Financial and investment advisers

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

Role Responsibilities

Monitoring investment performance, and reviewing and revising investment plans based on modified needs and changes in markets
Building and maintaining a client base
Arranging to buy and sell stocks and bonds for clients
Recommending and arranging insurance cover for clients
Interviewing clients to determine financial status and objectives, risk tolerance and other information needed to develop financial plans and investment strategies
Setting financial objectives, and developing and implementing strategies for achieving them

Highly skilled