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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

  • $81,560

    Average Salary

What Does A Finance Planner Do At Navy Exchange Services (NEX)

* Develops the retail merchandise fiscal financial budget goals and procedures working closely with buyers and inventory planners.
* Applies knowledge of merchandise planning and analysis to perform monthly financial reviews.
* Identifies trends, potential growth opportunities and areas of concern; develops and monitors action plans for the merchandising departments and the ecommerce web store.
* Manages the financial planning process for their areas of responsibilities within the Merchandise division.
* Responsible for the development, implementation and oversight of the order approval and open to buy process relating to sales and inventory for their retail merchandise categories.
* Develops, implements, and performs analysis of special projects.
* Plans, prepares, controls, and completes management projects and related correspondence as it relates to the merchandising financial planning tools.
* Prepares communication to the field relative to sales, inventory, and gross profit analysis.
* Responsible for supervision and training of their direct reports, Financial Planners and schedules work; prepares performance reviews; selects, approves, and/or recommends associate hiring/promotions and other personnel actions.
* Works under the supervision of Senior Merchandising Financial Planner who establishes deadlines and indicates scope of responsibility.
* Incumbent receives minimum supervision and carries out mission with a high degree of independence and exercises initiative and judgment in resolving problems and executing assignments.
* Carries out duties in accordance with established methods, procedures and guidelines.
* Carries out policy of courtesy and service.
* Recognizing the importance of attention required in a retailing and service organization, exercises tact, good manners and courtesy when working with fellow associates and external customers.
* Tactfully responds to inquiries and provides assistance in prompt, friendly, and professional manner.
* Performs other duties as assigned

What Does A Finance Planner Do At UMB Bank

* Responsible for providing client support in order to retain business as well as improve client experience and drive the department to provide the Unparalleled Customer Experience by bringing on clients and providing client support with thorough analysis and client presentations.
* Provide comprehensive analysis, pro-active financial, strategic and/or estate planning solutions to Private Wealth current and prospective clients.
* Provide sophisticated and technical financial support and work closely with client delivery teams to identify financial/estate planning opportunities.
* Support the client planning and decision- making by identifying, maintaining, and evaluating information; developing and recommending actions.
* May focus on resolution of non-estate planning issues.
* Prepares high level financial planning reports for Private Wealth clientele by collecting, formatting, analyzing and explaining information primarily for the most complex client situations involving multiple options.
* Recommends financial scenarios and/or actions by assessing options in relation to client/prospect's goals and needs.
* Builds financial/estate planning database by identifying sources of information; assembling, verifying and backing up data.
* Defines financial situation by completing quantitative analyses.
* Evaluates optional plans by identifying outcomes and potential returns.
* Communicate planning recommendations to client delivery teams.
* Serves as a resource to client delivery teams and management for education and training on relevant financial planning topics and analysis.
* Recommends debt structures by analyzing refinancing options.
* May provide guidance and leadership to less senior planners.
* Protects UMB and its clientele by keeping financial information confidential.
* Maintains technical knowledge by attending educational workshops; reviewing publications.
* Other duties as assigned

What Does A Finance Planner Do At Texas Dow Employees Credit Union

* You are a financial planner who happens tospecialize in creating a spectacular, signature and sustainable memberfinancial planning experience.
* Your customers are both prospective and currentmembers, vendors, TDECU leaders and managers and employees.
* You provide REALservice with a focus on meeting the member where they are and helpingthem get to where they want to be financially
* Building the Future: Listens to the member s needs, priorities and goals to evaluate themember s current risk exposure.
* Creates a plan to meet the member s needs basedupon their profile and updates the plan and the member as those needs changewith time
* Plan Execution: Develops recommendations based upon our member s needs, priorities andgoals.
* Communicates the recommendations in a clear, concise manner that themember understands in a timely manner.
* Implements the recommendations basedupon the agreed upon timeline and monitors for performance
* Monitoring the Plan: Discusses andevaluates changes in the plan with the member on a routine basis.
* Reviews theplan performance and progress, communicates changes with the members.
* Makesrecommendations based upon changes in the members circumstances and economicenvironmental changes
* Reporting &Metrics: Prepares and completes departmental reports, updates personal productionreports and contributes data to the Executive Management team reports
* Collaboration: Cultivates relationships with Wealth Advisors todevelop and uncover new business opportunities.
* Maintains a positive andsupportive work environment where all team members assist each other as neededto meet the needs of the member
* Facilitates working across LOB s, Supporting Staffs and other teams tocreate synergies to support the overarching strategic objectives
* Team Contribution:Activelyparticipates in team meetings, serves as a mentor to new and existing teammembers.
* Shares best practices, current industry updates and trends in themarket.
* Trains new team members on financial planning software and assists inmember presentation preparation
* ProfessionalDevelopment:Maintains professional development and certificationthrough active learning opportunities.
* Participates in webinars, onlinelearning, new system training, industry articles and regulatory updates
* Actively engages in goal setting (personal and team) and achievement for theDevelopmental Road Map (DRM).
* Keeps upto date on regulatory issues, techniques and industry technology
* Compliance& Audit Support: Implements processes as required by the Bank SecrecyAct and TDECU policies and procedures including but not limited to completingand submitting Currency Transaction Reports, being knowledgeable of signs ofunusual financial activities, and reporting signs of unusual activity and/orcompleting reporting for Suspicious Activity Report as appropriate perprocedure.
* Maintains Credit Union compliance with all existing laws and regulationsrelative to Finance and Accounting
* Oversees a variety of compliance reporting requirement for Credit Union,Financial, and Third Party audits.
* Conducts and performs Financial Auditsthrough preparation, information gathering, and reporting to ensure regulatorycompliance
* Community Relations: Actively participates in community relationsactivities and groups to represent the Credit Union.
* Takes initiative toconnect with individuals and organizations outside of the credit union

