About this role
Offer advice and develop strategies about financial planning, investing, insurance and other financial services.
What you might do day-to-day in this job
Typical tasks for a Financial Investment Adviser include:
- talk to prospective clients to determine their financial status and objectives
- develop financial plans and investment strategies for clients
- monitor investment performance, and review and revise investment plans based on client needs and changes in markets
- recommend insurance and investment products
- set financial objectives and implement strategies for achieving client objectives
- provide fund management advice for personal superannuation
- may buy and sell stocks and bonds for clients
- may refer clients to other organisations to obtain services outlined in financial plans.
Courses that can lead to a career as a Financial Investment Adviser
Showing:
1–3 of
8 courses
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- Traineeship
- On-the-job training
- 2 years
- Cost varies
- Financial help available
- No entry requirements
- Partially online
- Part-time may be available
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Certificate IV in Financial Services
FNS41820
- Traineeship
- On-the-job training
- 2 years
- Cost varies
- No entry requirements
- Partially online
- Part-time may be available
-
- 18 months – 2 years
- Cost varies
- No entry requirements
- Partially online
- Part-time may be available