Direct financial activities, such as planning, procurement, and investments for all or part of an organization.
Direct and coordinate financial activities of workers in a branch, office, or department of an establishment, such as branch bank, brokerage firm, risk and insurance department, or credit department.
Advise clients on financial plans using knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate. Duties include assessing clients' assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives.
Buy and sell securities in investment and trading firms and develop and implement financial plans for individuals, businesses, and organizations.