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O*NET detailed work activity

Assess financial status of clients

AI can do the arithmetic, build the spreadsheet formula and suggest what to look at. Deciding what the numbers mean for your situation is still you.

Part of Evaluate condition of financial assets, property, or other resources, under the O*NET work activity group Judging the Qualities of Objects, Services, or People. Individual tasks below can carry a different label when their own wording calls for it (0 AI-ready, 11 AI-assist, 0 stays human).

Tasks built on this activity

• Examine documents to determine degree of risk from factors such as applicant health, financial standing and value, and condition of property.AI-assist Insurance Underwriters
• Assess clients' overall financial situations by reviewing income, assets, debts, expenses, credit reports, or other financial information.AI-assist Credit Counselors
• Analyze applicants' financial status, credit, and property evaluations to determine feasibility of granting loans.AI-assist Loan Officers
• Review changes to financial, family, or employment situations to determine whether changes to existing debt management plans, spending plans, or budgets are needed.AI-assist Credit Counselors
• Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.AI-assist Personal Financial Advisors
• Review clients' accounts and plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment.AI-assist Personal Financial Advisors
• Examine and analyze tax assets and liabilities to determine resolution of delinquent tax problems.AI-assist Tax Examiners and Collectors, and Revenue Agents
• Evaluate customer records and recommend payment plans, based on earnings, savings data, payment history, and purchase activity.AI-assist Credit Analysts
• Evaluate taxpayer finances to determine tax liability, using knowledge of interest and discount rates, annuities, valuation of stocks and bonds, and amortization valuation of depletable assets.AI-assist Accountants and Auditors
• Evaluate capital needs of clients and assess market conditions to inform structuring of financial packages.AI-assist Financial and Investment Analysts
• Match individuals' needs and eligibility with available financial aid programs to provide informed recommendations.AI-assist Loan Officers