Home › Work activities › Interview clients to gather financial information
O*NET detailed work activityInterview clients to gather financial information
AI-assistPrepare to ask
4 jobs4 tasks
Use AI to prepare better questions and to organize your notes afterward. Listening to the person in front of you is yours.
Part of Interview people to obtain information, under the O*NET work activity group Getting Information. Individual tasks below can carry a different label when their own wording calls for it (0 AI-ready, 4 AI-assist, 0 stays human).
Tasks built on this activity
- Interview clients to obtain additional information on taxable income and deductible expenses and allowances.
- Interview clients by telephone or in person to gather financial information.
- Meet with applicants to obtain information for loan applications and to answer questions about the process.
- Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan.