A female Investment Advisor gives advice to her client

Financial Investment Adviser

Offer advice and develop strategies about financial planning, investing, insurance and other financial services.

Overview

Financial investment advisors develop and implement financial plans for individuals or organisations and advise on investment strategies and their taxation implications. They manage the investment of personal or corporate funds into securities, insurance, pension plans and real estate.

Work is in an office, with regular travel to meet with clients.

Suited to confident decision-makers who are comfortable working with numbers. Systems thinking and critical analysis skills are essential as they underpin an ability to see trends in the economy and predict future growth or decline in financial assets. Knowledge of insurance, sales and marketing, economics, accounting and financial markets is important.

Day-to-day

  • talk to prospective clients to determine their financial status and objectives
  • develop financial plans and investment strategies for clients
  • monitor investment performance, and review and revise investment plans based on client needs and changes in markets
  • recommend insurance and investment products
  • set financial objectives and implement strategies for achieving client objectives
  • provide fund management advice for personal superannuation
  • may buy and sell stocks and bonds for clients
  • may refer clients to other organisations to obtain services outlined in financial plans.

Occupation snapshot
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Not available
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Moderate
Apprenticeships may be available

To become a Financial Investment Adviser

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