Financial Planner Job Description Template

An effective description can help you hire the best fit for your job. Check out our tips to provide details that skilled professionals are looking for.

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Tips for Writing a Financial Planner Job Description

A financial planner is a professional who helps individuals, families, and businesses manage their finances and plan for their future. A planner can help you make decisions on your retirement, taxes, and long-term savings.

There are many types of financial planners, including tax advisors, insurance advisors, and estate planners. A financial planner’s role can take many forms. Depending on what clients need, a capable financial planner might provide the following:

Financial planning and investment advice. This service involves accurately understanding the goals and objectives of the client in order to develop a financial road map designed to help them achieve those goals.
Retirement planning. Whether the client is a 25-year-old newly hired employee or a small-business owner nearing the end of a career, retirement planning is an area of expertise many financial planners offer.
Risk and tax management. Financial planners can help clients avoid financial pitfalls associated with tax responsibilities by planning ahead and avoiding surprises.
Estate planning. Many clients rely on financial planners to help them streamline the transition of their estate to family members, charities, or other entities in cases of being incapacitated or when looking to pass assets onto the next generation.

The section below will cover a sample job description, exploring the daily responsibilities and necessary qualifications for a financial planner.

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The Job Overview

We are seeking a financial planner to help us develop and follow a long-term financial plan for our company. As a financial planner, you will be responsible for helping us manage our company's financial resources, including the selection and implementation of our investment strategy. We are looking for someone who can help us maximize our returns in a financially and ethically sound way.

Responsibilities

Below are some of the responsibilities a financial is expected to assume in their position:

Meet with clients to understand their situation and provide financial advice
Analyze clients' financial situations and develop detailed plans for proper wealth management
Build relationships with clients and provide ongoing guidance
Design financial strategies to help clients achieve their goals and retirement plans
Streamline the financial planning process for maximum client satisfaction
Build and maintain client databases and financial planning portfolios
Keep up-to-date with the latest tax regulations and industry trends
Prepare detailed financial reports for clients
Understand the clients' risk tolerance and develop strategies to minimize risk

Maintain professional licensure and certifications

Job Qualifications and Skill Sets

Below are the qualifications expected of a financial planner:

Bachelor’s degree in a relevant field such as business, finance, economics, or statistics; Master's degree, CPA, or diploma in financial planning a plus
CFP certification or other designation required by the state or professional organization
Minimum of one year of experience as a financial planner or financial consultant
Strong understanding of financial planning, debt management, and investment management concepts
Working knowledge of the financial services industry
Demonstrable expertise in financial planning software such as Quicken
Experience working with clients to develop financial plans

Knowledge of relevant tax laws in accordance with the Bureau of Labor Statistics

Excellent communication skills

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4 Steps to Creating a Financial Planner Job Description That Fits Your Needs

With a financial planner job description template in hand, it’s time to write that job post. Although you don’t need a complete job description as you would when hiring an employee, aim to provide enough detail for a contractor to know if they’re the right fit for the project. Below are some factors to consider when writing your job description:

1. Determine What Type of Financial Planner You Need

There are a variety of financial planners to choose from. Some financial planners focus solely on helping individuals plan for their future and accomplishing financial goals, while others work exclusively with businesses and organizations.

The rate charged by financial planners will usually reflect their focus on individual or business planning. Financial planners who work with companies may charge a substantial fee to help organizations get back on track financially, while those working with individuals offer more affordable prices.

Understanding the type of financial planning help you need is a good start in finding the right financial planner.

2. Employee vs. Independent Contractor vs. Firm

Financial planners can be hired in-house, contracted through a firm, or hired independently as a freelancer. A freelance financial planner might specialize in a particular area, such as investments, retirement decisions, or saving to start a business.

A financial planner can also be hired to fill a single talent gap within your team. A firm will have team members who can help you understand and make financial decisions, whether personal or business-oriented. It all depends on how granular you want to get with your talent staffing needs. Worker classification can be tricky, so check out our compliance services resources page for more information.

