advise on financial matters
Consult, advise, and propose solutions with regards to financial management such as acquiring new assets, incurring in investments, and tax efficiency methods.
Also called: give recommendations on financial matters, advising on financial matters, advise on matters of finance, offer suggestions on financial matters, counsel on financial matters, advise on financial matter
- 67
- occupations list it
- 39
- as essential
- 28
- as useful
Essential for
39- actuarial consultant
- asset manager
- bank account manager
- bank treasurer
- banking products manager
- brokerage firm director
- budget manager
- business consultant
- commodity broker
- corporate banking adviser
- credit adviser
- credit manager
- credit union manager
- financial analyst
- financial broker
- financial manager
- financial planner
- financial risk manager
- financial trader
- foreign exchange broker
- fundraising manager
- housing manager
- insurance agency manager
- insurance broker
- insurance claims manager
- insurance product manager
- insurance rating analyst
- investment adviser
- investment fund management assistant
- investment fund manager
- investment manager
- investor relations manager
- property acquisitions manager
- public funding advisor
- real estate manager
- relationship banking manager
- securities broker
- stock broker
- student financial support coordinator
Useful for
28- accountant
- accounting analyst
- accounting manager
- audit supervisor
- auditing clerk
- back office specialist
- bank manager
- bank teller
- business analyst
- corporate treasurer
- financial auditor
- financial controller
- foreign exchange trader
- insurance clerk
- legal service manager
- loan officer
- middle office analyst
- mutual fund broker
- personal trust officer
- post office counter clerk
- real estate leasing manager
- securities analyst
- securities trader
- securities underwriter
- statistician
- stock trader
- strategic planning manager
- tax advisor
Definition from ESCO, published by the European Commission. Source concept
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