Tuhinga o mua
$70 - $250k
SKILLS DEMAND
HE TINO
CURRENTLY EMPLOYED IN New Zealand
65 000
He aha te Kaiwhakatakoto Kaupapa Pūtea
A Financial Advisor assists with forecasting and financial planning, insurance requirements and investment advice. They can work for themselves or as part of a large corporate. Day to day tasks include but are not limited to:
- Identify and work with short, medium and long term fiscal goals with clients
- Motivate and provide accountability and support to help clients meet their financial goals
- Prepare and provide advice and guidance on investment and financial plans
- Record income and expenditure statements
- Review and provide financial advice on insurance, investments, retirement planning, income streams, tax and estate planning
- Regular reporting and planning assistance for clients on a quarterly basis
Getting in and Qualifications
Pūkenga Whaiaro
Financial advisors will have a set of personal skills that will help them navigate the specifics of their role. They include but are not limited to:
- He pai nga pukenga korero me te whakarongo
- Strong sales focussed skills
- Innovative problem solvers
- Exceptional planning and organisational skills
- Consistently good judgement
- Nga pukenga whakaoti rapanga
- High levels of integrity and confidentiality
Work Experience Pathways
- Ratonga putea me nga putea
- Auditing experience
- Accounting roles
- Whakahaere Pakihi
- Marketing roles
Subject Pathways
- kaute
- Economics
- Akoranga Pakihi
- Maths with Statistics
- Ingarihi
