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.
Duration
01:57 mins
Your pay could be
$55K
Lower
$70K to $136K
Most common
$217K
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
- help people manage and increase their money
- give advice about saving and investing
- create plans for clients to reach goals
- check risks with making money decisions
- explain types of insurance and loans
- research market trends and investment options
- review and update financial plans
- follow financial laws and standards
- prepare reports on money and investments
- meet with clients to discuss their finances
Enterprising
Organised
Social
Interests that fit this job
Interest quiz,
Kairoro Whakaritea
Do the Interest quiz to find out how well your interests fit with this job.
Do the quizYou 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 area
- 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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