Job Descriptions Library

An online library of customizable job description templates for every industry. Choose the desired job description from our extensive library and get started with your hiring process!

Financial Planner Job Description

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.

Responsibilities

  • 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

Requirements

  • 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

Job-Description-Generator
Post this Financial Planner job on over 20+ Free Job Boards and Social Media Networks.
You can also customize this job description according to your hiring requirements.
Post to Job Board Customize

Similar to this Job

Dominic Scales
Destinations of the World.
"Jobsoid is an amazing and easy-to-use ATS system! It has made our lives easier by streamlining our recruitment processes."

Over 2000 companies across 100+ countries trust Jobsoid to simplify their recruiting.

Click here to read how Jobsoid has streamlined their hiring processes significantly.

VIB

Communicating with candidates and collaborating with our team was a tedious task. The recruiting information was always present on multiple platforms which was difficult to manage. Read how Jobsoid helped VIB in bringing the recruitment of their entire organisation under one platform.

Read the Case Study

DOTW

Destinations of the World, being a global organisation, needed a tool that could make hiring easier across all their office locations. They discovered Jobsoid by chance and realized that it could do everything they required. Read more about how Jobsoid simplified DOTW's hiring process.

Read the Case Study

Sign up for a Lifetime FREE Recruiting Account today!

  • Branded Careers Portal
  • One-Click posting to 20+ Job Boards
  • iOS & Android Mobile Apps
  • Customizable Workflow
  • Interview Scheduling
  • Task Management
  • Automated Tasks & Actions on Stages
  • Custom Email & SMS Templates