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OverviewNature of WorkKnowledge AreasSkills Utilized
Job ActivitiesAbilitiesJob ConditionsWork SatisfactionEducation/Training

Job Activities

Learn about the most important job activities for Personal Financial Advisors. Also, find out how proficient you have to be in each job activity.

Importance*More Info
1.Getting Information92
2.Communicating with Persons Outside Organization82
Analyzing Data or Information82
Processing Information82
5.Judging the Qualities of Things, Services, or People80
6.Making Decisions and Solving Problems79
7.Developing Objectives and Strategies77
Updating and Using Relevant Knowledge77
9.Interpreting the Meaning of Information for Others75
10.Interacting With Computers74
* Importance out of 100

Score Key
  Importance for success in this profession
  Level of proficiency needed

Job Activity Scores

Getting Information
Observing, receiving, and otherwise obtaining information from all relevant sources.
92
75
Follow a standard blueprintReview a budgetStudy international tax laws
Communicating with Persons Outside Organization
Communicating with people outside the organization, representing the organization to customers, the public, government, and other external sources. This information can be exchanged in person, in writing, or by telephone or e-mail.
82
74
Have little contact with people outside the organizationMake standard presentations about available servicesPrepare or deliver press releases
Analyzing Data or Information
Identifying the underlying principles, reasons, or facts of information by breaking down information or data into separate parts.
82
70
Determine the location of a lost orderDetermine the interest cost to finance a new buildingAnalyze the cost of medical care services for all hospitals in the country
Processing Information
Compiling, coding, categorizing, calculating, tabulating, auditing, or verifying information or data.
82
76
Tabulate the costs of parcel deliveriesCalculate the adjustments for insurance claimsCompile data for a complex scientific report
Judging the Qualities of Things, Services, or People
Assessing the value, importance, or quality of things or people.
80
74
Determine whether to remove a tree that has been damagedDetermine the value of property lost in a fireEstablish the value of a recently discovered ancient art work
Making Decisions and Solving Problems
Analyzing information and evaluating results to choose the best solution and solve problems.
79
69
Determine the meal selection for a cafeteriaSelect the location for a major department storeMake the final decision about a company's 5-year plan
Developing Objectives and Strategies
Establishing long-range objectives and specifying the strategies and actions to achieve them.
77
63
Plan the holiday schedule for an airline workforceDevelop the plan to complete the merger of two organizations over a 3-year periodDevelop a 10-year business plan for an organization
Updating and Using Relevant Knowledge
Keeping up-to-date technically and applying new knowledge to your job.
77
67
Keep up with price changes in a small retail storeKeep current on changes in maintenance procedures for repairing sports carsLearn information related to a complex and rapidly changing technology
Interpreting the Meaning of Information for Others
Translating or explaining what information means and how it can be used.
75
61
Interpret a blood pressure readingInterpret how foreign tax laws apply to U.S. exportsInterpret a complex experiment in physics for general audiences
Interacting With Computers
Using computers and computer systems (including hardware and software) to program, write software, set up functions, enter data, or process information.
74
50
Enter employee information into a computer databaseWrite software for keeping track of parts in inventorySet up a new computer system for a large multinational company