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Beesla - Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.
Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.
Task
Occupations performing this task
Personal Financial Advisors
Occupations performing related activities
Accountants and Auditors
Credit Analysts
Credit Counselors
Financial and Investment Analysts
Insurance Underwriters
Loan Officers
Tax Examiners and Collectors, and Revenue Agents
Source: O*NET database (task_statements)
