Financial Planners will help clients manage their finances. Financial Planner will be the clients’ trusted advisor in areas including investments, cash flow, savings and debt management. Financial planner should be an effective communicator with experience in financial planning and business development. A Financial Planner should ensure clients make wise and profitable decisions to meet their financial goals.
Key Responsibilities
- Analyzes clients’ financial statuses (e.g. income, expenses and liabilities)
- Examines and suggests financial opportunities (e.g. insurance plans, investments)
- Develops sound plans and budgets for clients
- Customizes financial plans according to clients’ changing needs
- Helps clients implement their plans and carry out transactions
- Presents and sells suitable financial products and services
- Finds and approaches prospective clients
- Builds strong relationships to retain existing clients
- Maintains updated knowledge of regulations, practices and financial products
Job Requirements/Qualifications:
- Bachelor’s degree in accounting, finance, business administration or relevant field; professional certification (e.g. CFP) is a plus
- Proven experience as financial planner or similar role; experience in sales or customer service is an asset
- Ability to analyze financial information and comply with regulations
- Proficiency in MS Office and CRM systems
- Attention to detail and strong math skills
- BSc/BA in accounting, finance, business administration or relevant field; professional certification (e.g. CFP) is a plus
Skills needed for this role
Financial Planners must have a strong ethics, with a customer-oriented attitude and outstanding communication skills, with the ability to foster long-term relationships,
Career Level
1-4 Years Experienced Employee
Job Specializations
Corporate Finance, Statistical Analysis, Financial Planning and Strategy, Reporting Research Results, Financial Modelling