Financial and investment advisers

Check your Wage

Duties and tasks

  • 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

    Fill the salary survey

    Skill level

    Highly skilled