A financial planner's job is to provide financial consulting services to help clients with their financial objectives and goals. You are to examine the financial statements of a company to identify risks, rewards, and opportunities. Your job roles include managing client's finances, creating financial plans and budgets for clients, and developing strategies to help clients maintain their financial goals. You will also need to build working relationships with clients, analyze the current financial status of the company and understand the specific needs, work with a team of staff to keep track of records and file updates and stay updated on the latest practices and financial products.
You need a bachelor's degree in accounting, finance or a related field and at least three years of experience for this job. Strong sales and financial background are also required. You should possess excellent interpersonal skills, verbal and written communication skills, and efficient problem-solving skills. Your average annual salary will be $69,180.
There is more than meets the eye when it comes to being a Finance Planner. For example, did you know that they make an average of $31.26 an hour? That's $65,026 a year!
Between 2018 and 2028, the career is expected to grow 7% and produce 19,100 job opportunities across the U.S.
There are certain skills that many Finance Planners have in order to accomplish their responsibilities. By taking a look through resumes, we were able to narrow down the most common skills for a person in this position. We discovered that a lot of resumes listed Interpersonal skills, Sales skills and Speaking skills.
If you're interested in becoming a Finance Planner, one of the first things to consider is how much education you need. We've determined that 72.6% of Finance Planners have a bachelor's degree. In terms of higher education levels, we found that 11.0% of Finance Planners have master's degrees. Even though most Finance Planners have a college degree, it's possible to become one with only a high school degree or GED.
Choosing the right major is always an important step when researching how to become a Finance Planner. When we researched the most common majors for a Finance Planner, we found that they most commonly earn Bachelor's Degree degrees or Master's Degree degrees. Other degrees that we often see on Finance Planner resumes include Associate Degree degrees or High School Diploma degrees.
You may find that experience in other jobs will help you become a Finance Planner. In fact, many Finance Planner jobs require experience in a role such as Finance Advisor. Meanwhile, many Finance Planners also have previous career experience in roles such as Customer Service Representative or Administrative Assistant.