investment-adviser/references/profile.md

Occupation profile — investment adviser

• ESCO URI: http://data.europa.eu/esco/occupation/38d9c76b-1a7b-4d65-879b-733ae7e9364e
• ESCO code: 2412.6
• ISCO-08 group: 2412 — Financial and investment advisers
• O*NET-SOC: 13-2052.00 — Personal Financial Advisors (match: closeMatch)

Description (ESCO)

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.

Definition

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Alternative labels

• financial and investment adviser
• investment executive
• corporate investment adviser
• investment consultant
• investment manager
• investment advisor
• RIA
• investing director