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Job Description:

  • 1) 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.

  • 2) Analyzes client's financial status, develops financial plan based on analysis of data, and discusses financial options with client.

  • 3) Prepares and submits documents to implement plan selected by client.

  • 4) Maintains contact with client to revise plan based on modified needs of client or changes in investment market.

  • 5) May refer client to other establishments to obtain services outlined in financial plan.

  • 6) May sell insurance to client, recommending amount and type of coverage.

  • 7) May be registered with professional self-regulatory association and be designated Certified Financial Planner.




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

Job Number: 3951