mutual funds, or insurance."
usagePercent = 0.024239037997773293
importance = 4.21

[[aiOutlook.usageTasks]]
task = "Explain to clients the personal financial advisor's responsibilities and the types of services to be provided."
usagePercent = 0.020233434260853132
importance = 4

[[aiOutlook.usageTasks]]
task = "Recommend to clients strategies in cash management, insurance coverage, investment planning, or other areas to help them achieve their financial goals."
usagePercent = 0.014995337066419073
importance = 4.42

[[aiOutlook.usageTasks]]
task = "Monitor financial market trends to ensure that client plans are responsive."
usagePercent = 0.009243700931354223
importance = 3.58

[[aiOutlook.sources]]
source = "bls_employment_projections"
version = "2024-2034"

[[aiOutlook.sources]]
source = "dingel_neiman"
version = "dingel-neiman-workathome"

[[aiOutlook.sources]]
source = "felten_aioe"
version = "felten-raj-seamans-aioe"

[[aiOutlook.sources]]
source = "frey_osborne"
version = "frey-osborne-automation"

[[aiOutlook.sources]]
source = "microsoft_working_with_ai"
version = "working-with-ai"

[[aiOutlook.sources]]
source = "openai_gpts_are_gpts"
version = "gpts-are-gpts"

[aiPlaybook]
trustedTaskCount = 8
taskCount = 10
totalSample = 3193
autonomyMedian = 3.75
dominantCollaboration = "directive"
automationShare = 34.37
augmentationShare = 63.43
workUsePercent = 14.1
release = "2026-01-15-v4-plus-2025-03-27-v2"

[[aiPlaybook.collaboration]]
label = "directive"
percent = 29.61

[[aiPlaybook.collaboration]]
label = "task iteration"
percent = 29.22

[[aiPlaybook.collaboration]]
label = "learning"
percent = 26.27

[[aiPlaybook.collaboration]]
label = "validation"
percent = 7.94

[[aiPlaybook.collaboration]]
label = "feedback loop"
percent = 4.76

[[aiPlaybook.useCase]]
label = "personal"
percent = 83.04

[[aiPlaybook.useCase]]
label = "work"
percent = 14.1

[[aiPlaybook.useCase]]
label = "coursework"
percent = 2

[[aiPlaybook.delegatedTasks]]
task = "Recommend financial products, such as stocks, bonds, mutual funds, or insurance."
usagePercent = 0.10621327665958245
collaboration = "directive"
autonomyMedian = 4
sampleCount = 1062

[[aiPlaybook.delegatedTasks]]
task = "Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives."
usagePercent = 0.08581072634079259
collaboration = "task iteration"
autonomyMedian = 4
sampleCount = 858

[[aiPlaybook.delegatedTasks]]
task = "Answer clients' questions about the purposes and details of financial plans and strategies."
usagePercent = 0.05270658832354045
collaboration = "learning"
autonomyMedian = 4
sampleCount = 527

[[aiPlaybook.delegatedTasks]]
task = "Manage client portfolios, keeping client plans up-to-date."
usagePercent = 0.020502562820352545
collaboration = "task iteration"
autonomyMedian = 3
sampleCount = 205

[[aiPlaybook.delegatedTasks]]
task = "Monitor financial market trends to ensure that client plans are responsive."
usagePercent = 0.01630203775471934
collaboration = "directive"
autonomyMedian = 3
sampleCount = 163

[[aiPlaybook.delegatedTasks]]
task = "Explain to clients the personal financial advisor's responsibilities and the types of services to be provided."
usagePercent = 0.014901862732841605
collaboration = "learning"
autonomyMedian = 4
sampleCount = 149

[[aiPlaybook.delegatedTasks]]
task = "Prepare or interpret for clients information such as investment performance reports, financial document summaries, or income projections."
usagePercent = 0.010001250156269533
collaboration = "directive"
autonomyMedian = 3
sampleCount = 100

[[aiPlaybook.delegatedTasks]]
task = "Conduct seminars or workshops on financial planning topics, such as retirement planning, estate planning, or the evaluation of severance packages."
usagePercent = 0.00840105013126641
collaboration = "learning"
autonomyMedian = 3.5
sampleCount = 84

