Job Descriptions »
Finance Job Descriptions »

Financial Planner Job Description

Use this Financial Planner job description template to advertise the open roles for free using Longlist.io. You can use this template as a starting point, modify the requirements according the needs of your organization or the client you are hiring for.
Financial Planner

Financial Planner responsibilities

  • Prepare sound financial plans to ensure clients meet their goals
  • Advise clients on current financial issues and make recommendations
  • Generate new business and build relationships

Financial Planner Job Description Template

Copy

Job Brief

We are looking for a Financial Planner to help clients manage their finances. You will be our clients’ trusted advisor in areas including investments, cash flow, savings and debt management.

Our financial planner should be an effective communicator with experience in financial planning and business development. If you’re analytical, meticulous and customer-oriented, we’d like to meet you.

Your goal will be to ensure clients make wise and profitable decisions to meet their financial goals.

Responsibilities

  • Analyze clients’ financial statuses (e.g. income, expenses and liabilities)
  • Examine and suggest financial opportunities (e.g. insurance plans, investments)
  • Develop sound plans and budgets for clients
  • Customize financial plans according to clients’ changing needs
  • Help clients implement their plans and carry out transactions
  • Present and sell suitable financial products and services
  • Find and approach prospective clients
  • Build strong relationships to retain existing clients
  • Maintain updated knowledge of regulations, practices and financial products

Requirements

  • Proven experience as financial planner or similar role; experience in sales or customer service is an asset
  • Ability to analyze financial information and comply with regulations
  • Proficiency in MS Office and CRM systems
  • Attention to detail and strong math skills
  • Strong ethics, with a customer-oriented attitude
  • Outstanding communication skills, with the ability to foster long-term relationships
  • Valid professional license (e.g. Series 7 & 66)
  • BSc/BA in accounting, finance, business administration or relevant field; professional certification (e.g. CFP) is a plus

Jobs similar to Financial Planner

Financial Planner Job Description Examples

Financial Advisor • Primerica

Full Job Description

Motivated & Committed Individual willing to learn and develop new concepts in the financial services area

Willing to acquire required licenses within the state in less than 30 days

Valid Work Permit & 18 years or older

Must be able to pass a background check

Commission based income

Daily payments via direct deposit

Training Bonuses

Training and Licenses are sponsor ...

Read more
Certified Financial Planner To Write Personal Finance Course • Upwork

We have just finished writing an outline for our course about financial planning, with our financial advisor. However, our advisor is too busy to write the course. We want a CFP with an excellent command of the English language in order to work with our advisor in order to create a full text course out of the outlines we have. We want someone who can take those outlines, discuss them with our.....

Read more
Entry Level Financial Planner • Fidelity Investments

Job Description:

Is it time to explore new challenges in your career...

Join a team that's an industry leader in innovation and invests in you with key product and service offerings, groundbreaking technology, and a premier investment platform. We empower professional growth, flexibility and support thus enabling long-term success for you and our clients. Your desire to grow and learn within ...

Read more
Financial Advisors • Primerica

The ideal candidate will deliver personalized holistic solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.

Responsibilities...• Provide financial planning support to clients• Support investment professionals to cultivate client relationships• Prepare fin...

Read more

More Finance Job Descriptions