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    Pediatricians, General

    Advise clients on financial plans utilizing 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 to establish investment strategies.

    Build and maintain client bases, keeping current client plans up-to-date and recruiting new clients on an ongoing basis. Contact clients periodically to determine if there have been changes in their financial status. Devise debt liquidation plans that include payoff priorities and timelines. Explain and document for clients the types of services that are to be provided, and the responsibilities to be taken by the personal financial advisor. Explain to individuals and groups the details of financial assistance available to college and university students, such as loans, grants, and scholarships. Guide clients in the gathering of information such as bank account records, income tax returns, life and disability insurance records, pension plan information, and wills. Implement financial planning recommendations, or refer clients to someone who can assist them with plan implementation. Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information needed to develop a financial plan. Monitor financial market trends to ensure that plans are effective, and to identify any necessary updates. Prepare and interpret for clients information such as investment performance reports, financial document summaries, and income projections. Recommend strategies clients can use to achieve their financial goals and objectives, including specific recommendations in such areas as cash management, insurance coverage, and investment planning. Research and investigate available investment opportunities to determine whether they fit into financial plans. Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives. Answer clients' questions about the purposes and details of financial plans and strategies. Review clients' accounts and plans regularly to determine whether life changes, economic changes, or financial performance indicate a need for plan reassessment. Sell financial products such as stocks, bonds, mutual funds, and insurance if licensed to do so. Collect information from students to determine their eligibility for specific financial aid programs. Conduct seminars and workshops on financial planning topics such as retirement planning, estate planning, and the evaluation of severance packages. Contact clients' creditors to arrange for payment adjustments so that payments are feasible for clients and agreeable to creditors. Determine amounts of aid to be granted to students, considering such factors as funds available, extent of demand, and financial needs. Meet with clients' other advisors, including attorneys, accountants, trust officers, and investment bankers, to fully understand clients' financial goals and circumstances. Open accounts for clients, and disburse funds from account to creditors as agents for clients. Authorize release of financial aid funds to students. Participate in the selection of candidates for specific financial aid awards.

    "Personal Financial Advisors" Economics and Accounting -- Knowledge of economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data. Mathematics -- Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications.

    Speaking -- Talking to others to convey information effectively. Active Listening -- Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times. Mathematics -- Using mathematics to solve problems. Judgment and Decision Making -- Considering the relative costs and benefits of potential actions to choose the most appropriate one. Service Orientation -- Actively looking for ways to help people. Writing -- Communicating effectively in writing as appropriate for the needs of the audience. Reading Comprehension -- Understanding written sentences and paragraphs in work related documents.

    Number Facility -- The ability to add, subtract, multiply, or divide quickly and correctly. Mathematical Reasoning -- The ability to choose the right mathematical methods or formulas to solve a problem. Problem Sensitivity -- The ability to tell when something is wrong or is likely to go wrong. It does not involve solving the problem, only recognizing there is a problem. Oral Expression -- The ability to communicate information and ideas in speaking so others will understand. Oral Comprehension -- The ability to listen to and understand information and ideas presented through spoken words and sentences. Speech Clarity -- The ability to speak clearly so others can understand you. Written Expression -- The ability to communicate information and ideas in writing so others will understand. Near Vision -- The ability to see details at close range (within a few feet of the observer). Inductive Reasoning -- The ability to combine pieces of information to form general rules or conclusions (includes finding a relationship among seemingly unrelated events). Written Comprehension -- The ability to read and understand information and ideas presented in writing.

    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. Processing Information -- Compiling, coding, categorizing, calculating, tabulating, auditing, or verifying information or data. Analyzing Data or Information -- Identifying the underlying principles, reasons, or facts of information by breaking down information or data into separate parts. Getting Information -- Observing, receiving, and otherwise obtaining information from all relevant sources. Documenting/Recording Information -- Entering, transcribing, recording, storing, or maintaining information in written or electronic/magnetic form. Provide Consultation and Advice to Others -- Providing guidance and expert advice to management or other groups on technical, systems-, or process-related topics. Identifying Objects, Actions, and Events -- Identifying information by categorizing, estimating, recognizing differences or similarities, and detecting changes in circumstances or events. Evaluating Information to Determine Compliance with Standards -- Using relevant information and individual judgment to determine whether events or processes comply with laws, regulations, or standards. Making Decisions and Solving Problems -- Analyzing information and evaluating results to choose the best solution and solve problems. Interpreting the Meaning of Information for Others -- Translating or explaining what information means and how it can be used.