Financial Investment Advisers and Manager Careers

Ideal for

“I am curious and love to construct things. If you wanted the tallest and strongest tower made of spaghetti and marshmallows, ask me, I love a challenge! I like to understand the theories that sit behind the design and creativity of things and how they are made. When I think about my skills and the type of work I’d like to get into, it would definitely be something that blends maths, science and engineering and art. Chimpanzees are great at creative problem solving with others, and I dig that!”

“I am a person who loves knowledge and sharing information, whether it’s teaching people a different language, sharing totally random facts or explaining how gravity works (even if you didn’t want to know). I’ve got pretty good skills in reading, writing, communicating and I LOVE learning. Unlike people who like to use their hands, I am all about policies, theory and research and want to use these skills in business or education settings to help share what I know with others – sharing is caring right? Dolphins love to learn and also educate others: follow their lead!”

Overview

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

Job Titles

mdi-briefcase-variant Financial Investment Adviser

mdi-briefcase-variant Financial Investment Manager

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Job 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

Training & Qualifications

Vocational education & training (VET)

Certificate IV in Superannuation
Diploma of Company Analysis and Portfolio Management
Diploma of Financial Services
Advanced Diploma of Paraplanning

More about VET

University

Bachelor of Economics
Bachelor of Finance

More about University

Industry

Banking & Financial Services

If you think you would like to organise, analyse and check the accuracy of financial information, or to offer advice on insurance or financial products, then you should consider a career working in Banking & Financial Services. Qualifying for a role in this sector could see you in charge of preparing budgets, financial statements, tax returns, audits and reports, managing the payroll of a large company, maintaining customer databases, ensuring procedures comply with government regulations, or participating in the development of business plans. Other roles in the Banking & Financial Services sector focus on customer service and on matching products to clients’ needs. While work in Banking & Financial Services usually takes place in an office environment, some people are able to do part of their work at home, due to the growth of remote technological capabilities. The career possibilities in finance and insurance are very broad, with plenty of scope for work across a variety of businesses. Let’s face it, most companies need financial services of some kind! And due to shifting global financial conditions, this industry is undergoing rapid changes, making it a very exciting time to get involved.

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Other careers in this industry include:

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Financial Investment Advisers and Managers

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