ALERT The future growth information does not take account of the impact of COVID-19. If you are affected by COVID-19 there is a range of support available.

Financial Investment Advisers and Managers

ANZSCO ID 2223

Overview

All Financial Investment Advisers and Managers

  • $2,307 Weekly Pay
  • Moderate Future Growth
  • 51,800 workers Employment Size
  • Very high skill Skill level rating
  • 84% Full-Time Full-Time Share
  • 45 hours Average full-time
  • 42 years Average age
  • 31% female Gender Share

Financial Investment Advisers and Managers develop financial plans for individuals and organisations, and invest and manage funds on their behalf.

You usually need a formal qualification in finance, accounting, commerce or economics to work as a Financial Investment Adviser or Manager. Vocational Education and Training (VET) and university are both common study pathways.

Tasks
  • interviewing prospective clients to determine financial status and objectives, discussing financial options and developing financial plans and investment strategies
  • monitoring investment performance, and reviewing and revising investment plans based on modified needs and changes in markets
  • recommending and arranging insurance cover for clients
  • arranging to buy and sell stocks and bonds for clients
  • advising on investment strategies, sources of funds and the distribution of earnings
  • setting financial objectives, and developing and implementing strategies for achieving the financial objectives
  • managing funds raised from personal superannuation savings policies and unit trusts
  • assisting in meeting superannuation compliance requirements
  • directing the collection of financial, accounting and investment information and the preparation of budgets, reports, forecasts and statutory returns
  • may refer clients to other organisations to obtain services outlined in financial plans

Prospects

Pathways

You usually need a formal qualification in finance, accounting, commerce or economics to work as a Financial Investment Adviser or Manager. Vocational Education and Training (VET) and university are both common study pathways.

Registration with the Australian Security and Investments Commission is required.

Before starting a course, check it will provide you with the skills and qualifications you need. Visit

  • Course Seeker to search and compare higher education courses.
  • ComparED to compare undergraduate and postgraduate student experiences and outcomes.
  • My Skills to compare Vocational Education and Training (VET) courses, providers and student outcomes.
  • AAPathways website to explore Financial Services VET training pathways.

Skills & Knowledge

Employers look for Financial Investment Advisers and Managers who can communicate clearly, work well in a team and have strong interpersonal skills.

Filter Skills & Knowledge

Knowledge

These are important topics, subjects or knowledge areas.

  1. Customer and personal service

    73% Skill level

    Understanding customer needs, providing good quality service, and measuring customer satisfaction.

  2. Economics and accounting

    69% Skill level

    Economics and accounting, the financial markets, banking and checking and reporting of financial data.

  3. Mathematics

    67% Skill level

    Arithmetic, algebra, geometry, calculus, or statistics.

  4. Sales and marketing

    67% Skill level

    Showing, promoting, and selling including marketing strategy, product demonstration, sales techniques, and sales control systems.

  5. Administration and management

    63% Skill level

    Business principles involved in strategic planning, leadership, and coordinating people and resources.

  6. Clerical

    63% Skill level

    Word processing, managing files and records, stenography and transcription, designing forms, and other office work.

  7. Education and training

    61% Skill level

    Curriculum and training design, teaching and instruction for individuals and groups, and the measurement of training effects.

  8. English language

    60% Skill level

    English language including the meaning and spelling of words, rules of composition, and grammar.

  9. Computers and electronics

    59% Skill level

    Circuit boards, processors, chips, electronic equipment, and computer hardware and software, including applications and programming.

  10. Psychology

    54% Skill level

    Human behaviour; differences in ability, personality, and interests; learning and motivation; research methods; assessing and treating disorders.

  11. Law and government

    54% Skill level

    How our laws and courts work. Government rules and regulations, and the political system.

  12. Personnel and human resources

    51% Skill level

    Recruiting and training people, managing pay and other entitlements (like sick leave), and negotiating pay and conditions.

  13. Therapy and counselling

    42% Skill level

    Diagnosis, treatment, and rehabilitation of physical and mental dysfunctions, and career counselling and guidance.

  14. Communications and media

    36% Skill level

    Media production, communication, and dissemination. Includes written, spoken, and visual media.

  15. Philosophy and theology

    35% Skill level

    Philosophical systems and religions, including their basic principles, values, ethics, ways of thinking, customs, practices, and impact on society.

