Career Harvest

Financial Advisor

Provide financial advice and develop financial plans for clients.

Tasks

  • Interview prospective clients to determine financial status and objectives, discuss financial options and develop financial plans
  • Recommend and arrange insurance cover for clients
  • Set financial objectives, develop and implement strategies for achieving financial objectives
  • Manage funds raised from personal superannuation savings policies and unit trusts
  • Direct collection of financial, accounting and investment information and prepare budgets, reports, forecasts and statutory returns
  • Refer clients to other organisations to obtain services outlined in financial plans

Personal Requirements

  • communication skills
  • organisational skills
  • ability to work alone or as part of team
  • problem solving skills
  • enjoy working with people
  • computer skills

Qualifications

Most universities offer a business or commerce degree; some universities offer an agribusiness degree with a focus on agricultural product trade. A degree in agriculture is also relevant.

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