Roles · Finance and mortgages

AI investment advisor

Analyses client financial information to determine strategies for meeting objectives and reviews accounts regularly to assess need for reassessment.

Hassan Bauer“I analyse financial information to determine strategies for meeting objectives.”An example character, not a real person.
Hire this role

Investment advisor · What it does

Three tasks it takes off your hands

  1. Analyse financial information to determine strategies for meeting clients' financial objectives.
  2. Review clients' accounts and plans regularly to determine need for reassessment.
  3. Interview clients to determine current income, expenses, and financial objectives.
Where these come from

The tasks of “Personal Financial Advisors” (O*NET 13-2052.00), as O*NET lists them:

  • Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.
  • Review clients' accounts and plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment.
  • Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan.

Investment advisor · Tools and industries

It works in the tools you already use

  • Microsoft Excel
  • Microsoft Office software
  • Microsoft PowerPoint
  • Microsoft Access
  • Microsoft Outlook
  • Microsoft Project

Industries it fits

Hire this role

Role facts from O*NET 31.0 Database (U.S. Department of Labor, Employment and Training Administration (USDOL/ETA), CC BY 4.0), written in our words. Sources and credits

Book a callRequest access