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Beesla - Investigate available investment opportunities to determine compatibility with client financial plans.
Investigate available investment opportunities to determine compatibility with client financial plans.
Task
Occupations performing this task
Personal Financial Advisors
Occupations performing related activities
Business Continuity Planners
Financial and Investment Analysts
Online Merchants
Wholesale and Retail Buyers, Except Farm Products
Source: O*NET database (task_statements)
