Career Path: Financial Planner
Job Description
These professionals assist others through planning and organizing finances, as well as choosing wise investments. They also help families protect their assets through appropriate insurance products and estate planning services.
Financial planners help their clients develop short-term and long-term financial goals and develop strategies to accomplish those goals. They may work with young families, individuals nearing retirement, small business owners, or entrepreneurs. Because each client has unique goals, the financial planner must develop individual plans of action.
Financial planners counsel and advise their clients on investment opportunities and other major financial decisions, like purchasing a home, developing a budget, or paying down debt. They help plan for the future through insurance products and estate planning. They may also provide guidance on personal taxes, such as possible deductions or tax-advantaged investment opportunities.
Typical Position Requirements
- Bachelor’s degree in Accounting, Finance or Business
- Certified Financial Planner (CFP) credential