[[aiPlaybook.boundaryTasks]]
task = "Explain to clients the personal financial advisor's responsibilities and the types of services to be provided."
humanNeededPercent = 97.31543624161074
sampleCount = 149

[[aiPlaybook.boundaryTasks]]
task = "Answer clients' questions about the purposes and details of financial plans and strategies."
humanNeededPercent = 96.39468690702088
sampleCount = 527

[[aiPlaybook.boundaryTasks]]
task = "Monitor financial market trends to ensure that client plans are responsive."
humanNeededPercent = 96.31901840490798
sampleCount = 163

[[aiPlaybook.boundaryTasks]]
task = "Recommend financial products, such as stocks, bonds, mutual funds, or insurance."
humanNeededPercent = 96.23352165725048
sampleCount = 1062

[[aiPlaybook.boundaryTasks]]
task = "Conduct seminars or workshops on financial planning topics, such as retirement planning, estate planning, or the evaluation of severance packages."
humanNeededPercent = 95.23809523809523
sampleCount = 84

[[aiPlaybook.boundaryTasks]]
task = "Prepare or interpret for clients information such as investment performance reports, financial document summaries, or income projections."
humanNeededPercent = 92
sampleCount = 100

[[aiPlaybook.seedPrompts]]
prompt = "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."
collaboration = "directive"

[[aiPlaybook.seedPrompts]]
prompt = "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."
collaboration = "task iteration"

[[aiPlaybook.seedPrompts]]
prompt = "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."
collaboration = "learning"

[[aiPlaybook.seedPrompts]]
prompt = "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."
collaboration = "task iteration"

[[aiPlaybook.seedPrompts]]
prompt = "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."
collaboration = "directive"

[counts]
tasks = 21
skills = 44
capabilities = 120
tools = 102
relatedRoles = 20

[source]
dataset = "gold.onet_role_starter_surface"
version = "30.3"
generatedAt = "2026-06-02T21:00:32.945303+00:00"
contentHash = "2c80498cb6c98b59"

[[tasks]]
text = "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."
type = "Core"
iwa = "4.A.1.a.1.w"

[[tasks]]
text = "Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives."
type = "Core"
iwa = "4.A.2.a.1.i"

[[tasks]]
text = "Answer clients' questions about the purposes and details of financial plans and strategies."
type = "Core"
iwa = "4.A.4.a.8.c"

[[tasks]]
text = "Review clients' accounts and plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment."
type = "Core"
iwa = "4.A.2.a.1.i"

[[tasks]]
text = "Manage client portfolios, keeping client plans up-to-date."
type = "Core"
iwa = "4.A.2.b.1.i"

[[tasks]]
text = "Recommend to clients strategies in cash management, insurance coverage, investment planning, or other areas to help them achieve their financial goals."
type = "Core"
iwa = "4.A.4.b.6.k"

[[tasks]]
text = "Recommend financial products, such as stocks, bonds, mutual funds, or insurance."
type = "Core"
iwa = "4.A.4.b.6.k"

[[tasks]]
text = "Implement financial planning recommendations, or refer clients to someone who can assist them with plan implementation."
type = "Core"
iwa = "4.A.2.b.1.i"

[[tasks]]
text = "Contact clients periodically to determine any changes in their financial status."
type = "Core"
iwa = "4.A.4.a.1.d"

[[tasks]]
text = "Prepare or interpret for clients information, such as investment performance reports, financial document summaries, or income projections."
type = "Core"
iwa = "4.A.3.b.6.a"

[[tasks]]
text = "Explain to clients the personal financial advisor's responsibilities and the types of services to be provided."
type = "Core"
iwa = "4.A.4.a.1.d"

[[tasks]]
text = "Investigate available investment opportunities to determine compatibility with client financial plans."
type = "Core"
iwa = "4.A.1.b.1.b"

[[activities]]
name = "Assess financial status of clients."
iwa = "4.A.2.a.1.i"

[[activities]]
name = "Correspond with customers to answer questions or resolve complaints."
iwa = "4.A.4.a.8.c"

