Description
Provide investment advice and portfolio management to clients, using knowledge of securities, asset allocation, risk management, and tax-efficient strategies. Duties include assessing clients' objectives, risk tolerance, and financial situation; developing and implementing investment plans; monitoring performance and markets; and executing trades in accordance with regulatory and fiduciary standards.
Abilities
Verbal Abilities
- • Oral Comprehension
- • Written Comprehension
- • Oral Expression
- • Written Expression
Idea Generation and Reasoning Abilities
- • Fluency of Ideas
- • Originality
- • Problem Sensitivity
- • Deductive Reasoning
- • Inductive Reasoning
- • Information Ordering
- • Category Flexibility
Quantitative Abilities
- • Mathematical Reasoning
- • Number Facility
Visual Abilities
- • Near Vision
Auditory and Speech Abilities
- • Speech Recognition
- • Speech Clarity
Knowledge
Business and Management
- • Economics and Accounting
- • Customer and Personal Service
Mathematics and Science
- • Mathematics
- • Psychology
Arts and Humanities
- • English Language
Skills
Content
- • Reading Comprehension
- • Active Listening
- • Writing
- • Speaking
- • Mathematics
Process
- • Critical Thinking
- • Active Learning
- • Learning Strategies
- • Monitoring
Social Skills
- • Social Perceptiveness
- • Coordination
- • Persuasion
- • Negotiation
- • Instructing
- • Service Orientation
Complex Problem Solving Skills
- • Complex Problem Solving
Systems Skills
- • Judgment and Decision Making
- • Systems Analysis
- • Systems Evaluation
Resource Management Skills
- • Time Management
Related specializations
Interview options
Interview options
Interviewee gender
Interviewee accent
Interview time
Related Pathways
Financial Services
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Source
Tasks & skills:
O*NET occupational data (work activities, skills, knowledge).
Learn more
Sources & Standards:
This site includes information from O*NET by the U.S. Department of Labor, Employment and Training Administration (USDOL/ETA), used under the CC BY 4.0 license. Career Clutch has modified some of this information for student readability. USDOL/ETA has not approved, endorsed, or tested these modifications. O*NET® is a trademark of USDOL/ETA.
Last reviewed: Jan 2026
