Financial Planner Job Description Template

The Financial Planner job description template is a document that outlines the key responsibilities and required qualifications for this position. Financial planners are responsible for providing clients with financial advice and assistance, including creating investment plans, managing assets, and developing retirement plans. This template can be used by employers to create job postings that attract qualified candidates, and by job seekers to better understand the requirements and expectations for a career in financial planning.

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Job Overview:

A Financial Planner plays a crucial role in providing sound financial advice and guidance to clients. The job entails assisting clients in achieving their financial goals through budgeting, retirement planning, investment management, tax planning, and estate planning services.

Job Responsibilities:

  • Meet with clients to assess their financial status and objectives.
  • Develop customized financial plans based on clients' needs.
  • Provide advice on investments, insurance, and tax planning.
  • Monitor and review clients' financial plans regularly to ensure they are on track.
  • Inform clients of any changes in laws or regulations that may affect their financial plans.
  • Assist clients in setting and achieving financial goals like retirement and college savings.
  • Qualifications:

  • Bachelor's degree in finance, accounting, or a related field.
  • Professional certification from the Financial Planning Association (CFP) or equivalent.
  • Excellent communication and interpersonal skills.
  • Ability to work independently and manage multiple clients.
  • Proficient in using financial planning software and tools.
  • Job Requirements:

  • 5+ years of experience in financial planning, investment management, or related field.
  • Thorough knowledge of financial planning principles and practices.
  • Familiarity with financial products like stocks, bonds, mutual funds, and annuities.
  • Valid state license to sell financial products (life insurance, annuities, securities).
  • Strong analytical and problem-solving skills.
  • If you meet the above qualifications and are passionate about helping people achieve their financial goals, we encourage you to apply for this role.


    Creating a job posting for a financial planner is an essential step in the hiring process. It helps attract potential candidates and provide them with a clear overview of the job requirements and responsibilities. Here are some tips on how to create an effective financial planner job posting.

    Job Title and Overview

    The first step in creating a job posting is to come up with a job title that accurately describes the role of the financial planner. After that, you should provide an overview of the position, which should include a brief description of the company, the main responsibilities of the job, and the qualifications required for the role.

  • Examples of job titles: Financial Planner, Financial Advisor, Investment Advisor, Wealth Manager
  • Responsibilities and Duties

    This section should outline the specific responsibilities and duties required of the financial planner. It should also emphasize that the role involves working closely with clients to help them achieve their financial goals.

  • Examples of Responsibilities and Duties: creating financial plans, conducting financial analyses, monitoring investment performance, providing financial guidance, establishing and maintaining client relationships, etc.
  • Qualifications

    The qualifications section is crucial, as it specifies the minimum requirements for the job. It should list the educational, professional, and personal qualifications that are necessary to perform the job effectively.

  • Examples of qualifications: Bachelor's degree in Finance or related field, Certified Financial Planner (CFP) certification, experience in financial planning, excellent communication and interpersonal skills, attention to detail, etc.
  • Salary Range and Benefits

    Providing the salary range is vital to attract potential candidates. It provides an understanding of what the job entails and the candidate's financial expectations. Additionally, offering information on employee benefits can further entice potential candidates.

  • Examples of Employee Benefits: health insurance, retirement savings plan, flexible work hours, paid time off, etc.
  • Conclusion

    A well-written financial planner job posting can attract top talent and help you find the right candidate for the job. Remember to include essential elements such as job responsibilities, qualifications, salary range, and employee benefits. Keep it concise and informative, and you'll likely attract the right candidates for your organization.

    What should be included in a Financial Planner job posting?

    A job posting for a Financial Planner position should provide the essential information that candidates need to know about the position. It should clearly outline the responsibilities, requirements, and qualifications of the job. The job posting should also provide information about the company, such as its mission, values, and culture.

    What are the essential responsibilities of a Financial Planner?

  • Assist clients in creating a plan to achieve their financial goals
  • Provide advice on how to manage an investment portfolio
  • Research and analyze financial issues to provide recommendations to clients
  • Create monthly, quarterly, or annual reports for clients
  • Maintain relationships with clients and update them regularly
  • What are the qualifications required for a Financial Planner position?

  • A bachelor's or master's degree in business, finance, or a related field
  • Experience in financial planning or a related field
  • Strong analytical, communication and interpersonal skills
  • Attention to detail and excellent organizational skills
  • Certifications such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) are a plus.
  • What should the job description in a Financial Planner job posting include?

    The job description should describe the essential functions of the job and the qualifications required to perform it. It should include details on the required skills, education, experience, and certifications. It should also outline the responsibilities and tasks of the job, as well as the necessary skills and qualities that the ideal candidate should have.

    What should be the tone of a Financial Planner job posting?

    The tone of a job posting should be professional but also engaging. It should convey the values and culture of the company and emphasize the importance of the Financial Planner position. It should also be easy to read and understand to attract qualified candidates. Use the words "you" and "we" to make the candidate feel like a part of the team.

    How can I make a Financial Planner job posting stand out?

  • Highlight the benefits and perks of the job, such as health insurance, 401k, or flexible hours.
  • Showcase the company's culture and values by including photos or videos of the workplace or employees.
  • Emphasize the importance of the Financial Planner position in the company's success and growth.
  • Make the posting easy to read and understand by using bullet points, headings, and subheadings.
  • Use action verbs to describe the responsibilities and requirements of the job, such as "manage," "advise," or "analyze."
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