Roles · Finance and mortgages

AI investments advisor

Monitors markets and positions to agree on buying or selling prices at optimal levels for clients.

Lucas Ferreira“I monitor markets and report positions.”An example character, not a real person.
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Investments advisor · What it does

Three tasks it takes off your hands

  1. Monitor markets or positions.
  2. Agree on buying or selling prices at optimal levels for clients.
  3. Report all positions or trading results.
Where these come from

The tasks of “Securities, Commodities, and Financial Services Sales Agents” (O*NET 41-3031.00), as O*NET lists them:

  • Monitor markets or positions.
  • Agree on buying or selling prices at optimal levels for clients.
  • Report all positions or trading results.

Investments advisor · Tools and industries

It works in the tools you already use

  • Microsoft Excel
  • Microsoft Office software
  • C++
  • Linux
  • Microsoft Access
  • Microsoft Outlook

Industries it fits

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Role facts from O*NET 31.0 Database (U.S. Department of Labor, Employment and Training Administration (USDOL/ETA), CC BY 4.0), written in our words. Sources and credits

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