Assess financial status of clients.

Detailed Work Activity

Element: Judging the Qualities of Objects, Services, or People

Intermediate Activity: Evaluate condition of financial assets, property, or other resources.

Occupations with this activity

Accountants and Auditors
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Credit Analysts
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Credit Counselors
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Financial and Investment Analysts
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Insurance Underwriters
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Loan Officers
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Personal Financial Advisors
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Tax Examiners and Collectors, and Revenue Agents
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Source: O*NET database (dwa_reference, tasks_to_dwas)