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

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

Financial Planner Job Description Examples

Financial Planner • Fidelity Investments

With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of mind as you guide them through wealth management and....

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Financial Advisor • Peak American Financial Companies, Inc.

As a Financial Advisor with our company, we do the prospecting for you, so you can focus on what you do best; helping clients achieve and maintain financial health! With the industry’s best support and hands-on training, your potential here is truly limitless.• No Prospecting or Marketing! Our scheduling team will set qualified, pre-set appointments for you weekly We provide top leads so you c...

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Remote Entry Level Financial Advisor • Master Plan Financial

Struggling financially is a well known experience among the majority of Americans. There is a lack of honest, competent financial coaches dedicated to today’s middle class families.

Our Brokerage is determined to provide exceptional service to our clients while focusing on education. We create first-rate financial game plans for families while training our agents to be the best in the... indus...

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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 ...

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