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 nowJob growth
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In the last 3 monthsSalary
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Typical salaryJob satisfaction
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Job opportunities
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Jobs in SEEK right nowSalary
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Typical salaryJob growth
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In the last 3 monthsJob satisfaction
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On this page
- What's it like to be a Financial Adviser?
- Latest Financial Adviser jobs
- Top skills and experience for Financial Advisers
- Financial Adviser role reviews
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.
Compare your salary
Find out how your salary compares with the average salary for Financial Advisers.Latest Financial Adviser jobs on SEEK
Be one of the first to discover these recently listed jobs, or browse all Financial Adviser jobs on SEEK right now.Did you find this helpful?
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. Financial Advice
Investments
Financial Services
Finance Industry
Relationship Management
Risk Assessment
Process Planning
Team Work
Financial Planning
Goal Focused
Health Insurance
Communication Skills
Insurance Products
Relationship Building
Wealth Management
Finance Strategy
Zoom
Home Lending
Results Focused
Financial Reporting
Source: SEEK job ads and SEEK Profile data
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Latest Financial Adviser reviews
Jul 2024
Being an insurance adviser involves educating clients on insurance options, assessing their needs, and providing tailored solutions to protect their assets and loved ones.
Experience5 – 9 years
Organisation sizeSmall (1-19 employees)
SpecialisationInsurance & Superannuation
The good thingsHelping People: You get to assist clients in protecting their assets and loved ones, providing peace of mind.
2. Variety: Every client has different needs, which keeps the job interesting and diverse...
The challenges1. Uncertainty: The financial markets can be unpredictable, which can be stressful when advising clients on investments.
2. Client Losses: Witnessing clients experience financial losses despite your ...
Read more
Dec 2023
Selling your soul
Reviewer's QualificationCertificate in Financial Services
Experience5 – 9 years
Organisation sizeSmall (1-19 employees)
SpecialisationInsurance & Superannuation
The good thingsYour time can be flexible and there is the ability to earn good money.
The challengesMost places are commission based or provide a retainer that you must repay. This often causes people to cross ethical lines.
Read more
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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 www.seek.co.nz
