---
esco_uri: http://data.europa.eu/esco/skill/0bd4c62a-c309-467e-be76-8403b3f3a1a8
esco_label: "financial products"
relation: optional
onet_soc: 13-2052.00
source: model-knowledge
confidence: high
qa_count: 0
generator: gemma3:27b (prompt-designed and spot-checked by Claude)
generated: 2026-07-10
---

# financial products — Financial Advisor

As a Financial Advisor, 'financial products' isn’t just *knowing* what shares, bonds, funds, options etc. *are*; it's about applying that knowledge to build portfolios tailored to client goals and risk tolerance. Daily tasks involve researching product suitability – comparing fund performance (using tools like Morningstar Direct or FactSet), analyzing bond yields & credit ratings, understanding the tax implications of different investments, and staying updated on new product launches. You’ll be explaining complex features in plain language, justifying recommendations with data, and documenting your rationale for compliance.

## Weitere Anreicherung

Stage-2 source for future practitioner grounding: EconStor (open-access economics/finance literature).
