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Overview
Investment advisers help clients choose suitable financial solutions for pensions, savings and free funds, often involving securities, funds, bonds or exchange-traded products.
In job descriptions, look for client advice, portfolio reviews, risk assessment, financial planning, investment products, market trend analysis, valuation methods and clear explanation of financial terms.
Explore this occupation
Search jobsWhat the work can involve
Investment adviser work is client-facing and evidence-based. The adviser gathers financial aims, time horizon and risk tolerance, then links those details to portfolios, pension funds, securities or other investment products.
Skills and specializations
Important skills include explaining financial jargon, assessing asset risk, reviewing portfolios, preparing financial plans, analysing market trends and documenting why a recommendation fits the client’s situation.
Salary context
Salary context depends on client segment, product complexity, portfolio responsibility, advice model, sales targets, compliance documentation and whether the role serves households, families or small business owners.
Career paths
Career paths can move from banking, customer advisory, financial analysis or portfolio support into specialist investment advice, wealth management, sustainable finance or team leadership.
Good to know
Read adverts closely for client type, product range, portfolio size, advice process, risk controls, documentation duties and how much of the role is advisory work compared with sales follow-up.
Editorial note
This guide gives editorial career context for investment adviser work. It is not official labour-market statistics or salary data.
Where might this occupation occur?
This occupation may occur in several kinds of economic activity. Here are some examples and other occupations that may be found in the same areas.
Other monetary intermediation
This is one example. Other occupations in this activity include investment manager, financial planner and corporate investment banker.
Explore this activityOther activities auxiliary to financial services, except insurance and pension funding
This occupation may also occur in this activity. Other occupations there include investment manager, financial planner and corporate investment banker.
Explore this activityThese examples offer an overview but do not show every economic activity where the occupation may occur.
About this information
The selection is based on how occupations are connected to economic activities in ESCO and NACE. Only a few examples are shown to make the information easier to use. The occupations were selected because they are close in occupation area and important skills. The examples are not a ranking. They do not show where most people work, where demand is highest, or which occupation is best suited to a particular person.
Map overview
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O*NET relationships
See occupations connected to this ESCO occupation in the official O*NET–ESCO mapping. The relationship type comes from the source and is not a ranking or recommendation.
O*NET relationships: 2
Financial and Investment Analysts
13-2051.00
Close relationship
The occupations are closely related, but the official mapping does not treat them as exact equivalents.
Open in O*NETPersonal Financial Advisors
13-2052.00
Close relationship
The occupations are closely related, but the official mapping does not treat them as exact equivalents.
Open in O*NETSource and method
These relationships come from the official European Commission O*NET–ESCO crosswalk.
Relationship direction: O*NET occupation to ESCO occupation.
Several O*NET occupations can point to the same ESCO occupation, and one O*NET occupation can point to several ESCO occupations.
AltoTrail preserves the source relationship type. The order is technical and does not show which occupation is best, most relevant or recommended.
AltoTrail validates and presents the source relationships without adding ranking or recommendation semantics.
NACE Rev. 2.1
Economic activities linked to this occupation.
64.19Other monetary intermediation66.19Other activities auxiliary to financial services, except insurance and pension funding
Alternative labels
Occupation group
Financial and investment advisers (2412)
Source facts
| ESCO URI | http://data.europa.eu/esco/occupation/38d9c76b-1a7b-4d65-879b-733ae7e9364e |
|---|---|
| ESCO code | 2412.6 |
| ISCO group | 2412 |
| Concept type | Occupation |