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30 lines
1,012 B
Markdown
30 lines
1,012 B
Markdown
# Financial advisor
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- **Id**: https://logicsrc.com/openskill/financial-advisor
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- **Kind**: occupation
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- **Domain**: Finance
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- **Language**: en
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- **Aliases**: financial adviser, personal financial advisor
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A role that helps clients understand their financial position and plan toward their financial objectives.
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## Includes
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- Considering goals, resources, uncertainty and competing financial priorities.
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- Explaining recommendations and the assumptions and constraints behind them.
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## Related
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- [Investing](https://logicsrc.com/openskill/investing)
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- [Accountant](https://logicsrc.com/openskill/accountant)
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## Taxonomy
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- **Close match**: [O*NET: Personal Financial Advisors](https://www.onetonline.org/link/summary/13-2052.00)
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This relationship is a mapping proposed by the OpenSkill publisher. The source concept was reviewed on 2026-09-13; no taxonomy release is asserted.
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## License
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Original description: CC BY 4.0, Profullstack, Inc. Linked taxonomies and example artifacts retain their own terms.
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