[[activities]]
name = "Interview clients to gather financial information."
iwa = "4.A.1.a.1.w"

[[activities]]
name = "Implement financial decisions."
iwa = "4.A.2.b.1.i"

[[activities]]
name = "Prepare financial documents, reports, or budgets."
iwa = "4.A.3.b.6.a"

[[activities]]
name = "Interpret financial information for others."
iwa = "4.A.4.a.1.d"

[[activities]]
name = "Advise others on financial matters."
iwa = "4.A.4.b.6.k"

[[activities]]
name = "Educate clients on financial planning topics."
iwa = "4.A.4.a.1.d"

[[activities]]
name = "Confer with others about financial matters."
iwa = "4.A.4.b.1.c"

[[activities]]
name = "Compute debt repayment schedules."
iwa = "4.A.1.b.3.c"

[[activities]]
name = "Disburse funds from clients accounts to creditors."
iwa = "4.A.4.c.1.c"

[[activities]]
name = "Recommend investments to clients."
iwa = "4.A.4.b.6.k"

[[activities]]
name = "Develop business relationships."
iwa = "4.A.4.a.4.a"

[[activities]]
name = "Identify strategic business investment opportunities."
iwa = "4.A.1.b.1.b"

[[activities]]
name = "Analyze market conditions or trends."
iwa = "4.A.2.a.4.b"

[[capabilities]]
name = "Customer and Personal Service"
family = "knowledge"
value = 4.44

[[capabilities]]
name = "Reading Comprehension"
family = "essential_skill"
value = 4.12

[[capabilities]]
name = "Active Listening"
family = "essential_skill"
value = 4.12

[[capabilities]]
name = "Economics and Accounting"
family = "knowledge"
value = 4.08

[[capabilities]]
name = "Speaking"
family = "essential_skill"
value = 4

[[capabilities]]
name = "Oral Comprehension"
family = "ability"
value = 4

[[capabilities]]
name = "Written Comprehension"
family = "ability"
value = 4

[[capabilities]]
name = "Oral Expression"
family = "ability"
value = 4

[[capabilities]]
name = "Speech Clarity"
family = "ability"
value = 4

[[capabilities]]
name = "English Language"
family = "knowledge"
value = 3.92

[[capabilities]]
name = "Writing"
family = "essential_skill"
value = 3.88

[[capabilities]]
name = "Inductive Reasoning"
family = "ability"
value = 3.88

[[capabilities]]
name = "Critical Thinking"
family = "essential_skill"
value = 3.75

[[capabilities]]
name = "Written Expression"
family = "ability"
value = 3.75

[[capabilities]]
name = "Deductive Reasoning"
family = "ability"
value = 3.75

[[capabilities]]
name = "Number Facility"
family = "ability"
value = 3.75

[[capabilities]]
name = "Near Vision"
family = "ability"
value = 3.75

[[capabilities]]
name = "Mathematics"
family = "knowledge"
value = 3.73

[[capabilities]]
name = "Mathematics"
family = "essential_skill"
value = 3.62

[[capabilities]]
name = "Social Perceptiveness"
family = "transferable_skill"
value = 3.62

[[capabilities]]
name = "Service Orientation"
family = "transferable_skill"
value = 3.62

[[capabilities]]
name = "Complex Problem Solving"
family = "transferable_skill"
value = 3.62

[[capabilities]]
name = "Judgment and Decision Making"
family = "transferable_skill"
value = 3.62

[[capabilities]]
name = "Problem Sensitivity"
family = "ability"
value = 3.62

[[capabilities]]
name = "Mathematical Reasoning"
family = "ability"
value = 3.62

[[capabilities]]
name = "Speech Recognition"
family = "ability"
value = 3.62

[[capabilities]]
name = "Persuasion"
family = "transferable_skill"
value = 3.38

[[capabilities]]
name = "Systems Analysis"
family = "transferable_skill"
value = 3.38

[[capabilities]]
name = "Systems Evaluation"
family = "transferable_skill"
value = 3.38

