Financial Planner
Job Description Template

Financial Planner Job Description - Image

Job Overview

We are considering hiring a professional Financial Planner to help our clients manage their finances. You will serve as our client’s trusted advisor in aspects related to cash flow, investments, debt management, and savings. 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


  • BA/BSc in Finance, Accounting, Business Administration or related field

  • Professional certifications like CFP is a plus

  • Proven work experience as a Financial Planner. Experience in Customer Service or sales is an asset

  • Proficiency in CRM systems and MS Office Tools

  • Ability to evaluate financial information and comply with industry regulations

  • 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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