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Beesla - Implement financial planning recommendations, or refer clients to someone who can assist them with plan implementation.
Implement financial planning recommendations, or refer clients to someone who can assist them with plan implementation.
Task
Occupations performing this task
Personal Financial Advisors
Occupations performing related activities
Agents and Business Managers of Artists, Performers, and Athletes
Appraisers of Personal and Business Property
Claims Adjusters, Examiners, and Investigators
Financial Examiners
Source: O*NET database (task_statements)
