Occupation Atlasinvestment adviser
ESCO · http://data.europa.eu/esco/occupation/38d9c76b-1a7b-4d65-879b-733ae7e9364e
investment adviser
Investment advisers are professionals who offer transparent advice by recommending suitable solutions on financial matters to their clients. They advise on investing pension or free funds in securities such as stocks, bonds, mutual funds and exchange-traded funds to customers. Investment advisers serve individuals, households, families and owners of small companies.
Compare with another occupationCompare with investment manager
Job Zone
- 1
- 2
- 3
- 4
- 5
Zone 4: Considerable Preparation Needed
Considerable preparation. Usually a bachelor's degree plus several years of work-related experience, knowledge, or training.
Job Zone is O*NET's rating of how much education, experience and training an occupation typically needs — a property of the work, not of anyone doing it.
Occupational interest profile
CEIConventional · Enterprising · Investigative — the three strongest interests, in order
- C Conventional5.54
- E Enterprising5.09
- I Investigative5.06
- S Social2.25
- A Artistic1.78
- R Realistic1.00
RIASEC (Holland) interests on O*NET's 0–7 scale: what the work draws on, not what any individual prefers. Hover a row for what each dimension means.
Job Zone and interest data are borrowed from Financial and Investment Analysts (13-2051.00): in the official ESCO–O*NET crosswalk, its close O*NET match, and the best-ranked match that has them. ESCO doesn't publish them directly.
Typically associated skills
Essential (23)
ESCO's essential and optional tags describe how its taxonomy relates a skill to this occupation. They are not the essential functions of a job under the ADA, which an employer determines for its own role.
- advise on financial matters
- advise on investment
- analyse financial risk
- analyse market financial trends
- assess financial viability
- assess risks of clients' assets
- asset management
- banking activities
- explain financial jargon
- financial markets
- financial products
- funding methods
- interpret financial statements
- modern portfolio theory
- monitor bond market
- monitor stock market
- obtain financial information
- provide financial product information
- provide support in financial calculation
- review investment portfolios
- securities
- stock market
- synthesise financial information
Optional (25)
- analyse business plans
- analyse financial performance of a company
- apply credit risk policy
- build business relationships
- business valuation techniques
- communicate with banking professionals
- consult credit score
- create a financial plan
- credit control processes
- develop investment portfolio
- ensure proper document management
- examine credit ratings
- fundamental analysis
- green bonds
- identify customer's needs
- impact investing
- manage contracts
- perform clerical duties
- perform stock valuation
- principles of insurance
- promote financial products
- prospect new customers
- social bonds
- sustainable finance
- types of insurance
O*NET equivalents
From the official ESCO–O*NET crosswalk, strongest match first. A broader occupation takes in this one; a narrower one is a part of it.
Closest occupations
Compare any occupation →ESCO occupations that share the most of this occupation's 23 essential skills. A plain count, not a hidden score.
investment manager
13 shared · 16 more of its ownasset management, monitor stock market, stock market, review investment portfolios
ESCO · Compare
investment analyst
12 shared · 9 more of its ownasset management, monitor stock market, modern portfolio theory, provide support in financial calculation
ESCO · Compare
securities analyst
12 shared · 9 more of its ownadvise on investment, asset management, monitor stock market, modern portfolio theory
ESCO · Compare
investment fund manager
12 shared · 18 more of its ownasset management, monitor stock market, modern portfolio theory, stock market
ESCO · Compare
stock broker
11 shared · 7 more of its ownassess risks of clients' assets, asset management, modern portfolio theory, stock market
ESCO · Compare
financial planner
11 shared · 12 more of its ownassess risks of clients' assets, provide financial product information, modern portfolio theory, provide support in financial calculation
ESCO · Compare
securities broker
10 shared · 10 more of its ownassess risks of clients' assets, stock market, review investment portfolios, financial markets
ESCO · Compare
mutual fund broker
9 shared · 8 more of its ownmonitor stock market, provide financial product information, modern portfolio theory, stock market
ESCO · Compare
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This page includes information from the O*NET 31.0 Database by the U.S. Department of Labor, Employment and Training Administration (USDOL/ETA), used under the CC BY 4.0 license; O*NET® is a trademark of USDOL/ETA. ESCO occupations and skills are from the European Commission's ESCO classification, and the occupation crosswalk is the official ESCO–O*NET mapping by the ESCO Secretariat with USDOL/ETA. This service uses the ESCO classification of the European Commission. BlissPoint Analytics has modified all or some of this information: skill, task and descriptor ratings are rounded to one decimal, and ESCO occupations show Job Zone and interests copied from a crosswalked O*NET occupation. USDOL/ETA has not approved, endorsed, or tested these modifications.