  16. Production and processing

    34% Skill level

    Raw materials, production processes, quality control, costs, and ways of making and distributing goods.

  17. Sociology and anthropology

    33% Skill level

    Group behaviour and dynamics, societal trends and influences, human migrations, ethnicity, cultures and their history and origins.

  18. History and archeology

    24% Skill level

    Events of the past, their causes, how we learn about them, and how they influence the way we live today.

  19. Telecommunications

    21% Skill level

    Transmission, broadcasting, switching, control, and operation of telecommunications systems.

  20. Public safety and security

    20% Skill level

    Use of equipment, rules and ideas to protect people, data, property, and institutions.

Skills

Skills can be improved through training or experience.

  1. Reading comprehension

    61% Skill level

    Reading work related information.

  2. Speaking

    59% Skill level

    Talking to others.

  3. Active listening

    57% Skill level

    Listening to others, not interrupting, and asking good questions.

  4. Critical thinking

    57% Skill level

    Thinking about the pros and cons of different ways to solve a problem.

  5. Monitoring

    57% Skill level

    Keeping track of how well work is progressing so you can make changes or improvements.

  6. Writing

    55% Skill level

    Writing things for co-workers or customers.

  7. Judgment and decision making

    54% Skill level

    Figuring out the pros and cons of different options and choosing the best one.

  8. Serving others

    54% Skill level

    Looking for ways to help people.

  9. Mathematics

    54% Skill level

    Using maths to solve problems.

  10. Persuasion

    52% Skill level

    Talking people into changing their minds or their behaviour.

  11. Complex problem solving

    50% Skill level

    Noticing a problem and figuring out the best way to solve it.

  12. Active learning

    48% Skill level

    Being able to use what you have learnt to solve problems now and again in the future.

  13. Social perceptiveness

    48% Skill level

    Understanding why people react the way they do.

  14. Systems analysis

    48% Skill level

    Figuring out how a system should work and how changes in conditions, operations, and the environment will affect it.

  15. Systems evaluation

    48% Skill level

    Measuring how well a system is working and how to improve it.

  16. Management of financial resources

    46% Skill level

    Figuring out how money is needed to do something, and keeping track of the money that's being spent.

  17. Instructing

    45% Skill level

    Teaching people how to do something.

  18. Operations analysis

    45% Skill level

    Understanding needs and product requirements to create a design.

  19. Coordination with others

    41% Skill level

    Being adaptable and coordinating work with other people.

  20. Time management

    41% Skill level

    Managing your own and other peoples' time to get work done.

Abilities

Workers use these physical and mental abilities.

  1. Oral expression

    66% Skill level

    Communicate by speaking.

  2. Deductive reasoning

    64% Skill level

    Use general rules to find answers or solve problems logically.

  3. Working with numbers

    64% Skill level

    Add, subtract, multiply, or divide.

  4. Written expression

    61% Skill level

    Write in a way that people can understand.

  5. Oral comprehension

    59% Skill level

    Listen to and understand what people say.

  6. Written comprehension

    59% Skill level

    Read and understand written information.

  7. Near vision

    59% Skill level

    See details that are up-close (within a few feet).

  8. Problem spotting

    57% Skill level

    Notice when something is wrong or is likely to go wrong, even if you can't solve the problem.

  9. Inductive reasoning

    55% Skill level

    Use lots of detailed information to come up with answers or make general rules.

  10. Speech recognition

    55% Skill level

    Identify and understand the speech of another person.

  11. Mathematics

    54% Skill level

    Choose the right maths method or formula to solve a problem.

  12. Speech clarity

    52% Skill level

    Speak clearly so others can understand you.

  13. Brainstorming

    48% Skill level

    Come up with a number of ideas about a topic, even if the ideas aren't very good.

  14. Categorising

    46% Skill level

    Come up with different ways of grouping things.

  15. Sorting or ordering

    46% Skill level

    Order or arrange things in a pattern or sequence (e.g., numbers, letters, words, pictures, mathematical operations).

  16. Originality

    43% Skill level

    Come up with unusual or clever ideas, or creative ways to solve a problem.

  17. Perceptual speed

    37% Skill level

    Use your eyes to quickly compare groups of letters, numbers, pictures, or other things.

  18. Flexibility of closure

    36% Skill level

    See a pattern (a figure, object, word, or sound) hidden in other distracting material.

