Financial Investment Advisers

What the job involves

• Interviews prospective clients to determine financial status and objectives, discusses financial options and develops financial plans and investment strategies
• Monitors investment performance, and reviews and revises investment plans based on modified needs and changes in markets
• Recommends and arranges insurance cover for clients
• Arranges to buy and sell stocks and bonds for clients
• Advises on investment strategies, sources of funds and the distribution of earnings
• Sets financial objectives, and develops and implements strategies for achieving the financial objectives
• Manages funds raised from personal superannuation savings policies and unit trusts
• May refer clients to other organisations to obtain services outlined in financial plans

Key values of workers in Financial Investment Advisers

• Achievement

  Occupations that satisfy this work value are results oriented and allow employees to use their strongest abilities, giving them a feeling of accomplishment. Corresponding needs are Ability Utilization and Achievement.

• Working Conditions

  Occupations that satisfy this work value offer job security and good working conditions. Corresponding needs are Activity, Compensation, Independence, Security, Variety and Working Conditions.

• Recognition

  Occupations that satisfy this work value offer advancement, potential for leadership, and are often considered prestigious. Corresponding needs are Advancement, Authority, Recognition and Social Status.

• Relationships

  Occupations that satisfy this work value allow employees to provide service to others and work with co-workers in a friendly non-competitive environment. Corresponding needs are Co-workers, Moral Values and Social Service.

• Support

  Occupations that satisfy this work value offer supportive management that stands behind employees. Corresponding needs are Company Policies, Supervision: Human Relations and Supervision: Technical.

Top skills required for workers in Financial Investment Advisers

• Active Listening

  Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.

• Writing

  Communicating effectively in writing as appropriate for the needs of the audience.

• Speaking

  Talking to others to convey information effectively.

• Critical Thinking

  Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.

• Judgment and Decision Making

  Considering the relative costs and benefits of potential actions to choose the most appropriate one.