---
esco_uri: http://data.europa.eu/esco/skill/a05ead02-1728-4d60-929c-7e7c3a87672c
esco_label: "operate financial instruments"
relation: optional
onet_soc: 13-2052.00
source: model-knowledge
confidence: high
qa_count: 0
generator: gemma3:27b (prompt-designed and spot-checked by Claude)
generated: 2026-07-10
---

# operate financial instruments — Financial Advisor

For a Financial Advisor, 'operating financial instruments' isn’t about *creating* them – it’s about skillfully using established ones to build client portfolios aligned with their goals and risk tolerance. Daily tasks involve researching and analyzing stocks, bonds (government & corporate), mutual funds/ETFs, and potentially more complex options or structured notes depending on the advisor’s specialisation and client needs. This means understanding how each instrument works – its potential returns *and* risks – and being able to explain those clearly to clients. Tools used are primarily portfolio management systems (like eMoney Advisor, MoneyGuidePro), research platforms (Morningstar, Bloomberg Terminal for some), and broker/custodial platforms for trade execution.

## Weitere Anreicherung

Stage-2 source for future practitioner grounding: EconStor (open-access economics/finance literature).
