Financial Adviser
Provide clients with advice on financial matters, helping them make informed decisions on investments, savings, and retirement planning.
Job opportunities
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Jobs in SEEK right now
Job growth
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In the last 3 months
Salary
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Typical salary
Job satisfaction
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Job opportunities
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Jobs in SEEK right now
Salary
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Typical salary
Job growth
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In the last 3 months
Job satisfaction
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What's it like to be a Financial Adviser?
A Financial Adviser guides individuals and companies in making sound financial decisions. They evaluate their clients' financial needs, set financial goals, and help them make decisions on matters like investments, tax laws, and insurance coverages. Financial Advisers need to build a trust-based relationship with their clients, understand their needs, and propose tailored financial strategies.
Tasks and duties
- Assessing clients' financial situations by gathering information about investments, asset allocation, savings, tax planning, retirement planning, and estate planning.
- Evaluating the financial market trends to ensure that the client's plans are effective and to identify any necessary updates.
- Developing financial plans and strategies based on the client's financial goals and risk tolerance.
- Providing clients with investment advice and options, as well as an understanding of the risks associated with each investment.
- Monitoring the client's account to determine if changes are needed to improve account performance.
- Conducting regular reviews with clients to discuss their goals and adjust the financial plan as needed.
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Find out how your salary compares with the average salary for Financial Advisers.
Latest Financial Adviser jobs on SEEK
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Skills and experience employers are looking for
Having the right skills and experience can make you an in-demand applicant. Financial Adviser employers on SEEK are looking for job seekers with expertise in the following areas.
Source: SEEK job ads and SEEK Profile data
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Latest Financial Adviser reviews
Dec 2023
Reviewer's Qualification
Certificate in Financial Services
Experience
5 – 9 years
Organisation size
Small (1-19 employees)
The good things
Your time can be flexible and there is the ability to earn good money.
The challenges
Most places are commission based or provide a retainer that you must repay. This often causes people to cross ethical lines.
Read more
Sep 2023
Reviewer's Qualification
Certificate in Financial Services
Experience
1 – 4 years
Organisation size
Small (1-19 employees)
The good things
Helping and educating people. Helping them think outside the box when it comes to financial planning
The challenges
Level of admin required to meet regulation
Read more
Source: SEEK role reviews
SEEK has not verified the truth or accuracy of these comments and does not adopt or endorse any of the comments posted on this page.SEEK collects and posts the comments for what they are worth and for information purposes only to assist candidates to find employment through seek.co.nz
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