Collect & analyze financial information; goal setting; focusing on - cash flow/budget, insurance, taxes, estate planning, investments and retirement, debt consolidation; prepare/execute seminars on...
Financial Planner Career Profiles
Are you great with numbers and enjoy helping others succeed? You may find a rewarding career in financial planning. These experts help businesses and individuals with matters of money by analyzing data, making recommendations, and implementing financial plans. Unlike financial advisor who focus on long-term goals, financial planners focus on more short-term goals such as setting a budget.
Some financial planners work in-house for one particular company while others choose self-employment and work for multiple clients. They spend their days looking at financial figures, making forecasts, drafting budgets, and recommending plans. Financial planners are experts in all fields relating to money and management.
Individuals may hire financial planners for a number of reasons. They may seek advice before investing in a new home or business. Some parents need guidance before sending their children to college. Others need help managing their debt and look for wisdom from financial experts. When making recommendations, these professionals offer budgets, changes to lifestyles or business strategies, and suggest the use of financial products, like software and financial assistance programs.
Most financial planners hold a bachelor’s degree in one of many fields, including finance, economics, law, business, accounting, or math. They have a deep understanding of risk management, investments, and taxes. Some financial planners specialize in one particular field, like estate planning. Financial planning requires an analytical mind with the ability to weigh opportunity costs.
If you would like to learn more about becoming a financial planner, check out the real-world career profiles below. We’ve interviewed professional financial planners one-on-one to give you the inside scoop on educational backgrounds, career paths, salaries, advice, and more.
discuss investments & strategies with clients and prospects...