3. Experience

The more experienced a financial planner is, the more complex financial tasks they’ll be able to perform for you or your business. An entry-level financial planner might help your business with simple tax, investment, financial products, or savings decisions. Alternatively, you might consult with a senior-level or a certified financial planner who can help you with more-complex investments, expansion, acquisitions, and transition planning. Your project scope and the complexities of your financial decisions will determine the type of experience required for your financial planner job.

Seasoned personal financial advisors are capable of understanding a client’s financial objectives, helping that client understand complex financial information, and ensuring the client reaches their objectives. Because not all financial planners or financial planning firms are a perfect fit for every individual or business, finding the right one for you requires a bit of digging in relation to what a particular financial analyst does and what they don’t do.

4. Industry

Many industries require specialization when it comes to financial planning. For instance, organizations that operate in financial services, such as banking or insurance, must meet regulatory requirements. In these cases, finding a senior financial planner with experience in adhering to industry regulations is critical. For individuals or organizations operating in the not-for-profit space, there are specific requirements that should be understood by a financial planner in this area as well.

Next Steps

Now that you know how to write an effective financial planner job description, you’re ready to check out our list of top financial planners on Upwork. Their qualifications are listed along with their experience, giving you all the information you need to find the right fit for you.

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Financial Planners you can meet on Upwork

$75 hourly
Yousha M.
- 5.0
- (5 jobs)
Skokie, IL
Financial Plans
Business Planning & Strategy
Bank Reconciliation
Business Valuation
Financial Accounting
Certified Tax Preparer
CPA
Bookkeeping
Financial Audit
Tax Return
Payroll Accounting
Accounts Receivable
Intuit QuickBooks
Accounts Payable Management

Hello! I’m Yousha Makda, a licensed CPA with extensive experience helping small businesses, startups, and established companies with accounting, tax planning, and financial advisory services. Unlike many who simply claim the title, I am fully certified and can provide proof of my credentials upon request. Although most of my valued clients come from referrals and outside this platform, I’m committed to delivering the same high level of expertise and accuracy here on Upwork. Services I provide include: Accounting & Advisory (GAAP standards): Monthly, quarterly, and yearly accounting | CFO & Controller services | Industry-specific accounting for SaaS, real estate, e-commerce, restaurants, construction, manufacturing, law firms, and non-profits | Reconciliations | QuickBooks & Xero setup and management Tax Services (IRS standards): Tax preparation & planning | Individual and business tax returns (Forms 1040, 1120, 1120S, 1065) | S-corp elections | IRS notices and first-time abatements | BOI reporting Assurance Services (AICPA standards): CPA-signed audit reports | Review, compilation, and comfort letters If you’re looking for a reliable CPA who can help streamline your accounting, reduce tax liabilities, and provide strategic financial advice, please feel free to reach out. I’m happy to discuss your needs and how I can help your business thrive. Best regards, Yousha Makda, CPA & CEO YM TAX CPA ⭐⭐⭐⭐⭐ “Yousha and the YM TAX CPA team are outstanding! They handled our small business taxes with precision and helped us save significantly. Highly recommended!” ⭐⭐⭐⭐⭐ “Professional, detail-oriented, and always available to answer questions. The fractional CFO services really helped us streamline our finances.” ⭐⭐⭐⭐⭐ “Great experience working with Yousha. She explained all tax documents clearly and helped us with ITIN applications seamlessly.” ⭐⭐⭐⭐⭐ “Prompt, knowledgeable, and trustworthy CPA. Our partnership accounting has never been smoother. I highly recommend YM TAX CPA.” ⭐⭐⭐⭐⭐ “Excellent bookkeeping and tax planning services. Their advice on S-corp election saved our business a lot in taxes.”
$50 hourly
Mayur D.
- 0.0
- (0 jobs)
Rajkot, GJ
Financial Plans
Analytics Account Setup
Decision Making
Communication Skills
Problem Solving