[[capabilities]]
name = "Information Ordering"
family = "ability"
value = 3.38

[[capabilities]]
name = "Active Learning"
family = "essential_skill"
value = 3.25

[[capabilities]]
name = "Monitoring"
family = "essential_skill"
value = 3.12

[[capabilities]]
name = "Fluency of Ideas"
family = "ability"
value = 3.12

[[capabilities]]
name = "Psychology"
family = "knowledge"
value = 3.08

[[capabilities]]
name = "Learning Strategies"
family = "essential_skill"
value = 3

[[capabilities]]
name = "Coordination"
family = "transferable_skill"
value = 3

[[capabilities]]
name = "Negotiation"
family = "transferable_skill"
value = 3

[[capabilities]]
name = "Instructing"
family = "transferable_skill"
value = 3

[[capabilities]]
name = "Time Management"
family = "transferable_skill"
value = 3

[[capabilities]]
name = "Originality"
family = "ability"
value = 3

[[skills]]
name = "Reading Comprehension"
type = "Common Skill"

[[skills]]
name = "Active Listening"
type = "Common Skill"

[[skills]]
name = "English Language"
type = "Common Skill"

[[skills]]
name = "Writing"
type = "Common Skill"

[[skills]]
name = "Inductive Reasoning"
type = "Common Skill"

[[skills]]
name = "Deductive Reasoning"
type = "Common Skill"

[[skills]]
name = "Critical Thinking"
type = "Common Skill"

[[skills]]
name = "Mathematics"
type = "Common Skill"

[[skills]]
name = "Speech Recognition"
type = "Specialized Skill"

[[skills]]
name = "Social Perceptiveness"
type = "Common Skill"

[[skills]]
name = "Complex Problem Solving"
type = "Common Skill"

[[skills]]
name = "Microsoft PowerPoint"
type = "Common Skill"

[[skills]]
name = "Microsoft Excel"
type = "Common Skill"

[[skills]]
name = "Systems Analysis"
type = "Specialized Skill"

[[skills]]
name = "Information Ordering"
type = "Specialized Skill"

[[skills]]
name = "Active Learning"
type = "Common Skill"

[[skills]]
name = "Psychology"
type = "Specialized Skill"

[[skills]]
name = "Time Management"
type = "Common Skill"

[[skills]]
name = "Negotiation"
type = "Common Skill"

[[skills]]
name = "Microsoft Word"
type = "Common Skill"

[[skills]]
name = "Microsoft Project"
type = "Specialized Skill"

[[skills]]
name = "Microsoft Outlook"
type = "Common Skill"

[[skills]]
name = "Microsoft Access"
type = "Specialized Skill"

[[skills]]
name = "Learning Strategies"
type = "Specialized Skill"

[[skills]]
name = "Instructing"
type = "Specialized Skill"

[[skills]]
name = "Visualization"
type = "Specialized Skill"

[[skills]]
name = "Oracle Hyperion"
type = "Specialized Skill"

[[skills]]
name = "Microsoft Money"
type = "Specialized Skill"

[[skills]]
name = "Microsoft Dynamics"
type = "Specialized Skill"

[[skills]]
name = "Telecommunications"
type = "Specialized Skill"

[[skills]]
name = "Finger Dexterity"
type = "Common Skill"

[[skills]]
name = "Depth Perception"
type = "Common Skill"

[[skills]]
name = "Geography"
type = "Specialized Skill"

[[skills]]
name = "Foreign Language"
type = "Common Skill"

[[skills]]
name = "Project Management Software"
type = "Specialized Skill"

[[skills]]
name = "Presentation Software"
type = "Specialized Skill"

[[skills]]
name = "Physics"
type = "Specialized Skill"

[[skills]]
name = "Installation"
type = "Specialized Skill"

[[skills]]
name = "Financial Analysis Software"
type = "Specialized Skill"

[[skills]]
name = "Equipment Selection"
type = "Specialized Skill"

[[tools]]
example = "Microsoft Excel"
category = "Spreadsheet software"
hot = true
inDemand = true

[[tools]]
example = "Microsoft Office software"
category = "Office suite software"
hot = true
inDemand = true