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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.


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.


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.


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
Account Executive Sales Manager General Manager
Account Manager
5 Yearsyrs
Finance Manager Sales Manager Branch Manager
Assistant Vice President
7 Yearsyrs
Branch Manager Finance Advisor Assistant Vice President
Business Relationship Manager
9 Yearsyrs
Branch Manager Account Manager Senior Account Manager
Director Of Account Management
11 Yearsyrs
Senior Finance Analyst Operations Manager Branch Manager
Finance Center Manager
6 Yearsyrs
Finance Specialist Analyst Investment Analyst
Investments Manager
6 Yearsyrs
Account Manager Operations Manager Assistant Vice President
Manager, Assistant Vice President
7 Yearsyrs
Finance Analyst Finance Manager General Manager
Managing Director
11 Yearsyrs
General Manager Property Manager
Portfolio Manager
7 Yearsyrs
General Manager Account Executive Director Of Sales
Regional Vice President
11 Yearsyrs
Account Manager Account Executive
Relationship Manager
6 Yearsyrs
Finance Manager General Manager Account Manager
Sales Account Manager
6 Yearsyrs
Account Executive Territory Manager Account Manager
Senior Account Manager
7 Yearsyrs
Senior Finance Analyst Assistant Vice President
Senior Relationship Manager
10 Yearsyrs
Sales Manager General Manager Account Executive
Senior Sales Executive
9 Yearsyrs
Finance Consultant Senior Finance Analyst Assistant Vice President
Vice President & Sales Manager
9 Yearsyrs
Finance Analyst Assistant Vice President
Vice President And Manager
10 Yearsyrs
Finance Consultant Finance Manager Assistant Vice President
Vice President And Portfolio Manager
10 Yearsyrs
Sales Manager Business Developer
Vice President, Business Development
13 Yearsyrs
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Finance Planner Demographics


  • Male

  • Female

  • Unknown



  • White

  • Hispanic or Latino

  • Asian

  • Unknown

  • Black or African American

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Languages Spoken

  • Spanish

  • Chinese

  • Mandarin

  • French

  • Cantonese

  • Japanese

  • Italian

  • German

  • Arabic

  • Hindi

  • Russian

  • Carrier

  • Portuguese

  • Urdu

  • Norwegian

  • Bengali

  • Swedish

  • Turkish

  • Romanian

  • Dutch

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Finance Planner

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Finance Planner Education

Finance Planner

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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 -
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 -
Senior Corporate Financial Planner Konami Gaming, Inc. Las Vegas, NV Jan 01, 2016 $82,118 -
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 Cambridge Wealth Management, Inc. Elmwood Park, IL Oct 01, 2012 $50,000
Financial Planner 4Wealth Advisors, Inc. Burr Ridge, IL Oct 01, 2015 $50,000

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Top Skills for A Finance Planner


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Top Finance Planner Skills

  1. Financial Aid Process
  2. Comprehensive Financial Plans
  3. Real Estate
You can check out examples of real life uses of top skills on resumes here:
  • Assign all incoming students to a Student Finance Planner and ensure that they assist students to complete the financial aid process.
  • Constructed comprehensive financial plans/investment portfolios based on clients' objectives and risk tolerance information gathered from thorough interviews.
  • Provided financial advise on real estate investments, retirement plans, distribution of wealth, and mutual fund investments.
  • Developed relationships and reviewed comprehensive life insurance and investment strategies with prospective clients.
  • Developed and presented retirement planning seminars.

Top Finance Planner Employers

Finance Planner Videos

How to Become a Financial Planner

Financial Planning 101 Introduction | Financial Management | Personal Finance Money Management

Financial Advisor - Career Conversation