ISCO 08 Code 2412     Financial and investment advisers

Lead Statement

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

Task statement

Tasks include:

• 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 the financial objectives;
• 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.

Included occupations

Examples of the occupations classified here:

• Planner, estate
• Planner, financial

Notes

(NCvB; Mei 2010)