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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
Taxonomy
- Close match: O*NET: Personal Financial Advisors
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.