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CareersSkillsSalariesLog InGet Started
© 2026 DESTINAI · v1.1 BETA · ISCED ISCO O*NET ESCO
CareersSkillsPrivacyTermsEU AI Act notice
PT
DestinAI
CareersSkillsSalariesLog InGet Started
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Occupation
· Global Standards

investment adviser

Investment advisers are professionals who offer transparent advice by recommending suitable solutions on financial matters to their clients.

View on ESCO

DESCRIPTION

Investment advisers are professionals who offer transparent advice by recommending suitable solutions on financial matters to their clients. They advise on investing pension or free funds in securities such as stocks, bonds, mutual funds and exchange-traded funds to customers. Investment advisers serve individuals, households, families and owners of small companies.

THEORETICAL KNOWLEDGE

ESSENTIALTheoretical knowledge required
modern portfolio theory
financial products
OPTIONALAdjacent knowledge that strengthens fit
impact investing

PRACTICAL SKILLS

ESSENTIALApplied skills & competences
analyse financial risk
OPTIONALOptional competences
perform stock valuation
prospect new customers

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Skills overview

48total
23 essential
25 optional

Breakdown

Knowledge
3
Skills
3

Official resource

View official definition

Quick insight

This role requires 23 essential competences across both theoretical knowledge and practical skills.

DATA SOURCED FROM ESCO (EUROPEAN COMMISSION) & O*NET (U.S. DEPARTMENT OF LABOR)

© 2026 DESTINAI · v1.1 BETA · ISCED ISCO O*NET ESCO
CareersSkillsPrivacyTermsEU AI Act notice
PT