Financial Planner

Develop and implement financial plans.
picture of Financial Planner

Quick Stats


Salary Range
$41,000 – $124,000

Data from U.S. Department of Labor

What do Financial Planners do?

Develops and implements financial plans for individuals, businesses, and organizations, utilizing knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate: Interviews client to determine client’s assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives. Analyzes client’s financial status, develops financial plan based on analysis of data, and discusses financial options with client. Prepares and submits documents to implement plan selected by client. Maintains contact with client to revise plan based on modified needs of client or changes in investment market. May refer client to other establishments to obtain services outlined in financial plan. May sell insurance to client, recommending amount and type of coverage [SALES AGENT, INSURANCE 250.257-010]. May buy and sell stocks and bonds for client [REGISTERED REPRESENTATIVE 250.257-018]. May rent, buy, and sell property for client [SALES AGENT, REAL ESTATE 250.357-018]. May be registered with professional self-regulatory association and be designated Certified Financial Planner.

Should I be a Financial Planner?

You should have an associate's degree or higher and share these traits:
  • Social: You're happiest working on teams or with other people.
  • Independent: You enjoy flying solo and doing things your own way.
  • Reliable: You can always be counted on to do a good job.

  • Also known as: Financial Specialist

    How to become a Financial Planner

    We recommend at least an Associate's degree. Check out these schools offering Financial Planner-related education!
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