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"FINANCIAL PLANNER"
Job Description and Jobs


  Develops and implements financial plans for individuals, businesses, and organizations, utilizing knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate: Interviews client to determine client's assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives.

Analyzes client's financial status, develops financial plan based on analysis of data, and discusses financial options with client. Prepares and submits documents to implement plan selected by client. Maintains contact with client to revise plan based on modified needs of client or changes in investment market. May refer client to other establishments to obtain services outlined in financial plan. May sell insurance to client, recommending amount and type of coverage [SALES AGENT, INSURANCE (insurance) 250.257-010]. May buy and sell stocks and bonds for client [REGISTERED REPRESENTATIVE (financial) 250.257-018]. May rent, buy, and sell property for client [SALES AGENT, REAL ESTATE (real estate) 250.357-018]. May be registered with professional self-regulatory association and be designated Certified Financial Planner (profess. & kin.).

Find and apply for: "FINANCIAL PLANNER" Jobs


For "FINANCIAL PLANNER" Jobs that pay over $100,000 join The Ladderstracking gif


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What do you want to do now?


1) Use Career Testing to find the perfect career

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3) Use Personality Type Testing to learn what really motivates you

4) Is your resume getting you enough interviews? Learn How To Write The Perfect Resume.

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For "FINANCIAL PLANNER" Jobs that pay over $100,000 join The Ladderstracking gif


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Are you looking for a better job?

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What if you could talk to an expert about your career?

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Find the perfect career


See the future job outlook for FINANCIAL PLANNER careers



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Economy Got You Down? Me Too...

Just to do something different, we are giving away 2 FREE Career Interest Tests (CiT) this month.

Drawing will be the first day of next month. We will notify winners by email.

Sign Up Now To Win A Free Career Interest Test
(a $24.95 value)


Are you sure that being a "FINANCIAL PLANNER" is the best career for you?


Our Career Interest Test and Free Personality Test will show you which careers match your interests and personality.



For "FINANCIAL PLANNER" Jobs that pay over $100,000 join The Ladderstracking gif

End Of Job Description for: "FINANCIAL PLANNER"
DOT:   250.257-014

 

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