Financial Planner Job Description

A Financial Planner job description template to hire for your Finance department.

About the Financial Planner position

We are looking for an experienced Financial Planner who will support our customers in their finances management. Your responsibility will be to ensure they make wise and profitable decisions to meet their financial goals٫ serving as their trusted advisor in such areas as investments٫ cash flow٫ savings and debt management and you

We expect you to be an effective communicator and have experience in financial planning and business development. You should be a good analyst and a customer-oriented professional.


Financial Planner responsibilities are:

  • Explore customers’ financial statuses such as incomeŮ« expenses and liabilities
  • Customize clients’ financial plans according to their changing needs
  • Develop sound plans and budgets for clients and consult them on related issues
  • Find financial opportunities (such as insurance plans or investments) and suggest them to customers
  • Introduce suitable financial products and services to customers
  • Consult customers on the implementation of their plans and transactions
  • Find new prospective clients and approach them
  • Maintain strong relationships with existing clients
  • Stay informed about news and updates about regulationsŮ« practices and financial products


Financial Planner requirements are:

  • 3+ years' experience of working on a Financial Planner position
  • Solid experience of analyzing financial information and complying with regulations
  • Experience in sales or customer service
  • Good practical experience with MS Office and CRM systems
  • Strong math skills with close attention to detail
  • Customer service orientation with strong ethics
  • Strong communication skills and ability to build long-term relationships
  • Valid professional license such as Series 7 & 66
  • BSc or BA degree in accountingŮ« financeŮ« business administration or other relevant area; professional certification such as CFP will be a bonus

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