---
esco_uri: http://data.europa.eu/esco/skill/79c36c91-28a5-44b7-ab9b-7093b2d4b21e
esco_label: "advise on financial matters"
relation: essential
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
---

# advise on financial matters — Financial Advisor

As a Financial Advisor, 'advising on financial matters' isn’t just about picking stocks; it's the *core* of what you do daily. It means deeply understanding a client’s complete financial picture – income, expenses, debts, goals (retirement, education, purchase), and risk tolerance. Typical tasks involve building comprehensive financial plans, recommending suitable investment portfolios (using tools like portfolio management software & market research platforms - Morningstar Direct, eMoney Advisor are common), explaining complex products clearly (insurance, annuities, ETFs), and modelling the impact of different scenarios (e.g., 'what if I retire 5 years earlier?'). It's about translating broad financial concepts into actionable steps *for that specific client*.

## Weitere Anreicherung

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