Financial Planner Job Description
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
Jobs similar to Financial Planner
Financial Planner Job Description Examples
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 ...
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.....
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 ...
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...