[[tools]]
example = "Microsoft PowerPoint"
category = "Presentation software"
hot = true
inDemand = true

[[tools]]
example = "Microsoft Access"
category = "Data base user interface and query software"
hot = true
inDemand = false

[[tools]]
example = "Microsoft Outlook"
category = "Electronic mail software"
hot = true
inDemand = false

[[tools]]
example = "Microsoft Project"
category = "Project management software"
hot = true
inDemand = false

[[tools]]
example = "Microsoft SQL Server"
category = "Data base user interface and query software"
hot = true
inDemand = false

[[tools]]
example = "Microsoft Visual Basic"
category = "Development environment software"
hot = true
inDemand = false

[[tools]]
example = "Microsoft Word"
category = "Word processing software"
hot = true
inDemand = false

[[tools]]
example = "Salesforce software"
category = "Customer relationship management CRM software"
hot = true
inDemand = false

[[tools]]
example = "Structured query language SQL"
category = "Data base user interface and query software"
hot = true
inDemand = false

[[tools]]
example = "Swift"
category = "Object or component oriented development software"
hot = true
inDemand = false

[[tools]]
example = "ACT! ACT4Advisors"
category = "Customer relationship management CRM software"
hot = false
inDemand = false

[[tools]]
example = "Advent Axys"
category = "Financial analysis software"
hot = false
inDemand = false

[[tools]]
example = "AdviceAmerica AdvisorVision"
category = "Financial analysis software"
hot = false
inDemand = false

[[tools]]
example = "Advisory World ICE"
category = "Financial analysis software"
hot = false
inDemand = false

[[tools]]
example = "ASI Client Acquisition Solution"
category = "Financial analysis software"
hot = false
inDemand = false

[[tools]]
example = "Asset allocation software"
category = "Financial analysis software"
hot = false
inDemand = false

[[tools]]
example = "Automatic Data Processing ProxyEdge"
category = "Word processing software"
hot = false
inDemand = false

[[tools]]
example = "Brentmark Stock Option Risk Analyzer"
category = "Financial analysis software"
hot = false
inDemand = false

[[tools]]
example = "Cabinet NG CNG-SAFE"
category = "Document management software"
hot = false
inDemand = false

[[tools]]
example = "Cheshire Financial Planning Suite"
category = "Financial analysis software"
hot = false
inDemand = false

[[tools]]
example = "ComplianceMAX"
category = "Compliance software"
hot = false
inDemand = false

[[tools]]
example = "Corel QuattroPro"
category = "Spreadsheet software"
hot = false
inDemand = false

[[tools]]
example = "Cygnus IncomeMax"
category = "Financial analysis software"
hot = false
inDemand = false

[[tools]]
example = "DataViz Beyond Contacts"
category = "Customer relationship management CRM software"
hot = false
inDemand = false

[[tools]]
example = "Education planning software"
category = "Financial analysis software"
hot = false
inDemand = false

[[tools]]
example = "EISI NaviPlan"
category = "Financial analysis software"
hot = false
inDemand = false

[[tools]]
example = "eMoneyAdvisor AdvisorPlatform"
category = "Customer relationship management CRM software"
hot = false
inDemand = false

[[tools]]
example = "Estate Capitol Needs Analysis"
category = "Financial analysis software"
hot = false
inDemand = false

[[tools]]
example = "Estate planning software"
category = "Financial analysis software"
hot = false
inDemand = false

[[tools]]
example = "ExpenseWatch"
category = "Financial analysis software"
hot = false
inDemand = false

[[tools]]
example = "EZ-Data Client Data System"
category = "Customer relationship management CRM software"
hot = false
inDemand = false

[[tools]]
example = "FileMaker Pro"
category = "Data base user interface and query software"
hot = false
inDemand = false

[[tools]]
example = "Finance Logix Education Planner"
category = "Financial analysis software"
hot = false
inDemand = false

[[tools]]
example = "Finance Logix Insurance Planner"
category = "Financial analysis software"
hot = false
inDemand = false

[[tools]]
example = "Finance Logix Retirement Planner"
category = "Financial analysis software"
hot = false
inDemand = false

