What would you do as a Financial adviser?
Financial advisers
- usually work regular business hours but may work extra hours
- usually work in offices and may travel locally
- need be accurate, logical and identify and solve problems
Tasks
- help people manage and increase their money
- give advice about saving and investing
- create plans for clients to reach goals
- check risks with making money decisions
- explain types of insurance and loans
- research market trends and investment options
- review and update financial plans
- follow financial laws and standards
- prepare reports on money and investments
- meet with clients to discuss their finances
How can you become a Financial adviser?
You need a qualification to become a financial adviser and experience may be useful.
You need
- a New Zealand Certificate in Financial Services (Level 5)
You may need
- experience in similar work
- a bachelor's degree in business, finance or similar area
- to be a member of Financial Advice New Zealand
- to be a Certified Financial Planner
If you're in school
You usually need NCEA Level 3 to do the study or training for this job.
