Financial and investment advisers

Financial and investment advisers develop financial plans for individuals and organizations, and invest and manage funds on their behalf.

Job Responsibilities

• 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

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