Profile Title: Experienced Accountant & Tax Consultant | Financial Planning, Tax Strategy, and Compliance Overview: Are you looking for an experienced accountant and tax consultant to help you navigate the complexities of financial management and tax compliance? Look no further! With over 4 years of experience in accounting and tax consulting, I bring a wealth of knowledge and expertise to ensure your financial success. About Me: I am a dedicated and detail-oriented accountant and tax consultant with a proven track record of helping businesses and individuals achieve their financial goals. My extensive background in financial planning, tax strategy, and compliance allows me to provide tailored solutions that meet the unique needs of each client. Whether you need assistance with bookkeeping, tax preparation, financial analysis, or strategic planning, I am here to help. Services Offered: Accounting and Bookkeeping: Comprehensive bookkeeping services, financial statement preparation, and general ledger management. Tax Planning and Preparation: Expert tax planning strategies to minimize liabilities and ensure compliance with federal, state, and local tax regulations. Preparation and filing of individual and business tax returns. Financial Analysis: Detailed financial analysis and reporting to help you understand your financial position and make informed decisions. Budgeting and Forecasting: Development of accurate budgets and financial forecasts to guide your business planning and growth. Payroll Services: Efficient payroll processing and management, including tax withholdings and reporting. Audit Support: Assistance with internal and external audits, ensuring all financial records are accurate and complete. Consulting Services: Personalized financial consulting to address specific challenges and opportunities within your business. Why Choose Me: Expertise: With a strong background in accounting and tax consulting, I stay up-to-date with the latest regulations and best practices to provide you with accurate and reliable services. Tailored Solutions: I understand that every client is unique. I take the time to understand your specific needs and provide customized solutions that fit your financial goals. Reliability: You can count on me to deliver timely and accurate results, ensuring your financial matters are always in good hands. Client-Centric Approach: I prioritize clear communication and transparency, keeping you informed at every step of the process. Client Testimonials: "Working with Mayur Desai has been a game-changer for our business. Their expertise in tax planning and financial management has saved us significant amounts of money and provided peace of mind." – Tech Mech Composites Private Limited. "I highly recommend Mayur Desai for any accounting and tax needs. Their professionalism and attention to detail are unmatched." – Tech Mech Composites Private Limited Let's Connect: Ready to take control of your finances and achieve your financial goals? Contact me today to discuss how I can help you with your accounting and tax needs. Let's work together to ensure your financial success! Skills: Accounting Tax Preparation and Planning Financial Analysis Bookkeeping Payroll Management Budgeting and Forecasting Audit Support Financial Consulting QuickBooks, Xero, and other accounting software Experience: 5 years of experience in accounting and tax consulting
$100 hourly
Nathan B.
- 5.0
- (136 jobs)
Essexville, MI
Financial Plans
Investment Strategy
Certified Financial Planner
Real Estate Investment Assistance
Personal Budgeting
Investment Research
Finance & Accounting
Financial Modeling
Financial Planning
Financial Analysis

I am a Certified Financial Planner and own an operate a fee only registered investment advising firm. I work with small business owners for financial planning, retirement plan administration and wealth management. I also work with individuals for wealth management, Investments, Cash flow modeling, Budgeting, debt management and estate planning. I have worked with numerous Fintech startups on AI based software interactions. My focus on early-stage AI product training, troubleshooting, and iterative model improvement. Experienced in evaluating model behavior, identifying gaps, and providing structured feedback to refine product performance. Skilled at testing new features, validating outputs, and collaborating with engineering teams to help shape AI tools during rapid development cycles.

$75 hourly
Yousha M.
- 5.0
- (5 jobs)
Skokie, IL
Financial Plans
Business Planning & Strategy
Bank Reconciliation
Business Valuation
Financial Accounting
Certified Tax Preparer
CPA
Bookkeeping
Financial Audit
Tax Return
Payroll Accounting
Accounts Receivable
Intuit QuickBooks
Accounts Payable Management

