financial broker
Financial brokers undertake financial market activities on behalf of their clients. They monitor securities, financial documentation of their clients, market trends and conditions and other legal requirements. They plan buying and selling activities and calculate transactions costs.
Also called: financial services adviser, finance adviser, financial services manager, financial services broker, broker, finance broker
- 16
- essential skills
- 14
- optional skills
- 8
- related roles
- 3311
- ISCO-08 group
Where you can go from here
8 rolesOccupations sharing the most essential skills with this one. The number is a count, not an opinion.
- securities brokerWhat changes?12 skills in common
- financial trader9 skills in common
- stock broker9 skills in common
- investment fund manager8 skills in common
- securities underwriter8 skills in common
- energy trader7 skills in common
- financial planner7 skills in common
- investment adviser7 skills in common
Essential skills
16- actuarial science
- advise on financial matters
- analyse market financial trends
- apply technical communication skills
- create a financial plan
- economics
- financial jurisdiction
- financial products
- maintain financial records
- manage financial risk
- obtain financial information
- protect client interests
- provide financial product information
- securities
- synthesise financial information
- trade securities
Optional skills
14- banking activities
- communicate with banking professionals
- communicate with customers
- conduct financial audits
- handle financial disputes
- handle financial transactions
- maintain records of financial transactions
- modern portfolio theory
- operate financial instruments
- optimise financial performance
- provide cost benefit analysis reports
- provide support in financial calculation
- review investment portfolios
- trace financial transactions
No account needed to start
How close are you to being a financial broker?
MyNodes reads your CV once, maps it to this same taxonomy, and shows you which roles you are already closest to and the few skills that would open the most doors. The file is deleted as soon as it has been read.