Código O*NET-SOC
13-2052.00

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.

Los nombres de las ocupaciones y las descripciones de tareas se muestran en inglés, tal como se publicaron. Las etiquetas, incluidos los tipos de tarea, están traducidas.

Exposición a la IA

  • Fuente de datos: BLSPublicado: 2026-08

    Muy alto· relativa

    BajoCuatro bandas relativasMuy alto

    Valor por grupo ocupacional

    Escala, base y fuente

    Cuatro bandas relativas (Bajo / Moderado / Alto / Muy alto)

    831 ocupaciones detalladas de la tabla de proyecciones de empleo de BLS. El valor se asigna por código de la National Employment Matrix (NEM), de modo que las ocupaciones que comparten un código NEM reciben la misma banda

    Conjunto de datos de origen (descarga XLSX)

  • Fuente de datos: AnthropicPublicado: 2026-03

    0.350

    0.000Rango de los valores aquí recogidos0.745
    Escala, base y fuente

    Índice de exposición observada, 0–1 tal como se publica

    Mapeado sobre tareas de O*NET

    Publicado por ocupación SOC 2018; toda ocupación O*NET con el mismo código SOC 2018 recibe este valor

    Conjunto de datos de origen (descarga CSV)

  • Fuente de datos: ILOPublicado: 2025

    0.57

    0.09Rango de los valores aquí recogidos0.70

    Valor por grupo ocupacional

    Escala, base y fuente

    Índice de exposición a la IA generativa, 0–1 tal como se publica

    Publicado por grupo primario ISCO-08. Vinculado a esta ocupación, total o parcialmente, aplicando tal como se publicaron las tablas de correspondencia de la U.S. Bureau of Labor Statistics (ISCO-08 a SOC 2010, SOC 2010 a SOC 2018)

    Conjunto de datos de origen (descarga PDF)

Qué tipo de cifra publica esta fuente

La categoría de BLS es un rango relativo, no un nivel absoluto, y tampoco es una medición de primera mano: agrupa en cuatro bandas los rangos percentiles de la ocupación en varios estudios publicados. No es una previsión de empleo ni de salarios, no es una probabilidad de adopción y no distingue entre automatización y aumento.

Exposición a la IA (rúbrica de OpenAI)

21 tareas evaluadas · 20 tareas con β ≥ 0,5 (95.2%)

β = exposición directa (E1) + 0,5 × exposición con herramientas disponibles (E2), según la definición del repositorio de origen.

  • Unidad de origen: tareas de O*NET 27.2 → código de ocupación de O*NET 31.0
  • Todas las tareas puntuadas figuran en la lista de tareas de O*NET 31.0.
Fuente
OpenAI "GPTs are GPTs" exposure rubric
Versión
gh-main-0471612
Licencia
MIT License, Copyright (c) 2024 OpenAI

Tareas

Descripciones de tareas de la O*NET® 31.0 Database, primero las tareas principales.

TareaTipoβ (OpenAI)
Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.Principal0,5
Answer clients' questions about the purposes and details of financial plans and strategies.Principal0,5
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.Principal0,5
Implement financial planning recommendations, or refer clients to someone who can assist them with plan implementation.Principal0,5
Prepare or interpret for clients information, such as investment performance reports, financial document summaries, or income projections.Principal0,5
Guide clients in the gathering of information, such as bank account records, income tax returns, life and disability insurance records, pension plans, or wills.Principal0,5
Contact clients periodically to determine any changes in their financial status.Principal0,5
Meet with clients' other advisors, such as attorneys, accountants, trust officers, or investment bankers, to fully understand clients' financial goals and circumstances.Principal0
Devise debt liquidation plans that include payoff priorities and timelines.Principal0,5
Recommend to clients strategies in cash management, insurance coverage, investment planning, or other areas to help them achieve their financial goals.Principal0,5
Review clients' accounts and plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment.Principal0,5
Manage client portfolios, keeping client plans up-to-date.Principal0,5
Recruit and maintain client bases.Principal0,5
Explain to clients the personal financial advisor's responsibilities and the types of services to be provided.Principal1
Investigate available investment opportunities to determine compatibility with client financial plans.Principal0,5
Monitor financial market trends to ensure that client plans are responsive.Principal0,5
Recommend financial products, such as stocks, bonds, mutual funds, or insurance.Principal0,5
Open accounts for clients, and disburse funds from accounts to creditors as agent for clients.Complementaria0,5
Conduct seminars or workshops on financial planning topics, such as retirement planning, estate planning, or the evaluation of severance packages.Complementaria0,5
Inform clients about tax benefits, government rebates, or other financial benefits of alternative-fuel vehicle purchases or energy-efficient home construction, improvements, or remodeling.Complementaria0,5
Recommend environmentally responsible investments, such as cleantech, alternative energy, or conservation technologies, companies, or funds.Complementaria0,5

