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Become A Finance Planner

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Working As A Finance Planner

  • Getting Information
  • Evaluating Information to Determine Compliance with Standards
  • Interacting With Computers
  • Making Decisions and Solving Problems
  • Establishing and Maintaining Interpersonal Relationships
  • Mostly Sitting

  • $64,731

    Average Salary

What Does A Finance Planner Do

Personal financial advisors provide advice on investments, insurance, mortgages, college savings, estate planning, taxes, and retirement to help individuals manage their finances.  

Duties

Personal financial advisors typically do the following:

  • Meet with clients in person to discuss their financial goals
  • Explain the types of financial services they provide to potential clients
  • Educate clients and answer questions about investment options and potential risks
  • Recommend investments to clients or select investments on their behalf
  • Help clients plan for specific circumstances, such as education expenses or retirement
  • Monitor clients’ accounts and determine if changes are needed to improve the performance or to accommodate life changes, such as getting married or having children
  • Research investment opportunities

Personal financial advisors assess the financial needs of individuals and help them with decisions on investments (such as stocks and bonds), tax laws, and insurance. Advisors help clients plan for short- and long-term goals, such as meeting education expenses and saving for retirement through investments. They invest clients’ money based on the clients’ decisions. Many advisors also provide tax advice or sell insurance.

Although most planners offer advice on a wide range of topics, some specialize in areas such as retirement or risk management (evaluating how willing the investor is to take chances and adjusting investments accordingly).

Many personal financial advisors spend a lot of time marketing their services, and they meet potential clients by giving seminars or through business and social networking. Networking is the process of meeting and exchanging information with people, or groups of people, who have similar interests.

After financial advisors have invested funds for a client, they and the client receive regular investment reports. Advisors monitor the client’s investments and usually meet with each client at least once a year to update the client on potential investments and to adjust the financial plan based on the client’s circumstances or because investment options may have changed.

Many personal financial advisors are licensed to directly buy and sell financial products, such as stocks, bonds, annuities, and insurance. Depending on the agreement they have with their clients, personal financial advisors may have the client’s permission to make decisions about buying and selling stocks and bonds.

Private bankers or wealth managers are personal financial advisors who work for people who have a lot of money to invest. These clients are similar to institutional investors (commonly, companies or organizations), and they approach investing differently than the general public does. Private bankers manage a collection of investments, called a portfolio, for these clients by using the resources of the bank, including teams of financial analysts, accountants, and other professionals.

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How To Become A Finance Planner

Personal financial advisors typically need a bachelor’s degree. A master’s degree and certification can improve one’s chances for advancement in the occupation.

Education

Personal financial advisors typically need a bachelor’s degree. Although employers usually do not require personal financial advisors to have completed a specific course of study, a degree in finance, economics, accounting, business, mathematics, or law is good preparation for this occupation. Courses in investments, taxes, estate planning, and risk management are also helpful. Programs in financial planning are becoming more available in colleges and universities.

Training

Once they are hired, personal financial advisors often enter an on-the-job training period. During this time, new advisors work under the supervision of senior advisors and learn how to perform their duties, including building a client network and developing investment portfolios. This training usually lasts for more than a year.

Licenses, Certifications, and Registrations

Personal financial advisors who directly buy or sell stocks, bonds, or insurance policies, or who provide specific investment advice, need a combination of licenses that varies with the products they sell. In addition to being required to have those licenses, advisors in smaller firms that manage clients’ investments must be registered with state regulators and those in larger firms must be registered with the Securities and Exchange Commission. Personal financial advisors who choose to sell insurance need licenses issued by state boards. Information on state licensing board requirements for registered investment advisors is available from the North American Securities Administrators Association.

Certifications can enhance a personal financial advisor’s reputation and can help bring in new clients. The Certified Financial Planner Board of Standards offers the Certified Financial Planner (CFP) certification. For this certification, advisors must have a bachelor’s degree, complete at least 3 years of relevant work experience, pass an exam, and agree to adhere to a code of ethics. The exam covers the financial planning process, insurance and risk management, employee benefits planning, taxes and retirement planning, investment and real estate planning, debt management, planning liability, emergency fund reserves, and statistical modeling.

Advancement

A master’s degree in an area such as finance or business administration can improve a personal financial advisor’s chances of moving into a management position and attracting new clients.

Important Qualities

Analytical skills. In determining an investment portfolio for a client, personal financial advisors must be able to take into account a range of information, including economic trends, regulatory changes, and the client’s comfort with risky decisions.