[[tools]]
example = "Financeware AASim"
category = "Financial analysis software"
hot = false
inDemand = false

[[tools]]
example = "Financeware Finance File Manager"
category = "Document management software"
hot = false
inDemand = false

[[tools]]
example = "Financeware WealthSimulator"
category = "Financial analysis software"
hot = false
inDemand = false

[[workContext]]
name = "E-Mail"
value = 4.85

[[workContext]]
name = "Indoors, Environmentally Controlled"
value = 4.64

[[workContext]]
name = "Importance of Being Exact or Accurate"
value = 4.62

[[workContext]]
name = "Telephone Conversations"
value = 4.6

[[workContext]]
name = "Spend Time Sitting"
value = 4.42

[[workContext]]
name = "Determine Tasks, Priorities and Goals"
value = 4.32

[[workContext]]
name = "Impact of Decisions on Co-workers or Company Results"
value = 4.19

[[workContext]]
name = "Face-to-Face Discussions with Individuals and Within Teams"
value = 4.12

[[workContext]]
name = "Frequency of Decision Making"
value = 4.12

[[workContext]]
name = "Freedom to Make Decisions"
value = 4

[[workContext]]
name = "Contact With Others"
value = 3.92

[[workContext]]
name = "Deal With External Customers or the Public in General"
value = 3.85

[[workContext]]
name = "Time Pressure"
value = 3.69

[[workContext]]
name = "Level of Competition"
value = 3.52

[[workContext]]
name = "Written Letters and Memos"
value = 3.44

[[workContext]]
name = "Work With or Contribute to a Work Group or Team"
value = 3.25

[[workContext]]
name = "Consequence of Error"
value = 3.08

[[workContext]]
name = "Importance of Repeating Same Tasks"
value = 3.08

[[workContext]]
name = "Coordinate or Lead Others in Accomplishing Work Activities"
value = 2.92

[[workContext]]
name = "Work Outcomes and Results of Other Workers"
value = 2.74

[[workContext]]
name = "Physical Proximity"
value = 2.44

[[workContext]]
name = "Degree of Automation"
value = 2.44

[[workContext]]
name = "Conflict Situations"
value = 2.32

[[workContext]]
name = "Public Speaking"
value = 2

[[workContext]]
name = "Dealing With Unpleasant, Angry, or Discourteous People"
value = 2

[[workContext]]
name = "Spend Time Making Repetitive Motions"
value = 1.92

[[workContext]]
name = "Health and Safety of Other Workers"
value = 1.65

[[workContext]]
name = "Spend Time Standing"
value = 1.56

[[workContext]]
name = "Spend Time Using Your Hands to Handle, Control, or Feel Objects, Tools, or Controls"
value = 1.54

[[workContext]]
name = "Exposed to Sounds, Noise Levels that are Distracting or Uncomfortable"
value = 1.31

[[workContext]]
name = "In an Enclosed Vehicle or Operate Enclosed Equipment"
value = 1.23

[[workContext]]
name = "Spend Time Walking or Running"
value = 1.2

[[workContext]]
name = "Indoors, Not Environmentally Controlled"
value = 1.12

[[workContext]]
name = "Outdoors, Exposed to All Weather Conditions"
value = 1.08

[[workContext]]
name = "Outdoors, Under Cover"
value = 1.08

[[workContext]]
name = "Exposed to Very Hot or Cold Temperatures"
value = 1.08

[[workContext]]
name = "Exposed to Contaminants"
value = 1.08

[[workContext]]
name = "Pace Determined by Speed of Equipment"
value = 1.08

[[workContext]]
name = "Dealing with Violent or Physically Aggressive People"
value = 1.04

[[workContext]]
name = "Exposed to Extremely Bright or Inadequate Lighting Conditions"
value = 1.04