  19. Selective attention

    36% Skill level

    Pay attention to something without being distracted.

  20. Speed of recognition

    36% Skill level

    Quickly make sense of and organize things you can see like letters, numbers, pictures, or other things.

Activities

These are kinds of activities workers regularly do in this job.

  1. Making decisions and solving problems

    85% Skill level

    Using information to work out the best solution and solve problems.

  2. Making sense of information and ideas

    79% Skill level

    Looking at, working with, and understanding data or information.

  3. Coming up with systems and processes

    78% Skill level

    Deciding on goals and figuring out what you need to do to achieve them.

  4. Building good relationships

    75% Skill level

    Building good working relationships and keeping them over time.

  5. Keeping your knowledge up-to-date

    75% Skill level

    Keeping up-to-date with technology and new ideas.

  6. Planning and prioritising work

    74% Skill level

    Deciding on goals and putting together a detailed plan to get the work done.

  7. Researching and investigating

    73% Skill level

    Looking for, getting and understanding different kinds of information.

  8. Checking compliance with standards

    72% Skill level

    Deciding whether events or processes comply with laws, regulations, or standards.

  9. Giving expert advice

    72% Skill level

    Providing guidance and expert advice to management or other groups.

  10. Collecting and organising information

    70% Skill level

    Compiling, coding, categorizing, calculating, tabulating, auditing, or checking information or data.

  11. Communicating with the public

    70% Skill level

    Giving information to the public, business or government by telephone, in writing, or in person.

  12. Looking for changes over time

    68% Skill level

    Comparing objects, actions, or events. Looking for differences between them or changes over time.

  13. Thinking creatively

    64% Skill level

    Using your own ideas for developing, designing, or creating something new.

  14. Communicating within a team

    64% Skill level

    Giving information to co-workers by telephone, in writing, or in person.

  15. Influencing people

    64% Skill level

    Convincing people to buy something or to change their minds or actions.

  16. Assessing and evaluating things

    61% Skill level

    Working out the value, importance, or quality of things, services or people.

  17. Working with the public

    61% Skill level

    Greeting or serving customers, clients or guests, and public speaking or performing.

  18. Explaining things to people

    58% Skill level

    Helping people to understand and use information.

  19. Working with computers

    50% Skill level

    Using computers to program, write software, set up functions, enter data, or process information.

  20. Documenting or recording information

    50% Skill level

    Entering, transcribing, recording, storing, or maintaining information in written or electronic/magnetic form.

Occupational Information Network
O*NET is a trademark of the U.S. Department of Labor, Employment and Training Administration.
The skills and importance ratings on this page are derived from the US Department of Labor O*NET Database Version 21.2, 13-2052.00 - Personal Financial Advisors.

Work Environment

Learn about the daily activities, and physical and social demands faced by workers. Explore the values and work styles that workers rate as most important.

Filter Work Environment

Demands

The physical and social demands workers face most often are shown below.

  1. Electronic mail

    95% Important

    Use electronic mail.

  2. Indoors, heat controlled

    95% Important

    Work indoors with access to heating or cooling.

  3. Telephone

    93% Important

    Talk on the telephone.

  4. Spend time sitting

    91% Important

    Spend time sitting at work.

  5. Contact with people

    88% Important

    Have contact with people by telephone, face-to-face, or any other way.

  6. Being exact or accurate

    86% Important

    Be very exact or highly accurate.

  7. Frequent decision making

    86% Important

    Frequently make decisions that impact other people.

  8. Face-to-face discussions

    85% Important

    Talk with people face-to-face.

  9. Impact of decisions

    83% Important

    Make decisions that have a large impact on other people.

  10. Competition

    82% Important

    Compete with others, or be aware of competitive pressures.

  11. Contact with the public

    80% Important

    Work with customers or the public.

  12. Time pressure

    79% Important

    Work to strict deadlines.

  13. Unstructured work

    78% Important

    Have freedom to decide on tasks, priorities, and goals.

  14. Freedom to make decisions

    76% Important

    Have freedom to make decision on your own.

  15. Letters and memos

    76% Important

    Write letters and memos.

  16. Teamwork

    74% Important

    Work with people in a group or team.

  17. Repeating same tasks

    65% Important

    Repeat the same tasks or activities (e.g., key entry) over and over, without stopping.

