Financial Planner
Job Description Template

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Job Overview

We are considering hiring a professional and certified Financial Planner to join our financial planning services company. You will help our clients manage their personal finances. 

You will serve as our client’s trusted advisor in aspects related to cash flow, investments, debt management, and savings. You will be helping in the improvisation of our clients financial situation. 

You must have effective communication skills with extensive experience in the field of financial planning and business development. Your objective will be to make sure the clients make smart and profitable decisions to meet their financial goals.

If you are meticulous, have an analytical mind, customer-oriented, we certainly would like to have you on-board.


  • Analyze customer’s financial statuses – income, liability, expenses etc.

  • Examine and also suggest clients with the best financial opportunities – investments and insurance plans

  • Develop best plans and budget for customers

  • Personalize financial plans according to the customer’s changing requirements

  • Assist customers to implement their plans and execute transactions

  • Present, as well as, sell appropriate financial products and services

  • Locate and approach potential clients

  • Build strong relationships to retain existing customers

  • Maintain an updated understanding of standards, regulations, and financial products and services we offer

  • Work together with our team to produce the best possible results


  • Bachelor’s degree in Finance, Accounting, Business Administration or related field

  • Professional certifications like CFP will be a plus

  • Proven work experience as a Financial Planner, Financial Specialist, Financial Advisor or a similar role belonging to financial industry Extensive knowledge of mutual funds

  • Experience in Customer Service or sales will be an asset

  • Proficiency in CRM systems and MS Office Tools

  • Ability to evaluate financial information and comply with industry regulations

  • Ability to handle any complex financial situations

  • Strong mathematical skills and attention to detail

  • Customer-oriented attitude with strong ethics

  • Exceptional communication skills

  • Ability to foster long-term relationships

  • Valid professional license

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Dominic Scales, Global Talent Acquisition Manager at DOTW
Dominic Scales
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