// Unit group · 2412

Financial and Investment Advisers

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

2 Professionals / 24 Business and Administration Professionals / 241 Finance Professionals / All level 4

// Working conditions

Sitting and standing

// Hand tools

No hand tools in this set.

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 the financial objectives

arranging to buy and sell stocks and bonds for clients

monitoring investment performance, and reviewing and revising investment plans based on modified needs and changes in markets

recommending and arranging insurance cover for clients.

Included occupations

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

Indexed job titles 15