Financial Investment Advisers and Managers
Snapshot
Financial Investment Advisers and Managers develop financial plans for individuals and organisations, and invest and manage funds on their behalf.
| Job stats | |
|---|---|
| How many are employed in this occupation? | 43700 |
| What are the average weekly earnings for full time workers ($ before tax)? | $1225 |
| How does unemployment compare with other occupations? | below average |
| What is the vacancy level for this occupation? | moderate |
| What are the job prospects for this occupation? | good |
Tasks
This occupation may include associated occupations with varying tasks.
- interviewing prospective clients to determine financial status and objectives, discussing financial options and developing financial plans and investment strategies
- monitoring investment performance, and reviewing and revising investment plans based on modified needs and changes in markets
- recommending and arranging insurance cover for clients
- arranging to buy and sell stocks and bonds for clients
- advising on investment strategies, sources of funds and the distribution of earnings
- setting financial objectives, and developing and implementing strategies for achieving the financial objectives
- managing funds raised from personal superannuation savings policies and unit trusts
- assisting in meeting superannuation compliance requirements
- directing the collection of financial, accounting and investment information and the preparation of budgets, reports, forecasts and statutory returns
- may refer clients to other organisations to obtain services outlined in financial plans
Job Titles
- Financial Investment Adviser
- Financial Investment Manager