Financial adviser, Kaitohutohu ahumoni
Also known as
- Financial planner, financial risk manager, authorised financial adviser, registered financial adviser, qualifying financial entity adviser, wealth adviser
Financial advisers help people and organisations to make informed decisions about their money.
01:57 mins
Your pay could be
$52K
Lower
$70K to $129K
Most common
$215K
Upper
How does this pay compare?
Pay is before tax
Financial advisers
- usually work regular business hours but may work extra hours
- usually work in offices and may travel locally
- need be accurate, logical and identify and solve problems
Tasks
- Interview clients to gather financial information.
- Recommend investments to clients.
- Implement financial decisions.
- Assess financial status of clients.
- Correspond with customers to answer questions or resolve complaints.
- Educate clients on financial planning topics.
- Identify strategic business investment opportunities.
- Prepare financial documents, reports, or budgets.
- Interpret financial information for others.
- Analyse market conditions or trends.
You need a qualification to become a financial adviser and experience may be useful.
You may need
- experience in similar work
- a bachelor's degree in business, finance or similar
- to be a member of Financial Advice New Zealand
- to be a Certified Financial Planner
Registration
You need to be registered to do this job. This means you meet your industry's professional standards.
Financial Service Providers Register
Phone Number,0508 377 746
https://fsp-register.companiesoffice.govt.nz/
If you’re in school
You usually need NCEA Level 3 to do the study or training for this job.
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