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Los asesores financieros y en inversiones elaboran planes financieros para personas y organizaciones, e invierten y gestionan fondos en nombre de las mismas.
Tareas
Entre sus tareas se incluyen:
ocuparse del seguimiento del rendimiento de las inversiones, y revisar los planes de inversión sobre la base de la evolución de las necesidades y de los cambios en los mercados;
establecer objetivos financieros, y formular y aplicar estrategias para la consecución de los objetivos financieros;
formar y mantener una base de clientes;
entrevistar a clientes para determinar su estado y sus objetivos financieros, su tolerancia al riesgo y otros datos necesarios para formular planes financieros y estrategias de inversión;
tramitar la adquisición y venta de acciones y obligaciones para los clientes;
recomendar y tramitar coberturas de seguro para los clientes.