---
esco_uri: http://data.europa.eu/esco/skill/58d8e348-8bbc-4827-9214-822b1ee0007a
esco_label: "advise on investment"
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
---

# advise on investment — Financial Advisor

As a Financial Advisor, 'advising on investment' isn’t just picking stocks; it's translating life goals into a portfolio strategy. Daily, this means deeply understanding *why* a client wants to invest – retirement income, a down payment on a house, education funding – and their risk tolerance. You'll use tools like financial planning software (e.g., eMoney Advisor, MoneyGuidePro) to model scenarios, projecting how different investment choices impact those goals over time. A typical task is presenting several portfolio options, clearly explaining the potential returns *and* risks of each, using visuals and plain language – not just jargon.

## Weitere Anreicherung

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