  18. Lead or coordinate a team

    65% Important

    Lead others to do work activities.

  19. Responsible for outcomes

    65% Important

    Take responsibility for the results of other people's work.

  20. Consequence of error

    63% Important

    Work where mistakes have serious consequences.

Values

Work values are important to a person’s feeling of satisfaction. All six values are shown below.

  1. Independence

    76% Important

    Work alone and make decisions. Workers are able to try out their own ideas, make decisions on their own, and work with little or no supervision.

  2. Achievement

    71% Important

    Results oriented. Workers are able to use their strongest abilities, giving them a feeling of accomplishment.

  3. Recognition

    67% Important

    Advancement and the potential to lead. Workers are recognised for the work that they do, they may give directions and instructions to others, and they are looked up to in their company and their community.

  4. Working conditions

    67% Important

    Job security and good working conditions. There is usually a steady flow of interesting work, and the pay and conditions are generally good.

  5. Relationships

    62% Important

    Serve and work with others. Workers usually get along well with each other, do things to help other people, and are rarely pressured to do things that go against their sense of right and wrong.

  6. Support

    52% Important

    Supportive management that stands behind employees. Workers are treated fairly by their company, they are supported by management, and have supervisors who train them well.

Interests

Interests are the style or type of work we prefer to do. All interest areas are shown below.

  1. Enterprising

    95% Important

    Starting up and carrying out projects. Leading people and making many decisions. Sometimes require risk taking and often deal with business.

  2. Administrative

    81% Important

    Following set procedures and routines. Working with numbers and details more than with ideas, usually following rules.

  3. Helping

    52% Important

    Working with people. Helping or providing service to others.

  4. Analytical

    43% Important

    Ideas and thinking. Searching for facts and figuring out problems in your head.

  5. Creative

    19% Important

    Working with forms, designs and patterns. Often need self-expression and can be done without following rules.

  6. Practical

    14% Important

    Practical, hands-on work. Often with plants and animals, or materials like wood, tools, and machinery.

Occupational Information Network
O*NET is a trademark of the U.S. Department of Labor, Employment and Training Administration.
The skills and importance ratings on this page are derived from the US Department of Labor O*NET Database Version 21.2, 13-2052.00 - Personal Financial Advisors.

All Financial Investment Advisers and Managers

  • $2,307 Weekly Pay
  • Moderate Future Growth
  • 51,800 workers Employment Size
  • Very high skill Skill level rating
  • 84% Full-Time Full-Time Share
  • 45 hours Average full-time
  • 42 years Average age
  • 31% female Gender Share

Financial Investment Advisers and Managers develop financial plans for individuals and organisations, and invest and manage funds on their behalf.

You usually need a formal qualification in finance, accounting, commerce or economics to work as a Financial Investment Adviser or Manager. Vocational Education and Training (VET) and university are both common study pathways.

Tasks
  • interviewing prospective clients to determine financial status and objectives, discussing financial options and developing financial plans and investment strategies
  • monitoring investment performance, and reviewing and revising investment plans based on modified needs and changes in markets
  • recommending and arranging insurance cover for clients
  • arranging to buy and sell stocks and bonds for clients
  • advising on investment strategies, sources of funds and the distribution of earnings
  • setting financial objectives, and developing and implementing strategies for achieving the financial objectives
  • managing funds raised from personal superannuation savings policies and unit trusts
  • assisting in meeting superannuation compliance requirements
  • directing the collection of financial, accounting and investment information and the preparation of budgets, reports, forecasts and statutory returns
  • may refer clients to other organisations to obtain services outlined in financial plans

You usually need a formal qualification in finance, accounting, commerce or economics to work as a Financial Investment Adviser or Manager. Vocational Education and Training (VET) and university are both common study pathways.

Registration with the Australian Security and Investments Commission is required.

Before starting a course, check it will provide you with the skills and qualifications you need. Visit

  • Course Seeker to search and compare higher education courses.
  • ComparED to compare undergraduate and postgraduate student experiences and outcomes.
  • My Skills to compare Vocational Education and Training (VET) courses, providers and student outcomes.
  • AAPathways website to explore Financial Services VET training pathways.

Employers look for Financial Investment Advisers and Managers who can communicate clearly, work well in a team and have strong interpersonal skills.

