Financial and investment advisers develop financial plans for individuals and organizations, and invest and manage funds on their behalf.
Skill level:
Highly skilled
Check your Wage
- Salary range for the majority of workers in Financial and investment advisers - from $2,555 to $8,401 per month - 2024.
- A Financial and investment advisers typically earns between $2,555 and $5,743 gross per month at the start of the job.
- After 5 years of service, this is between $2,768 and $5,960 per month for a working week of 40 hours.
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Tasks and duties
- Building and maintaining a client base
- Interviewing clients to determine financial status and objectives, risk tolerance and other information needed to develop financial plans and investment strategies
- Setting financial objectives, and developing and implementing strategies for achieving them
- Arranging to buy and sell stocks and bonds for clients
- Monitoring investment performance, and reviewing and revising investment plans based on modified needs and changes in markets
- Recommending and arranging insurance cover for clients
