Financial Planner: A description for the financial planner job

Clerical And Sales Jobs » Sales Jobs Services » Sales Jobs Real Estate Insurance Securities And Financial Services » Financial Planner

Financial Planner: 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 also refer client to other establishments to obtain services outlined in financial plan. May also sell insurance to client, recommending amount and type of coverage [SALES AGENT, INSURANCE (insurance industry) 250.257-010]. May also buy and sell stocks and bonds for client [REGISTERED REPRESENTATIVE (financial industry) 250.257-018]. May also rent, buy, and sell property for client [SALES AGENT, REAL ESTATE (real estate industry) 250.357-018]. May also be registered with professional self-regulatory association and be designated Certified Financial Planner (professional industry).

Job industry: professional industry

Other job descriptions:
Financial Planner
Registered Representative
Financial Services Sales Representative
Building Consultant
Residence Leasing Agent
Real Estate Sales Agent
Sales Representative 1
Financial Report Service Sales Agent
Data Processing Services Sales Representative
Psychological Tests And Industrial Relations Sales Agent
Business Services Sales Agent
Pest Control Service Sales Agent
Franchise Sales Representative
Herbicide Service Sales Representative
Travel Agent
Traffic Agent
Crating And Moving Estimator
Shipping Services Sales Representative
Communications Consultant
Telephone Services Sales Representative
Public Utilities Sales Representative
Graphic Art Sales Representative
Signs And Displays Sales Representative
Outdoor Advertising Leasing Agent
Advertising Sales Representative
Printing Sales Representative
Signs Sales Representative
Audiovisual Program Productions Sales Representative
Hotel Services Sales Representative
Education Courses Sales Representative
Electroplating Sales Representative
Elevators Escalators And Dumbwaiters Service Representative
Security Systems Sales Representative
Group Sales Representative
Dancing Instructions Sales Representative
Radio And Television Time Sales Representative
Television Cable Service Sales Representative
Upholstery And Furniture Repair Sales Representative
Weather Forecasting Service Sales Representative
Ticket Broker
Tobacco Warehouse Agent
Livestock Sales Representative
Agricultural Produce Commission Agent
Food Products Sales Representative
Malt Liquors Sales Representative
Tobacco Products And Smoking Supplies Sales Representative
Flowers Salesperson
Wigs Salesperson
Corsets Salesperson
Apparel Trimmings Sales Representative
Canvas Products Sales Representative
Footwear Sales Representative
Mens And Boys Apparel Sales Representative
Safety Apparel And Equipment Sales Representative
Textiles Sales Representative
Uniforms Sales Representative
Womens And Girls Apparel Sales Representative
Furs Salesperson
Infants And Childrens Wear Salesperson
Mens And Boys Clothing Salesperson
Mens Furnishings Salesperson
Millinery Salesperson
Shoes Salesperson
Womens Apparel And Accessories Salesperson
Yard Goods Salesperson
Leather And Suede Apparel And Accessories Salesperson
Pharmaceutical Detailer
Chemicals And Drugs Sales Representative
Toilet Preparations Sales Representative
Cosmetics And Toiletries Salesperson
Water Treatment Chemicals Sales Representative
Fuels Sales Representative
Petroleum Products Sales Representative
Sales Promotion Representative
Sewing Machines Salesperson
Home Furnishings Sales Representative
Household Appliances Sales Representative
China And Silverware Salesperson
Curtains And Draperies Salesperson
Floor Coverings Salesperson
Furniture Salesperson
Household Appliances Salesperson
Stereo Equipment Salesperson
Communication Equipment Sales Representative
Radiographic Inspection Equipment And Services Sales Representative
Ultrasonic Equipment Sales Representative

Comments are closed.