Financial Advisor (Formal)IIPrivate Client AdvisorJob Skill RequirementsSpecified Duration of Work (If Any)...Duration-Compensation Type, Rate, and Annualized Result...Compensation- - - Estimated hours a skill will be applied during the task. Could be simply the task hours or specific to the skill...ExperienceLevel of skill required. Based on the tiered Job system (I - V) and a sublevel scale from 1 t0 10...1st YearLevel of skill required. Based on the tiered Job system (I - V) and a sublevel scale from 1 t0 10...StandardsSkills Required for the task...SkillsPoints are in Thousands...(in Thousands)Estimated hours a skill will be applied during the task. Could be simply the task hours or specific to the skill...CredentialLevel of skill required. Based on the tiered Job system (I - V) and a sublevel scale from 1 t0 10...LevelFocus is the proportion (based on intensity and frequency) a skills is applied relative to the other skills...HoursThis interpretation of Skill Points is based on the skill, hours, level and focus attributes (among other proprietary factors)...PointsUsage is the predicted application rate of the skill throughout the task relative to the number of hours...UsageThis interpretation of Skill Points is based on the skill, and the applied usage attributes (among other proprietary factors)..PointsStrategies and processes that a business uses to gain new customers ...Customer AcquisitionBL2.5Level Tier II - 4 4 II 822Daily/ 2D222Comprehensive evaluation of an individual's current pay and future financial state by using current known variables to predict future income, asset values and withdrawal plans. ...Financial PlanningBL2.5Level Tier II - 4 4 II 822Daily/ 2D222Economic services tied to finance provided by financial institutions. ...Financial ServicesBL2.5Level Tier II - 4 4 II 822Daily/ 2D222'Framework to estimate and understand the true cost of goods or services by identifying all necessary expenses, from materials and labor to overheads and potential risks, to support decision-making, budgeting, pricing, and scenario planning. ...Cost ModelingBL2.5Level Tier II - 4 4 II 822Weekly/ 8W816Structured process used by organizations to assess an employee's work quality, skills, and contributions through a specified time interval. ...Evaluate PerformanceBL2.5Level Tier II - 4 4 II 822Weekly/ 8W816Used to determine the intrinsic or fair value of an asset, investment, company, or security. ...Financial ValuationBL2.5Level Tier II - 4 4 II 822Weekly/ 8W816Coordinating the efforts of people to accomplish goals and objectives by using available resources efficiently and effectively. ...Business ManagementBL2.5Level Tier II - 4 4 II 822Daily/ 1D17'Branch of accounting concerned with the summary, analysis and reporting of financial transactions related to a business ...Financial AccountingBL2.5Level Tier II - 4 4 II 822Daily/ 1D17Abstract separation of a whole into its constituent parts in order to study the parts and their relations. analysis. abstract thought, logical thinking, reasoning. ...Analytical ThinkingBL2.5Level Tier II - 4 4 II 822Daily/ 2D222Solving problems from a non-sequential information-processing mode. ...Intuitive Problem SolvingBL2.5Level Tier II - 4 4 II 822Daily/ 1D17Ability to judge, make a decision, or form an opinion objectively, authoritatively, and wisely, especially in matters affecting action ...Judgment and Decision MakingBL2.5Level Tier II - 4 4 II 822Daily/ 1D17Ways to communicate and deal with existing customers. ...Client Relationship BuildingGP1Level Tier II - 4 4 II 425Weekly/ 10W1022Principles, practices, and guidelines that an organization follows when interacting with its customers. ...Customer RelationsGP1Level Tier II - 4 4 II 425Daily/ 2D222Ability to understand others behaviour and actions in accordance with the interaction at hand. ...Social PerceptivenessGP0.5Level Tier II - 4 4 II 292Weekly/ 6W610...Total Skill Points:10190219Objective is the primary goal of the task...Description- Link is a way to share an internal link to the task (if there is one)...Job LinkSkills Label™ Patent 11587190 skillslabel.com

Login or Register Account to Create a Job Future

© 2024 Skills Label LLC. All Rights Reserved.