Job Description Template for:

Certified Financial Planner

Years of experience: 2 - 5 years
Education:
  • Bachelor’s Degree in Finance, Accounting or related field.
Responsibilities:
  • Analyze clients’ financial statuses (e.g. income, expenses and liabilities).
  • Examine and suggest financial opportunities (e.g. insurance plans, investments).
  • Develop sound plans and budgets for clients.
  • Customize financial plans according to clients’ changing needs.
  • Help clients implement their plans and carry out transactions.
  • Present and sell suitable financial products and services.
  • Find and approach prospective clients.
  • Build strong relationships to retain existing clients.
  • Maintain updated knowledge of regulations, practices and financial products.
Required Skills & Qualifications:
  • 3+ years’ experience in a financial planning role.
  • Proven experience as financial planner or similar role; experience in sales or customer service is an asset.
  • Professional CFP Certification.
  • Strong ability to analyze market’s financial data and provide adequate financial advice.
  • Ability to analyze financial information and comply with regulations.
  • Exceptional presentation and negotiation skills.
  • Proficiency with Microsoft Office, Accounting Software, and CRM systems.
  • Attention to detail and strong math skills.
  • Strong ethics, with a customer-oriented attitude.
  • Outstanding communication skills, with the ability to foster long-term relationships.


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