[[personFit]]
name = "Dependability"
family = "work_style"
value = 9

[[personFit]]
name = "Attention to Detail"
family = "work_style"
value = 8

[[personFit]]
name = "Integrity"
family = "work_style"
value = 7

[[personFit]]
name = "Finance"
family = "specific_interest_area"
value = 6.76

[[personFit]]
name = "Cautiousness"
family = "work_style"
value = 6

[[personFit]]
name = "Enterprising"
family = "career_interest_type"
value = 5.85

[[personFit]]
name = "Sales"
family = "specific_interest_area"
value = 5.75

[[personFit]]
name = "Conventional"
family = "career_interest_type"
value = 5.61

[[personFit]]
name = "Professional Advising"
family = "specific_interest_area"
value = 5.49

[[personFit]]
name = "Intellectual Curiosity"
family = "work_style"
value = 5

[[personFit]]
name = "Accounting"
family = "specific_interest_area"
value = 4.54

[[personFit]]
name = "Social"
family = "career_interest_type"
value = 4.07

[[personFit]]
name = "Achievement Orientation"
family = "work_style"
value = 4

[[personFit]]
name = "Public Speaking"
family = "specific_interest_area"
value = 3.61

[[personFit]]
name = "Office Work"
family = "specific_interest_area"
value = 3.58

[[personFit]]
name = "Personal Service"
family = "specific_interest_area"
value = 3.5

[[relatedRoles]]
socCode = "13-2051.00"
slug = "role-13-2051-00"
title = "Financial and Investment Analysts"
tier = "Primary-Short"

[[relatedRoles]]
socCode = "13-2071.00"
slug = "role-13-2071-00"
title = "Credit Counselors"
tier = "Primary-Short"

[[relatedRoles]]
socCode = "41-3031.00"
slug = "role-41-3031-00"
title = "Securities, Commodities, and Financial Services Sales Agents"
tier = "Primary-Short"

[[relatedRoles]]
socCode = "11-3031.03"
slug = "role-11-3031-03"
title = "Investment Fund Managers"
tier = "Primary-Short"

[[relatedRoles]]
socCode = "13-2054.00"
slug = "role-13-2054-00"
title = "Financial Risk Specialists"
tier = "Primary-Short"

[[relatedRoles]]
socCode = "13-2072.00"
slug = "role-13-2072-00"
title = "Loan Officers"
tier = "Primary-Long"

[[relatedRoles]]
socCode = "13-2011.00"
slug = "role-13-2011-00"
title = "Accountants and Auditors"
tier = "Primary-Long"

[[relatedRoles]]
socCode = "11-3031.00"
slug = "role-11-3031-00"
title = "Financial Managers"
tier = "Primary-Long"

[[relatedRoles]]
socCode = "41-3021.00"
slug = "role-41-3021-00"
title = "Insurance Sales Agents"
tier = "Primary-Long"

[[relatedRoles]]
socCode = "13-2061.00"
slug = "role-13-2061-00"
title = "Financial Examiners"
tier = "Primary-Long"

[[relatedRoles]]
socCode = "13-2041.00"
slug = "role-13-2041-00"
title = "Credit Analysts"
tier = "Supplemental"

[[relatedRoles]]
socCode = "41-3091.00"
slug = "role-41-3091-00"
title = "Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel"
tier = "Supplemental"

[[careerClusters]]
cluster = "Financial Services"
slug = "financial-services"

[[studyPrograms]]
title = "Business, Management, Marketing, and Related Support Services"
slug = "business-management-marketing-and-related-support-services"

[[studyPrograms]]
title = "Family and Consumer Sciences/Human Sciences"
slug = "family-and-consumer-sciences-human-sciences"

[[aiSignals]]
source = "frey_osborne"
label = "Computerization probability"
score = 0.58
scale = "0-1 probability"
release = "2013-baseline-2016-employment-snapshot"

[[aiSignals]]
source = "felten_aioe"
label = "AI occupational exposure"
score = 1.400749
scale = "relative exposure score"
release = "2021-plus-generative-ai-workbooks"

[[aiSignals]]
source = "felten_image_generation_aioe"
label = "Image generation occupational exposure"
score = 0.8148876
scale = "relative exposure score"
release = "2021-plus-generative-ai-workbooks"

[[aiSignals]]
source = "felten_language_modeling_aioe"
label = "Language modeling occupational exposure"
score = 1.395742
scale = "relative exposure score"
release = "2021-plus-generative-ai-workbooks"
