Personal Financial Advisors
Business and Financial Operations Occupations- O*NET-SOC कोड
- 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.
पेशों के नाम और कार्य-विवरण प्रकाशित रूप में अंग्रेज़ी में दिखाए जाते हैं। लेबल, जिनमें कार्य-प्रकार भी शामिल हैं, अनूदित हैं।
AI एक्सपोजर
- डेटा स्रोत: BLSप्रकाशन: 2026-08
बहुत उच्च· सापेक्ष
कमचार सापेक्ष श्रेणियाँबहुत उच्चव्यवसाय-समूह स्तर का मान
मापक्रम, आधार और स्रोत
चार सापेक्ष बैंड (कम / मध्यम / उच्च / बहुत उच्च)
BLS रोज़गार पूर्वानुमान तालिका के 831 विस्तृत व्यवसायों के आधार पर। मान NEM (नेशनल एम्प्लॉयमेंट मैट्रिक्स) कोड के स्तर पर दिया जाता है, इसलिए एक ही NEM कोड वाले व्यवसायों को वही बैंड मिलता है
- डेटा स्रोत: Anthropicप्रकाशन: 2026-03
0.350
0.000यहाँ दिए गए मानों की सीमा0.745मापक्रम, आधार और स्रोत
प्रेक्षित एक्सपोजर सूचकांक, प्रकाशित रूप में 0–1
O*NET कार्यों पर मैप किया गया
SOC 2018 व्यवसाय के स्तर पर प्रकाशित; समान SOC 2018 कोड वाले हर O*NET व्यवसाय को यही मान मिलता है
- डेटा स्रोत: ILOप्रकाशन: 2025
0.57
0.09यहाँ दिए गए मानों की सीमा0.70व्यवसाय-समूह स्तर का मान
मापक्रम, आधार और स्रोत
जेनरेटिव AI एक्सपोजर सूचकांक, प्रकाशित रूप में 0–1
ISCO-08 इकाई समूह के स्तर पर प्रकाशित मान। अमेरिकी श्रम सांख्यिकी ब्यूरो (BLS) की आधिकारिक क्रॉसवॉक तालिकाओं (ISCO-08 से 2010 SOC, 2010 SOC से 2018 SOC) को प्रकाशित रूप में लागू करके इस व्यवसाय से जोड़ा गया है; यह मिलान पूर्ण या आंशिक है
यह स्रोत किस प्रकार का आँकड़ा प्रकाशित करता है
BLS की श्रेणी सापेक्ष रैंक है, निरपेक्ष स्तर नहीं, और यह प्रथम-हस्त माप भी नहीं है: यह कई प्रकाशित अध्ययनों में व्यवसाय की पर्सेंटाइल रैंकों को चार बैंडों में बांटती है। यह रोज़गार या वेतन का पूर्वानुमान नहीं है, न अपनाए जाने की संभावना, और यह स्वचालन और संवर्धन में अंतर नहीं करती।
AI एक्सपोज़र (OpenAI रूब्रिक)
21 मूल्यांकित कार्य · β ≥ 0.5 वाले 20 कार्य (95.2%)
β = प्रत्यक्ष एक्सपोजर (E1) + 0.5 × उपकरण उपलब्ध होने पर एक्सपोजर (E2), स्रोत रिपॉजिटरी की परिभाषा के अनुसार।
- स्रोत इकाई: O*NET 27.2 के कार्य → O*NET 31.0 का पेशा कोड
- सभी मूल्यांकित कार्य O*NET 31.0 की कार्य-सूची में हैं।
- स्रोत
- OpenAI "GPTs are GPTs" exposure rubric
- संस्करण
- gh-main-0471612
- लाइसेंस
- MIT License, Copyright (c) 2024 OpenAI
कार्य
O*NET® 31.0 Database के कार्य-विवरण, मुख्य कार्य पहले।
| कार्य | प्रकार | β (OpenAI) |
|---|---|---|
| Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives. | मुख्य | 0.5 |
| Answer clients' questions about the purposes and details of financial plans and strategies. | मुख्य | 0.5 |
| 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. | मुख्य | 0.5 |
| Implement financial planning recommendations, or refer clients to someone who can assist them with plan implementation. | मुख्य | 0.5 |
| Prepare or interpret for clients information, such as investment performance reports, financial document summaries, or income projections. | मुख्य | 0.5 |
| Guide clients in the gathering of information, such as bank account records, income tax returns, life and disability insurance records, pension plans, or wills. | मुख्य | 0.5 |
| Contact clients periodically to determine any changes in their financial status. | मुख्य | 0.5 |
| Meet with clients' other advisors, such as attorneys, accountants, trust officers, or investment bankers, to fully understand clients' financial goals and circumstances. | मुख्य | 0 |
| Devise debt liquidation plans that include payoff priorities and timelines. | मुख्य | 0.5 |
| Recommend to clients strategies in cash management, insurance coverage, investment planning, or other areas to help them achieve their financial goals. | मुख्य | 0.5 |
| Review clients' accounts and plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment. | मुख्य | 0.5 |
| Manage client portfolios, keeping client plans up-to-date. | मुख्य | 0.5 |
| Recruit and maintain client bases. | मुख्य | 0.5 |
| Explain to clients the personal financial advisor's responsibilities and the types of services to be provided. | मुख्य | 1 |
| Investigate available investment opportunities to determine compatibility with client financial plans. | मुख्य | 0.5 |
| Monitor financial market trends to ensure that client plans are responsive. | मुख्य | 0.5 |
| Recommend financial products, such as stocks, bonds, mutual funds, or insurance. | मुख्य | 0.5 |
| Open accounts for clients, and disburse funds from accounts to creditors as agent for clients. | पूरक | 0.5 |
| Conduct seminars or workshops on financial planning topics, such as retirement planning, estate planning, or the evaluation of severance packages. | पूरक | 0.5 |
| Inform clients about tax benefits, government rebates, or other financial benefits of alternative-fuel vehicle purchases or energy-efficient home construction, improvements, or remodeling. | पूरक | 0.5 |
| Recommend environmentally responsible investments, such as cleantech, alternative energy, or conservation technologies, companies, or funds. | पूरक | 0.5 |
व्यावसायिक जानकारी
स्रोत और श्रेय
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.