Investment Adviser

Investment Advisers research, plan and lead financial plan activities to invest and manage resources for companies and organisations. They should have strong analytical abilities to recommend beneficial investments and manage financial funds.

Duties and tasks

  • Analyse market changes and monitor investments, revising and modifying investment plans if needed
  • Consult with potential clients to determine finances and create financial objectives and outline options or strategies for investing
  • Counsel clients on funding sources, investment strategies, and distribution of yields
  • Facilitate the purchase and selling of stocks and bonds on behalf of clients accounts
  • Handle retirement and trust funds for clients, allocating money based on clients desires.
  • Manage individual or organisational financial, accounting and investment information in order to advise on budgets and investments and prepare reports on financial position
  • Offer information and advice for clients regarding other aspects of financial concerns, including insurance plans and coverage

Skills required

  • Analytical Skills
  • Critical Thinking
  • Organisational Skills
  • Problem Solving
  • Time Management

Working conditions

Investment Advisers typically work regular Monday to Friday hours, but may be required to work evenings or weekends to complete reports or conduct research on market and accounts. They typically work in indoor office settings and may need to travel locally to meet with clients.

Professional associations / Industry information

Australian Securities and Investments Commission

Financial Planning Association of Australia Ltd

The Institute of Chartered Accountants in Australia (ICAA)

Related jobs and job titles

  • Accountant
  • Actuary
  • Auditor
  • Financial Dealer
  • Financial Planner
  • Financial Planning Adviser
  • Financial Trader
  • Investment Consultant

Related degrees

Related subjects