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
$55K
Lower
$72K to $215K
Most common
$441K
Upper
How does this pay compare?
Pay is before tax
Your training could be
1-2 years
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
- advise clients about investment opportunities
- explain investment options
- explain financial risks and rewards
- assess clients' financial goals
- monitor market trends and changes
- prepare financial reports and documents
- process investment applications
- prepare investment agreements
- keep client records up to date
Enterprising
Organised
Social
Interests that fit this job
Interest quiz,
Kairoro Kaingākau
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 investment adviser.
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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Māramatanga Mahi
People employed
2.9K
Employment change
Strong increase
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