Hello! I’m Yousha Makda, a licensed CPA with extensive experience helping small businesses, startups, and established companies with accounting, tax planning, and financial advisory services. Unlike many who simply claim the title, I am fully certified and can provide proof of my credentials upon request. Although most of my valued clients come from referrals and outside this platform, I’m committed to delivering the same high level of expertise and accuracy here on Upwork. Services I provide include: Accounting & Advisory (GAAP standards): Monthly, quarterly, and yearly accounting | CFO & Controller services | Industry-specific accounting for SaaS, real estate, e-commerce, restaurants, construction, manufacturing, law firms, and non-profits | Reconciliations | QuickBooks & Xero setup and management Tax Services (IRS standards): Tax preparation & planning | Individual and business tax returns (Forms 1040, 1120, 1120S, 1065) | S-corp elections | IRS notices and first-time abatements | BOI reporting Assurance Services (AICPA standards): CPA-signed audit reports | Review, compilation, and comfort letters If you’re looking for a reliable CPA who can help streamline your accounting, reduce tax liabilities, and provide strategic financial advice, please feel free to reach out. I’m happy to discuss your needs and how I can help your business thrive. Best regards, Yousha Makda, CPA & CEO YM TAX CPA ⭐⭐⭐⭐⭐ “Yousha and the YM TAX CPA team are outstanding! They handled our small business taxes with precision and helped us save significantly. Highly recommended!” ⭐⭐⭐⭐⭐ “Professional, detail-oriented, and always available to answer questions. The fractional CFO services really helped us streamline our finances.” ⭐⭐⭐⭐⭐ “Great experience working with Yousha. She explained all tax documents clearly and helped us with ITIN applications seamlessly.” ⭐⭐⭐⭐⭐ “Prompt, knowledgeable, and trustworthy CPA. Our partnership accounting has never been smoother. I highly recommend YM TAX CPA.” ⭐⭐⭐⭐⭐ “Excellent bookkeeping and tax planning services. Their advice on S-corp election saved our business a lot in taxes.”
$50 hourly
Mayur D.
- 0.0
- (0 jobs)
Rajkot, GJ
Financial Plans
Analytics Account Setup
Decision Making
Communication Skills
Problem Solving

Profile Title: Experienced Accountant & Tax Consultant | Financial Planning, Tax Strategy, and Compliance Overview: Are you looking for an experienced accountant and tax consultant to help you navigate the complexities of financial management and tax compliance? Look no further! With over 4 years of experience in accounting and tax consulting, I bring a wealth of knowledge and expertise to ensure your financial success. About Me: I am a dedicated and detail-oriented accountant and tax consultant with a proven track record of helping businesses and individuals achieve their financial goals. My extensive background in financial planning, tax strategy, and compliance allows me to provide tailored solutions that meet the unique needs of each client. Whether you need assistance with bookkeeping, tax preparation, financial analysis, or strategic planning, I am here to help. Services Offered: Accounting and Bookkeeping: Comprehensive bookkeeping services, financial statement preparation, and general ledger management. Tax Planning and Preparation: Expert tax planning strategies to minimize liabilities and ensure compliance with federal, state, and local tax regulations. Preparation and filing of individual and business tax returns. Financial Analysis: Detailed financial analysis and reporting to help you understand your financial position and make informed decisions. Budgeting and Forecasting: Development of accurate budgets and financial forecasts to guide your business planning and growth. Payroll Services: Efficient payroll processing and management, including tax withholdings and reporting. Audit Support: Assistance with internal and external audits, ensuring all financial records are accurate and complete. Consulting Services: Personalized financial consulting to address specific challenges and opportunities within your business. Why Choose Me: Expertise: With a strong background in accounting and tax consulting, I stay up-to-date with the latest regulations and best practices to provide you with accurate and reliable services. Tailored Solutions: I understand that every client is unique. I take the time to understand your specific needs and provide customized solutions that fit your financial goals. Reliability: You can count on me to deliver timely and accurate results, ensuring your financial matters are always in good hands. Client-Centric Approach: I prioritize clear communication and transparency, keeping you informed at every step of the process. Client Testimonials: "Working with Mayur Desai has been a game-changer for our business. Their expertise in tax planning and financial management has saved us significant amounts of money and provided peace of mind." – Tech Mech Composites Private Limited. "I highly recommend Mayur Desai for any accounting and tax needs. Their professionalism and attention to detail are unmatched." – Tech Mech Composites Private Limited Let's Connect: Ready to take control of your finances and achieve your financial goals? Contact me today to discuss how I can help you with your accounting and tax needs. Let's work together to ensure your financial success! Skills: Accounting Tax Preparation and Planning Financial Analysis Bookkeeping Payroll Management Budgeting and Forecasting Audit Support Financial Consulting QuickBooks, Xero, and other accounting software Experience: 5 years of experience in accounting and tax consulting
$100 hourly
Nathan B.
- 5.0
- (136 jobs)
Essexville, MI
Financial Plans
Investment Strategy
Certified Financial Planner
Real Estate Investment Assistance
Personal Budgeting
Investment Research
Finance & Accounting
Financial Modeling
Financial Planning
Financial Analysis

