Who is a Financial and investment advisers?

Job Title ( International classification ):

Financial and investment advisers

ISCO Code:

2412

Job Description:

Financial and investment advisers develop financial plans for individuals and organizations, and invest and manage funds on their behalf.

Tasks:

Main Tasks include -

(a) building and maintaining a client base
(b) interviewing clients to determine financial status and objectives, risk tolerance and other information needed to develop financial plans and investment strategies
(c) setting financial objectives, and developing and implementing strategies for achieving the financial objectives
(d) arranging to buy and sell stocks and bonds for clients
(e) monitoring investment performance, and reviewing and revising investment plans based on modified needs and changes in markets
(f) recommending and arranging insurance cover for clients.

Inclusions:

Examples of the occupations classified here:
- Estate planner
- Financial planner

Similar ONET Jobs:

Careers Indian Standards:

Careers ( AUS/NZ Standards ):

Careers ( UK Standards ):