Financial investment adviser, Kaitohutohu haumi pūtea
Also known as
- Investment adviser, investment specialist
Financial investment advisers inform clients about stocks, bonds, mutual funds, commodities and financial market conditions.
Your pay could be
$52K
Lower
$79K to $244K
Most common
$434K
Upper
How does this pay compare?
Pay is before tax
Financial investment advisers
- usually work regular business hours but may work evenings and weekends
- usually work in offices and may travel locally
- need to be logical, accurate and communicate well
Tasks
- Negotiate prices or other sales terms.
- Monitor market conditions or trends.
- Maintain records of sales or other business transactions.
- Sell products or services.
- Prepare sales or other contracts.
- Process sales or other transactions.
- Prepare financial documents, reports, or budgets.
- Gather customer or product information to determine customer needs.
- Explain financial information to customers.
- Develop proposals for current or prospective customers.
You need a qualification to become a financial investment adviser.
You need
- a New Zealand Certificate in Financial Services (Level 5)
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 need NCEA Level 3 to do the study or training for this job.
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