Main Content
$2,307 per week
Moderate

Overview

Financial Investment Advisers and Managers develop financial plans for individuals and organisations, and invest and manage funds on their behalf.

Day-to-day

  • 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.

To become a Financial Investment Adviser and Manager

  • You usually need a formal qualification in finance, accounting, commerce or economics to work as a Financial Investment Adviser or Manager. Vocational Education and Training (VET) and university are both common study pathways.

    Find a Bachelor of Economics

    Find a Bachelor of Finance

  • Registration with the Australian Security and Investments Commission is required.

Skills employers are looking for

  • Financial Planning

  • Communication Skills

  • Building Relationships

  • Planning

  • Organisational Skills

  • Writing

Careers to explore