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Financial Planner

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Financial Planner
Business Operations, HR, and Financial Services > Financial Services - General  > Financial Planner
Job Purpose: Advise clients on financial plans utilizing knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate. Duties include assessing clients' assets, liabilities, cash flow, insurance coverage, tax status, and financial
Go to Qualifications | Go to Required Skills
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Industry Forecast Data
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Number of similar jobs posted on Monster:
Rate of Growth in percent:
1000+
32.10
%
Much faster than average when compared with other industries
Size of Industry in 2006:
Size of Industry in 2016:
207,000
273,000
Source: Bureau of Labor Statistics, May 2006
Duties
Skills
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Accounting
Active listening
Analyzing Information
Audit
Business Knowledge
Confidentiality
Corporate Finance
Cost Accounting
Critical Thinking
Deadline-Oriented
Developing Budgets
Electronic Payment Technology
Financial Diagnosis
Financial Planning and Strategy
Financial Software
Forecasting
General Math Skills
ICC Compliance
Managing Profitability
Multi-tasking
Reading Comprehension
Reporting Research Results
SFAS Rules
Statistical Analysis
Tax
Time Management
Tracking Budget Expenses
Verbal Communication
Qualifications
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  • Bachelor’s Degree
  • FINRA Licensure
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