Financial Planner Job Description

November 26, 20110 Comments

Financial Planner Job Profile and Description

The financial planner is someone who has to do the financial planning for individuals and business houses. The first and foremost responsibility of a financial planner is to take care of the finances of the clients. Basically, he or she has to give the advice about the asset management and wealth management. He or she has the duty to chalk out financial plans after extensively analysis various available data.

Financial Planner Job Duties and Responsibilities

There are the following basic duties and responsibilities of a financial planner:

  • The person needs to devise and formulate the different plans for different clients.
  • It will be needed to keep all the factors in mind such as the unique need of the individuals or business houses and their other requirements.
  • The financial planner has the duty to remain in touch with the clients constantly.
  • He or she has to modify the previous advices or give new advice to the clients.
  • He or she sis responsible for finding out the new avenues to create wealth for clients.

Financial Planner Job Skills and Specifications

The required skills and specifications are as follows

  • The person desiring to be a financial planner should have great knowledge in the world of finance and related field.
  • He or she should possess the ability to analyze various financial data’s thoroughly and devise new plans for the clients.
  • He or she should possess the ability to counsel different clients to know their needs and risk appetite.

Financial Planner Job Qualification and Education

  • The basic degree required to do the job is a bachelor degree in any discipline but commerce is better.
  • It will be an added advantage for the person having the degrees in accounting, finance, economics or banking is more preferable for a financial planner.

Financial Planner Job Salary

The salary depends upon the skills and specifications of a person and his or her ability and past experience.

  • The salary of a financial planner generally comes in the range of $2500 to $7000 per month.

Click Here To Download Financial Planner Job Description

Filed in: Finane job description
Tagged with:

Leave a Reply

Back to Top