Financial Advisor
Financial Advisors buy and sell securities or commodities for investment and trading firms, and offer financial services to businesses and individuals. They may advise clients on stocks, bonds, managed funds, commodities, and market conditions to help them make informed investment decisions.
Did you know?
To work as a Financial Services Sales Agent in Australia, you must obtain relevant licences through ASIC (Australian Securities and Investments Commission). This typically involves completing approved training courses and passing examinations to demonstrate your knowledge of financial products and regulations.
At a glance
Typical average pay
$105,000 Avg/yr
Growth
Stable
Top skill
Critical Thinking
Things to consider
Educational Pathways and Skills Development
Consider pursuing a Bachelor's degree in Finance, Economics, or Business. Strong mathematical skills, analytical thinking, and excellent communication abilities are essential. Many professionals also complete additional certifications in financial planning or investment analysis.
Career Progression and Specialisation
Entry-level positions often start as junior advisors or support roles. With experience, you can specialise in areas like wealth management, corporate finance, or become a senior financial advisor. Some professionals eventually start their own financial advisory firms.
Key responsibilities
Obtains information on securities, market conditions, government regulations and financial circumstances of clients
Interprets data from securities reports, financial periodicals and stock-quotation viewer screens
Analyses financial markets and financial market products
Provides information and offers advice on financial market matters and market conditions, as well as the history and prospects of corporations
Executes buy and sell orders in the market place on behalf of clients