Financial adviser, Kaitohutohu ahumoni
Also known as
- Financial planner, financial risk manager, authorised financial adviser, registered financial adviser, qualifying financial entity adviser, wealth adviser
- , Kaitohutohu Ahumoni Whaiaro
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
- 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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