Financial Planner Job Responsibilities:
Provide financial planning and investment advisory services.
Research and present investment strategies.
Develop and execute retirement planning.
Implement risk management and tax planning strategies.
Coordinate estate planning.
Manage client relationships.
Identify and cultivate new clients.
Develop and grow a book of business.
Open, transfer, and manage client accounts.
Identify financial process improvement.
Generate and process paper and electronic documents.
Financial Planner Qualifications/Skills:
Comprehensive knowledge of topics related to financial planning
In-depth understanding of the financial planning industry, including investment and insurance products and services
Self-starter with an entrepreneurial spirit
Exemplary written and verbal communication skills
Strong interpersonal aptitude
Ability to maintain confidentiality
Experience with financial planning software
Advanced Microsoft Excel skills
Education and Experience Requirements:
Bachelor’s degree in business or related field
1-2 years experience in the financial industry