Financial and investment advisers

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

Skill level: Highly skilled

Check your Pay

  • The majority of Financial and investment advisers earn a salary between $8,729 and $38,979 per month in 2024.
  • A monthly wage for entry-level Financial and investment advisers ranges from $8,729 to $23,641.
  • After gaining 5 years of work experience, their income will be between $14,748 and $30,641 per month.

Salary Check

Role 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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