Filter Skills & Knowledge

Knowledge

These are important topics, subjects or knowledge areas.

  1. Customer and personal service

    73% Skill level

    Understanding customer needs, providing good quality service, and measuring customer satisfaction.

  2. Economics and accounting

    69% Skill level

    Economics and accounting, the financial markets, banking and checking and reporting of financial data.

  3. Mathematics

    67% Skill level

    Arithmetic, algebra, geometry, calculus, or statistics.

  4. Sales and marketing

    67% Skill level

    Showing, promoting, and selling including marketing strategy, product demonstration, sales techniques, and sales control systems.

  5. Administration and management

    63% Skill level

    Business principles involved in strategic planning, leadership, and coordinating people and resources.

  6. Clerical

    63% Skill level

    Word processing, managing files and records, stenography and transcription, designing forms, and other office work.

  7. Education and training

    61% Skill level

    Curriculum and training design, teaching and instruction for individuals and groups, and the measurement of training effects.

  8. English language

    60% Skill level

    English language including the meaning and spelling of words, rules of composition, and grammar.

  9. Computers and electronics

    59% Skill level

    Circuit boards, processors, chips, electronic equipment, and computer hardware and software, including applications and programming.

  10. Psychology

    54% Skill level

    Human behaviour; differences in ability, personality, and interests; learning and motivation; research methods; assessing and treating disorders.

  11. Law and government

    54% Skill level

    How our laws and courts work. Government rules and regulations, and the political system.

  12. Personnel and human resources

    51% Skill level

    Recruiting and training people, managing pay and other entitlements (like sick leave), and negotiating pay and conditions.

  13. Therapy and counselling

    42% Skill level

    Diagnosis, treatment, and rehabilitation of physical and mental dysfunctions, and career counselling and guidance.

  14. Communications and media

    36% Skill level

    Media production, communication, and dissemination. Includes written, spoken, and visual media.

  15. Philosophy and theology

    35% Skill level

    Philosophical systems and religions, including their basic principles, values, ethics, ways of thinking, customs, practices, and impact on society.

  16. Production and processing

    34% Skill level

    Raw materials, production processes, quality control, costs, and ways of making and distributing goods.

  17. Sociology and anthropology

    33% Skill level

    Group behaviour and dynamics, societal trends and influences, human migrations, ethnicity, cultures and their history and origins.

  18. History and archeology

    24% Skill level

    Events of the past, their causes, how we learn about them, and how they influence the way we live today.

  19. Telecommunications

    21% Skill level

    Transmission, broadcasting, switching, control, and operation of telecommunications systems.

  20. Public safety and security

    20% Skill level

    Use of equipment, rules and ideas to protect people, data, property, and institutions.

Skills

Skills can be improved through training or experience.

  1. Reading comprehension

    61% Skill level

    Reading work related information.

  2. Speaking

    59% Skill level

    Talking to others.

  3. Active listening

    57% Skill level

    Listening to others, not interrupting, and asking good questions.

  4. Critical thinking

    57% Skill level

    Thinking about the pros and cons of different ways to solve a problem.

  5. Monitoring

    57% Skill level

    Keeping track of how well work is progressing so you can make changes or improvements.

  6. Writing

    55% Skill level

    Writing things for co-workers or customers.

  7. Judgment and decision making

    54% Skill level

    Figuring out the pros and cons of different options and choosing the best one.

  8. Serving others

    54% Skill level

    Looking for ways to help people.

  9. Mathematics

    54% Skill level

    Using maths to solve problems.

  10. Persuasion

    52% Skill level

    Talking people into changing their minds or their behaviour.

  11. Complex problem solving

    50% Skill level

    Noticing a problem and figuring out the best way to solve it.

  12. Active learning

    48% Skill level

    Being able to use what you have learnt to solve problems now and again in the future.

  13. Social perceptiveness

    48% Skill level

    Understanding why people react the way they do.

  14. Systems analysis

    48% Skill level

    Figuring out how a system should work and how changes in conditions, operations, and the environment will affect it.

  15. Systems evaluation

    48% Skill level

    Measuring how well a system is working and how to improve it.

  16. Management of financial resources

    46% Skill level

    Figuring out how money is needed to do something, and keeping track of the money that's being spent.

  17. Instructing

    45% Skill level

    Teaching people how to do something.