I am a Certified Financial Planner and own an operate a fee only registered investment advising firm. I work with small business owners for financial planning, retirement plan administration and wealth management. I also work with individuals for wealth management, Investments, Cash flow modeling, Budgeting, debt management and estate planning. I have worked with numerous Fintech startups on AI based software interactions. My focus on early-stage AI product training, troubleshooting, and iterative model improvement. Experienced in evaluating model behavior, identifying gaps, and providing structured feedback to refine product performance. Skilled at testing new features, validating outputs, and collaborating with engineering teams to help shape AI tools during rapid development cycles.
$95 hourly
Matt R.
- 5.0
- (3 jobs)
Manchester, ENGLAND
Financial Plans
Personal Finance & Wealth Management
Wealth Management
Life Insurance
Investment Strategy
Investment Portfolio Review
Pension Plan
Financial Planning

After working in various roles in the Financial Planning industry, I knew there was a better way of providing financial planning to people earlier in their lifetime. One that made it clear how they can meet their financial goals and doesn’t require them to have huge amounts of money already. I started Momentum Wealth to ensure professionals and business owners make smart decisions with their money from the outset. Day-to-day, I work with clients on their financial plans, ensuring they can enjoy their life now whilst having a plan in place that means they’re provided and protected for in the medium and long term. Outside of work, my wife and I enjoy taking our Black Labrador Bruno out on walks. You’ll often find me on a golf course or keeping fit by going to the gym or cycling, with the occasional bike trip around Europe.
$250 hourly
Michael S.
- 5.0
- (77 jobs)
Charleston, SC
Financial Plans
Investment Research
Certified Financial Planner
Financial Planning
Financial Analysis

I am a CERTIFIED FINANCIAL PLANNER™ professional with over 15 years of experience in the wealth management industry. My mission is to help you align your finances with your goals and values by simplifying complicated concepts in a fun and approachable manner. I strive to provide personalized and customized guidance to help you achieve financial success. My areas of expertise include: Budgeting / cash flow management Investment portfolio review Tax strategies Retirement planning and analysis Social Security optimization Do not hesitate to reach out! I will respond to any inquiries ASAP. Thanks!
$40 hourly
Ross L.
- 5.0
- (3 jobs)
Atlantic Beach, FL
Financial Plans
Blog Writing
Certified Financial Planner
Travel Planning
Lifestyle & Travel
Content Creation
Content Writing
Business
Strategic Planning
Copywriting
Financial Writing
Technical Writing
Travel & Hospitality
Business Writing
Creative Writing

-Over 150 blog posts on travel written for Motley Fool owned PointsWithaCrew.com -Expert editor and reviewer of content for over 60 articles for an international financial services education and comparison website -Advisor to the Board for a financial services and education related app company -Reader Success Story on ThePointsGuy.com -Personal Travel Blog, Traveloehrs.com with over 100 posts created to first follow us on a 13 month round the world trip and then to follow us as we traveled to 7 countries with 2 children over 5 months -Technical Research paper “Long-Term Investing With Leveraged Exchange Traded Funds” published in International Journal of Arts and Commerce in 2013 -Content and quote creation completed for HARO responses for multiple companies with numerous quotes being published -Editorial Committee Member for College Savings Plan Network Blog -4 blog posts published on College Savings on CSPN.org site -4 Investment research articles and content created for Registered Investment Advisory Firm Raisonne and Hammer Price website -Lead technical writer for multiple RFP responses for 529 College Savings plans
$65 hourly
Annabelle B.
- 5.0
- (10 jobs)
Suwanee, GA
Financial Plans
Website Content
Administrative Support
Essay Writing
Microsoft Office
Time Management
Organizational Plan
English
Academic Writing
Ghostwriting
Excel Formula
Virtual Assistance
English Tutoring
Personal Finance & Wealth Management
Spreadsheet Automation
Online Writing
Personal Budgeting
Blog Writing
Typing
Microsoft Excel
Proofreading