Interpersonal skills. A major part of a personal financial advisor’s job is making clients feel comfortable. Advisors must establish trust with clients and respond well to their questions and concerns.

Math skills. Personal financial advisors should be good at mathematics because they constantly work with numbers. They determine the amount invested, how that amount has grown or decreased over time, and how a portfolio is distributed among different investments.

Sales skills. To expand their base of clients, personal financial advisors must be convincing and persistent in selling their services.

Speaking skills. Personal financial advisors interact with clients every day. They must explain complex financial concepts in understandable language.

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Finance Planner Jobs

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Finance Planner Career Paths

Finance Planner
Finance Specialist Finance Consultant Investment Advisor
Agency Director
8 Yearsyrs
General Manager Real Estate Agent Insurance Sales Agent
Agency Manager
6 Yearsyrs
Senior Finance Analyst Cost Accounting Manager Assistant Controller
Assistant Director Of Finance
7 Yearsyrs
Account Manager Bookkeeper Assistant Controller
Assistant Treasurer
5 Yearsyrs
Sales Manager Office Manager Staff Accountant
Audit Manager
6 Yearsyrs
Finance Manager Sales Manager Personal Banker
Bank Manager
5 Yearsyrs
Sales Manager Personal Banker
Banking Center Manager
5 Yearsyrs
Finance Consultant Assistant Branch Manager
Business Development Officer
7 Yearsyrs
Account Manager Relationship Manager Business Development Officer
Business Relationship Manager
9 Yearsyrs
Senior Finance Analyst Finance Manager Controller
Finance Services Director
10 Yearsyrs
Account Executive Office Manager Controller
Finance Vice President
10 Yearsyrs
Business Development Manager Co-Founder Trader
Fixed Income Manager
5 Yearsyrs
General Manager Finance Advisor Investment Analyst
Investments Manager
6 Yearsyrs
Account Executive Sales Manager Branch Manager
Manager, Assistant Vice President
7 Yearsyrs
Finance Analyst Account Manager Relationship Manager
Senior Relationship Manager
10 Yearsyrs
Finance Consultant Senior Finance Analyst
Treasury Manager
9 Yearsyrs
Finance Specialist Benefit Specialist Plan Administrator
Trust Officer
5 Yearsyrs
Finance Manager Controller Assistant Vice President
Vice President & Sales Manager
9 Yearsyrs
Finance Analyst Assistant Vice President
Vice President And Portfolio Manager
10 Yearsyrs
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Finance Planner Demographics

Gender

Male

60.2%

Female

36.7%

Unknown

3.1%
Ethnicity

White

60.2%

Hispanic or Latino

15.3%

Black or African American

10.5%

Asian

10.2%

Unknown

3.9%
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Foreign Languages Spoken

Spanish

43.1%

Chinese

10.6%

Mandarin

10.0%

French

5.6%

Cantonese

5.0%

Japanese

3.8%

Italian

3.1%

Portuguese

2.5%

German

2.5%

Arabic

2.5%

Russian

1.9%

Urdu

1.9%

Hindi

1.3%

Norwegian

1.3%

Bengali

1.3%

Carrier

1.3%

Swedish

0.6%

Turkish

0.6%

Cherokee

0.6%

Romanian

0.6%
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Finance Planner Education

Schools

University of Phoenix

20.1%

University of South Florida

6.4%

Arizona State University

6.4%

University of Wisconsin - Milwaukee

5.7%

American College

4.9%

Boston University

4.5%

Michigan State University

4.2%

Cornell University

4.2%

Western Kentucky University

4.2%

Texas Tech University

3.8%

University of Connecticut

3.8%

Northeastern University

3.8%

Southern New Hampshire University

3.8%

Liberty University

3.8%

George Washington University

3.4%

Kansas State University

3.4%

Temple University

3.4%

University of Minnesota - Twin Cities

3.4%

Northern Illinois University

3.4%

Florida State University

3.4%
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Majors

Business

34.1%

Finance

21.6%

Accounting

8.6%

Economics

4.6%

Management

4.1%

Marketing

4.0%

Psychology

3.0%

Political Science

2.7%

Criminal Justice

2.5%

Education

1.7%

Communication

1.7%

History

1.7%

Law

1.6%

Sociology

1.4%

Business Economics

1.3%

Human Resources Management

1.2%

Insurance

1.2%

Human Services

1.1%

English

1.1%

Elementary Education

1.0%
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Degrees

Bachelors

46.3%

Masters

27.9%

Other

13.8%

Associate

4.7%

Certificate

3.5%

Doctorate

2.8%

Diploma

0.7%

License

0.3%
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Real Finance Planner Salaries