  18. Operations analysis

    45% Skill level

    Understanding needs and product requirements to create a design.

  19. Coordination with others

    41% Skill level

    Being adaptable and coordinating work with other people.

  20. Time management

    41% Skill level

    Managing your own and other peoples' time to get work done.

Abilities

Workers use these physical and mental abilities.

  1. Oral expression

    66% Skill level

    Communicate by speaking.

  2. Deductive reasoning

    64% Skill level

    Use general rules to find answers or solve problems logically.

  3. Working with numbers

    64% Skill level

    Add, subtract, multiply, or divide.

  4. Written expression

    61% Skill level

    Write in a way that people can understand.

  5. Oral comprehension

    59% Skill level

    Listen to and understand what people say.

  6. Written comprehension

    59% Skill level

    Read and understand written information.

  7. Near vision

    59% Skill level

    See details that are up-close (within a few feet).

  8. Problem spotting

    57% Skill level

    Notice when something is wrong or is likely to go wrong, even if you can't solve the problem.

  9. Inductive reasoning

    55% Skill level

    Use lots of detailed information to come up with answers or make general rules.

  10. Speech recognition

    55% Skill level

    Identify and understand the speech of another person.

  11. Mathematics

    54% Skill level

    Choose the right maths method or formula to solve a problem.

  12. Speech clarity

    52% Skill level

    Speak clearly so others can understand you.

  13. Brainstorming

    48% Skill level

    Come up with a number of ideas about a topic, even if the ideas aren't very good.

  14. Categorising

    46% Skill level

    Come up with different ways of grouping things.

  15. Sorting or ordering

    46% Skill level

    Order or arrange things in a pattern or sequence (e.g., numbers, letters, words, pictures, mathematical operations).

  16. Originality

    43% Skill level

    Come up with unusual or clever ideas, or creative ways to solve a problem.

  17. Perceptual speed

    37% Skill level

    Use your eyes to quickly compare groups of letters, numbers, pictures, or other things.

  18. Flexibility of closure

    36% Skill level

    See a pattern (a figure, object, word, or sound) hidden in other distracting material.

  19. Selective attention

    36% Skill level

    Pay attention to something without being distracted.

  20. Speed of recognition

    36% Skill level

    Quickly make sense of and organize things you can see like letters, numbers, pictures, or other things.

Activities

These are kinds of activities workers regularly do in this job.

  1. Making decisions and solving problems

    85% Skill level

    Using information to work out the best solution and solve problems.

  2. Making sense of information and ideas

    79% Skill level

    Looking at, working with, and understanding data or information.

  3. Coming up with systems and processes

    78% Skill level

    Deciding on goals and figuring out what you need to do to achieve them.

  4. Building good relationships

    75% Skill level

    Building good working relationships and keeping them over time.

  5. Keeping your knowledge up-to-date

    75% Skill level

    Keeping up-to-date with technology and new ideas.

  6. Planning and prioritising work

    74% Skill level

    Deciding on goals and putting together a detailed plan to get the work done.

  7. Researching and investigating

    73% Skill level

    Looking for, getting and understanding different kinds of information.

  8. Checking compliance with standards

    72% Skill level

    Deciding whether events or processes comply with laws, regulations, or standards.

  9. Giving expert advice

    72% Skill level

    Providing guidance and expert advice to management or other groups.

  10. Collecting and organising information

    70% Skill level

    Compiling, coding, categorizing, calculating, tabulating, auditing, or checking information or data.

  11. Communicating with the public

    70% Skill level

    Giving information to the public, business or government by telephone, in writing, or in person.

  12. Looking for changes over time

    68% Skill level

    Comparing objects, actions, or events. Looking for differences between them or changes over time.

  13. Thinking creatively

    64% Skill level

    Using your own ideas for developing, designing, or creating something new.

  14. Communicating within a team

    64% Skill level

    Giving information to co-workers by telephone, in writing, or in person.

  15. Influencing people

    64% Skill level

    Convincing people to buy something or to change their minds or actions.

  16. Assessing and evaluating things

    61% Skill level

    Working out the value, importance, or quality of things, services or people.

  17. Working with the public

    61% Skill level

    Greeting or serving customers, clients or guests, and public speaking or performing.

  18. Explaining things to people

    58% Skill level

    Helping people to understand and use information.

