2412 Financial and Investment Advisers
Financial and investment advisers develop financial plans for individuals and organizations, and invest and manage funds on their behalf. Tasks include - (a) building and maintaining a client base; (b) interviewing clients to determine financial status and objectives, risk tolerance and other information needed to develop financial plans and investment strategies; (c) setting financial objectives, and developing and implementing strategies for achieving them; (d) arranging to buy and sell stocks and bonds for clients; (e) monitoring investment performance, and reviewing and revising investment plans based on modified needs and changes in markets; (f) recommending and arranging insurance cover for clients. Examples of the occupations classified here: - Estate planner - Financial planner - Investment adviser.
Where 2412 sits in the ISCO-08 hierarchy
- >2 Professionals
- >>24 Business and Administration Professionals
- >>>241 Finance Professionals
- >>>>2412 Financial and Investment Advisers
- >>>>2412 Financial and Investment Advisers
2412 in other classification systems
Equivalent and related codes across 2 other systems. Click any code to see its full definition, hierarchy, and crosswalks.
- 0ecedad1-1144-45ff-83db-a3c4db393036broadinvestment manager
- 21de0f3b-a71a-4263-a9ba-90c5f3721b4dbroadfinancial planner
- 244a79eb-122b-4bee-8065-b4c39efce4ffbroadcorporate investment banker
- 38d9c76b-1a7b-4d65-879b-733ae7e9364ebroadinvestment adviser
- 4c715719-3c3f-4058-ba00-9b2ef34848e8broadinvestor relations manager
- 4ed22a87-8478-4731-be11-5942eacb2e16broadpublic funding advisor
- 50760da6-abc3-424c-b159-8ddf0818e016broadbusiness valuer
- 659b0ffd-337c-4a1f-82e3-2730812279debroadventure capitalist
- 7284ccbf-e2fd-4e2f-8bbf-bc54eab610d5broadpersonal trust officer
- 7a6ca615-a2bc-499d-8288-d186ce2594eabroadfinancial risk manager
Other ISCO-08 codes under 2412 Financial and Investment Advisers
Frequently asked questions
- What is ISCO-08 2412?
- ISCO-08 2412 is "Financial and Investment Advisers". Financial and investment advisers develop financial plans for individuals and organizations, and invest and manage funds on their behalf. Tasks include - (a) building and maintaining a client base; (b) interviewing clients to determine financial status and objectives, risk tolerance and other information needed to develop financial plans and investment strategies; (c) setting financial objectives, and developing and implementing strategies for achieving them; (d) arranging to buy and sell stocks and bonds for clients; (e) monitoring investment performance, and reviewing and revising investment plans based on modified needs and changes in markets; (f) recommending and arranging insurance cover for clients. Examples of the occupations classified here: - Estate planner - Financial planner - Investment adviser.
- How does ISCO-08 2412 map to other classification systems?
- 2412 Financial and Investment Advisers has equivalents in ESCO Occupations (0ecedad1-1144-45ff-83db-a3c4db393036, 21de0f3b-a71a-4263-a9ba-90c5f3721b4d, 244a79eb-122b-4bee-8065-b4c39efce4ff, +13 more); SOC 2018 (13-2051, 13-2052). These crosswalks let you translate this code between ISCO-08 and 2 other classification systems.
- What is the parent category of 2412?
- 2412 Financial and Investment Advisers sits under 2412 Financial and Investment Advisers in the ISCO-08 hierarchy.
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