Job Title Company Location Start Date Salary
Senior Financial Planner NMP Planning Co., Inc. Melville, NY Oct 21, 2014 $138,445
Financial Planner Francis Financial New York, NY Apr 18, 2011 $100,343
Financial Planner Linda S. Lubitz, CFP, Pa Miami, FL Sep 14, 2013 $95,000
Financial Planner Linda S. Lubitz, CFP, Pa Miami, FL Oct 21, 2013 $95,000
SR. Financial Planner/Auditor Bridgepoint Education, Inc. San Diego, CA Sep 30, 2014 $94,500
SR. Corporate Financial Planner Konami Gaming, Inc. Las Vegas, NV Sep 02, 2015 $87,500 -
$105,000
Financial Planner & Administrator International Pioneer, Inc. Los Angeles, CA Sep 18, 2015 $83,814
Senior Corporate Financial Planner Konami Gaming, Inc. Las Vegas, NV Apr 12, 2015 $82,118 -
$96,088
Senior Corporate Financial Planner Konami Gaming, Inc. Las Vegas, NV Jan 01, 2016 $82,118 -
$96,088
Financial Planner Entholpy EMC Inc. Fremont, CA Jan 15, 2016 $78,800
SR. Financial Planner Clarfeld Financial Advisors, LLC Tarrytown, NY Jul 14, 2016 $76,000
Financial Planner and Analyst Praxair, Inc. San Ramon, CA Sep 13, 2010 $75,450
Inventory Financial Planner Restoration Hardware, Inc. Corte Madera, CA Aug 08, 2016 $75,000
Financial Planner/Analyst E and C Enterprises, Inc. Woodbridge, VA Apr 14, 2010 $75,000
Financial Planner Entholpy EMC Inc. Santa Clara, CA Sep 17, 2015 $68,400
Financial Planner International Underwriting Agency Inc. NY Sep 04, 2014 $67,431
Financial Planner Solomon Agency Corp. NY Sep 04, 2014 $67,431
Financial Planner Phil Art Studio Inc. Fort Lee, NJ Sep 18, 2014 $67,431
Financial Planner Metlife New York, NY Mar 06, 2008 $67,184
Human Resource Financial Planner Futurewei Technologies, Inc. Plano, TX Jul 21, 2010 $65,000
Financial Planner Pandit & Thomas, CPA's, PC New York, NY Sep 17, 2015 $63,752
Financial Planner ALWS, Inc. Los Angeles, CA Sep 16, 2013 $58,853
Financial Planner Mina, Inc. West Palm Beach, FL Oct 01, 2010 $51,382
Financial Planner 4Wealth Advisors, Inc. Burr Ridge, IL Oct 01, 2015 $50,818
Financial Planner Tricolor Auto Group, LLC Irving, TX Sep 06, 2014 $50,794
Financial Planner Carloha, Inc. Westbury, NY Sep 14, 2016 $50,045
Associate Financial Planner Klein Financial Advisors, Inc. Newport Beach, CA Sep 26, 2014 $50,000
Financial Planner 4Wealth Advisors, Inc. Burr Ridge, IL Oct 01, 2015 $50,000
Financial Planner Cambridge Wealth Management, Inc. Elmwood Park, IL Oct 01, 2012 $50,000

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Top Skills for A Finance Planner

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  1. Financial Aid
  2. Comprehensive Financial Plans
  3. Real Estate
You can check out examples of real life uses of top skills on resumes here:
  • Assisted existing students in completing their financial aid application to continue receiving federal aid.
  • Prepared, presented and evaluated comprehensive financial plans for small business owners, corporate executives, professionals and family groups.
  • Provided financial advise on real estate investments, retirement plans, distribution of wealth, and mutual fund investments.
  • Conducted investment seminars and gave presentations on financial analysis to acquire new clients.
  • Developed relationships and reviewed comprehensive life insurance and investment strategies with prospective clients.

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Top 10 Best States for Finance Planners

  1. District of Columbia
  2. New Jersey
  3. Connecticut
  4. New Mexico
  5. New York
  6. North Carolina
  7. Georgia
  8. Washington
  9. Florida
  10. Maine
  • (105 jobs)
  • (305 jobs)
  • (172 jobs)
  • (76 jobs)
  • (573 jobs)
  • (272 jobs)
  • (296 jobs)
  • (257 jobs)
  • (511 jobs)
  • (23 jobs)

Top Finance Planner Employers

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