# Financial advisor

- **Id**: https://logicsrc.com/openskill/financial-advisor
- **Kind**: occupation
- **Domain**: Finance
- **Language**: en
- **Aliases**: financial adviser, personal financial advisor

A role that helps clients understand their financial position and plan toward their financial objectives.

## Includes

- Considering goals, resources, uncertainty and competing financial priorities.
- Explaining recommendations and the assumptions and constraints behind them.

## Related

- [Investing](https://logicsrc.com/openskill/investing)
- [Accountant](https://logicsrc.com/openskill/accountant)

## Taxonomy

- **Close match**: [O*NET: Personal Financial Advisors](https://www.onetonline.org/link/summary/13-2052.00)

This relationship is a mapping proposed by the OpenSkill publisher. The source concept was reviewed on 2026-09-13; no taxonomy release is asserted.

## License

Original description: CC BY 4.0, Profullstack, Inc. Linked taxonomies and example artifacts retain their own terms.