Información ocupacional

Fuentes y atribución

This page includes information from the O*NET® 31.0 Database (https://www.onetcenter.org/database.html) by the U.S. Department of Labor, Employment and Training Administration (USDOL/ETA). Used under the CC BY 4.0 license (https://creativecommons.org/licenses/by/4.0/). O*NET® is a trademark of USDOL/ETA. AI Changing Work has modified all or some of this information: the O*NET-SOC code, title and task statements are reproduced in English without change; task-type labels are shown in the page's language and tasks are listed core first; any Korean occupation title shown on the Korean-language page is AI Changing Work's translation; any KSCO-8 unit groups linked to this occupation were paired with it by AI Changing Work's judgment, and the relation labels and statuses are AI Changing Work's additions. USDOL/ETA has not approved, endorsed, or tested these modifications.

Any AI exposure figures on this page are published by third parties, not by AI Changing Work, and none is part of the O*NET information. OpenAI publishes task-level scores (MIT License) for O*NET 27.2 task statements; each is shown next to the O*NET 31.0 task statement with the same task ID, whose wording can differ from the 27.2 statement that was scored. OpenAI also publishes occupation-level scores for O*NET-SOC codes in the same release, and any such score is shown on the O*NET occupation with the same code. Anthropic publishes an observed exposure index in the Anthropic Economic Index (CC-BY), and the U.S. Bureau of Labor Statistics publishes relative AI exposure categories (public domain); both are published per SOC code, and each value is shown on every O*NET occupation with that code. The International Labour Organization publishes a generative AI exposure index in ILO Working Paper 140 (CC BY 4.0) for ISCO-08 unit groups; AI Changing Work links those groups to O*NET occupations by applying the U.S. Bureau of Labor Statistics ISCO-08 to 2010 SOC and 2010 SOC to 2018 SOC crosswalks as published, without case-by-case selection, and these crosswalks match many groups only in part. Where several unit groups are linked, each group's published value is listed, and any summary shows only the lowest and highest of those values with the number of groups; no exposure figure is averaged or recalculated. Any employment figures are published by the U.S. Bureau of Labor Statistics for the SOC group containing this occupation. Each source is credited where its figures are shown.

O*NET OnLine: 13-2052.00 Personal Financial Advisors

KSCO 코드·명칭: 한국표준직업분류(제8차 개정) — 통계청 고시 제2024-328호 (2024-07-01 고시, 2025-01-01 시행). 저작권법 제7조 제2호의 고시 항목이다. 명칭 표기(가운뎃점·띄어쓰기)는 해설서 2차 정오 반영판의 표기를 따랐으며, 고시 항목표와는 18개 명칭에서 가운뎃점 글리프나 띄어쓰기만 다르다. 통계청은 2025년 10월 국가데이터처로 개편되었다. 이 페이지의 KSCO 연결은 통계청·국가데이터처의 공식 연계표가 아니다.

Atribución y licencias completas