LO
Financial adviser / financial planner — skills, knowledge and links
Where this job sits in the official classifications, what those classifications say it demands, and what it connects to. Every block names its source: our own judgements, the U.S. Department of Labor's O*NET, or the U.S. Department of Education.
How it connects#
O*NET also lists (no page here yet): Credit Counselors · Securities, Commodities, and Financial Services Sales Agents · Investment Fund Managers · Financial Risk Specialists · Financial Managers · Financial Examiners
In the official classification#
Personal Financial Advisors
Fit with this page: same job
Job Zone 4: considerable preparation
See it on O*NET OnLine ↗What O*NET rates highest#
From O*NET 13-2052.00 (Personal Financial Advisors). Ordered by O*NET's importance rating; the words are O*NET's own scale anchors.
Transferable skills
- Social PerceptivenessVery important
- Service OrientationVery important
- Complex Problem SolvingVery important
- Judgment and Decision MakingVery important
- PersuasionImportant
- Systems AnalysisImportant
- Systems EvaluationImportant
- CoordinationImportant
Knowledge
- Customer and Personal ServiceVery important
- Economics and AccountingVery important
- English LanguageVery important
- MathematicsVery important
- PsychologyImportant
- Administration and ManagementImportant
Work activities
- Getting InformationExtremely important
- Analyzing Data or InformationExtremely important
- Working with ComputersExtremely important
- Making Decisions and Solving ProblemsExtremely important
- Establishing and Maintaining Interpersonal RelationshipsExtremely important
- Processing InformationVery important
Abilities
- Oral ComprehensionVery important
- Written ComprehensionVery important
- Oral ExpressionVery important
- Speech ClarityVery important
- Inductive ReasoningVery important
- Written ExpressionVery important
Essential skills
- Reading ComprehensionVery important
- Active ListeningVery important
- SpeakingVery important
- WritingVery important
- Critical ThinkingVery important
Our task judgements#
O*NET says what this job demands. It does not say what automation is doing to it — that is what this site's 6 task judgements are for: 1 backed by a verified event, 5 platform inference. VOLO judgement
Sources and rules#
- Four kinds of source, and each block says which: this site's own judgements, O*NET, the U.S. Department of Education's CIP–SOC crosswalk, or something computed mechanically from those. Nothing on this page is a rating we made up.
- O*NET's importance ratings are used only to order and shorten the lists. They are never combined with this site's impact index or evidence counts.
- The fit between our page and an O*NET occupation is our judgement and is stated per code: same job, broader, part of it, or only the closest there is.
- O*NET 31.0 Database, August 2026 release, U.S. Department of Labor/Employment and Training Administration, CC BY 4.0. O*NET® is a trademark of USDOL/ETA. The translations of O*NET descriptors on this page are ours, not O*NET's.