Job Brief
This Financial Planner job description template can be used to post to job boards and careers pages online. It is easy to modify for your company.
Job Description
- ● 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
Job 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