  19. Working with computers

    50% Skill level

    Using computers to program, write software, set up functions, enter data, or process information.

  20. Documenting or recording information

    50% Skill level

    Entering, transcribing, recording, storing, or maintaining information in written or electronic/magnetic form.

Occupational Information Network
O*NET is a trademark of the U.S. Department of Labor, Employment and Training Administration.
The skills and importance ratings on this page are derived from the US Department of Labor O*NET Database Version 21.2, 13-2052.00 - Personal Financial Advisors.

Learn about the daily activities, and physical and social demands faced by workers. Explore the values and work styles that workers rate as most important.

Filter Work Environment

Demands

The physical and social demands workers face most often are shown below.

  1. Electronic mail

    95% Important

    Use electronic mail.

  2. Indoors, heat controlled

    95% Important

    Work indoors with access to heating or cooling.

  3. Telephone

    93% Important

    Talk on the telephone.

  4. Spend time sitting

    91% Important

    Spend time sitting at work.

  5. Contact with people

    88% Important

    Have contact with people by telephone, face-to-face, or any other way.

  6. Being exact or accurate

    86% Important

    Be very exact or highly accurate.

  7. Frequent decision making

    86% Important

    Frequently make decisions that impact other people.

  8. Face-to-face discussions

    85% Important

    Talk with people face-to-face.

  9. Impact of decisions

    83% Important

    Make decisions that have a large impact on other people.

  10. Competition

    82% Important

    Compete with others, or be aware of competitive pressures.

  11. Contact with the public

    80% Important

    Work with customers or the public.

  12. Time pressure

    79% Important

    Work to strict deadlines.

  13. Unstructured work

    78% Important

    Have freedom to decide on tasks, priorities, and goals.

  14. Freedom to make decisions

    76% Important

    Have freedom to make decision on your own.

  15. Letters and memos

    76% Important

    Write letters and memos.

  16. Teamwork

    74% Important

    Work with people in a group or team.

  17. Repeating same tasks

    65% Important

    Repeat the same tasks or activities (e.g., key entry) over and over, without stopping.

  18. Lead or coordinate a team

    65% Important

    Lead others to do work activities.

  19. Responsible for outcomes

    65% Important

    Take responsibility for the results of other people's work.

  20. Consequence of error

    63% Important

    Work where mistakes have serious consequences.

Values

Work values are important to a person’s feeling of satisfaction. All six values are shown below.

  1. Independence

    76% Important

    Work alone and make decisions. Workers are able to try out their own ideas, make decisions on their own, and work with little or no supervision.

  2. Achievement

    71% Important

    Results oriented. Workers are able to use their strongest abilities, giving them a feeling of accomplishment.

  3. Recognition

    67% Important

    Advancement and the potential to lead. Workers are recognised for the work that they do, they may give directions and instructions to others, and they are looked up to in their company and their community.

  4. Working conditions

    67% Important

    Job security and good working conditions. There is usually a steady flow of interesting work, and the pay and conditions are generally good.

  5. Relationships

    62% Important

    Serve and work with others. Workers usually get along well with each other, do things to help other people, and are rarely pressured to do things that go against their sense of right and wrong.

  6. Support

    52% Important

    Supportive management that stands behind employees. Workers are treated fairly by their company, they are supported by management, and have supervisors who train them well.

Interests

Interests are the style or type of work we prefer to do. All interest areas are shown below.

  1. Enterprising

    95% Important

    Starting up and carrying out projects. Leading people and making many decisions. Sometimes require risk taking and often deal with business.

  2. Administrative

    81% Important

    Following set procedures and routines. Working with numbers and details more than with ideas, usually following rules.

  3. Helping

    52% Important

    Working with people. Helping or providing service to others.

  4. Analytical

    43% Important

    Ideas and thinking. Searching for facts and figuring out problems in your head.

  5. Creative

    19% Important

    Working with forms, designs and patterns. Often need self-expression and can be done without following rules.

  6. Practical

    14% Important

    Practical, hands-on work. Often with plants and animals, or materials like wood, tools, and machinery.

Occupational Information Network
O*NET is a trademark of the U.S. Department of Labor, Employment and Training Administration.
The skills and importance ratings on this page are derived from the US Department of Labor O*NET Database Version 21.2, 13-2052.00 - Personal Financial Advisors.
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