I currently work at the largest bank in the U.S. (JPMorgan Chase) and previously worked at the 2nd largest bank in the U.S. (Bank of America). I have a degree in Finance, am certified in Microsoft Excel, have the first 3 certifications in Google Data Analytics, am working on my CFP (Certified Financial Planner), and have completed 2 semesters of my Master's in Economics. Throughout my writing and tutoring career, I have worked with High School aged students through college Graduates, and have edited hundreds of essays and articles. I also write fictional short stories in the realistic fiction, horror, romance, thriller, sci-fi, and fantasy genres. I have experience ghost-writing, and am happy to create anonymous content for clients. My non-fiction work includes six published magazine articles, Graduate school application essay editing, case studies, and academic essay writing. My fictional work includes 25+ blog posts, short stories, and ghost writing pieces. I have experience with: - Microsoft Excel - Budgeting and Financial Planning - Data Analytics - Data cleaning - creating website content - academic essays + applications - editing / proofreading - blog writing - ghost writing - article writing - writing speeches and presentations - writing fictional short stories - tutoring - administrative organization - event planning and management - schedule management
$50 hourly
Joe E.
- 5.0
- (59 jobs)
Glendale, CA
Financial Plans
Management Accounting
Business Plan Writing
Financial Reporting
Business Plan
Wave Accounting
Payroll Accounting
Accounting Report Creation
Balance Sheet
Financial Statements Preparation
Financial Analysis
Financial Modeling
Financial Model
Financial Accounting
Finance & Accounting
Accounting Software
Xero
Intuit QuickBooks
QuickBooks Online
Bookkeeping
Accounting

Key Highlights: 🎓Wharton Graduate. 🎓Stanford Graduate. 🏆CFO of a Billion-Dollar Company. 🏆Managing Director of a $100mm Real Estate Investment Firm. 🏆VP at a $2B PE Fund. 🏆Investment Banker - Growth Equity, Leveraged Buyouts, Leveraged Finance, M&A, Financial Restructuring 🏆Finance Professor at UCLA - Taught a class on Corporate Valuation; Taught a class on Capital Markets Services I Offer: ✅Accounting & Bookkeeping: Ensuring accurate and timely financial records. ✅Financial Modeling & Analysis: Delivering insights through detailed financial models. ✅Business Planning & Feasibility Studies: Developing clear and actionable strategies. ✅Private Equity & Leveraged Finance Solutions: Managing complex financial strategies for growth. ✅Debt & Equity Capital Markets Advisory: Assisting with capital raising and financial structuring. ✅Corporate Valuation & Financial Forecasting: Providing expert valuation and financial planning. ✅Logistics & Operations Consulting: Streamlining operations for improved efficiency.
$100 hourly
Anthony P.
- 5.0
- (1 job)
Reno, NV
Financial Plans
Financial Accounting
Financial Statement
Accounting
Chart of Accounts
Tax Preparation
Tax Law
Bookkeeping
Tax Return
Bank Reconciliation
Microsoft Excel
Intuit QuickBooks

I lead a tax and accounting firm with a dedicated team of six staff, and together we have filed more than 500 returns, and successfully saved clients $10 Million in taxes. Our collective expertise ensures that every client receives top-tier service backed by experience and attention to detail. Our mission is to help clients utilize the best financial strategies to make the highest returns and pay the least amount in taxes as legally allowed. We specialize in not only preparing accurate and timely tax returns but also in providing ongoing tax planning. This means developing strategies to optimize tax outcomes and assisting clients in staying on track throughout the year with their financial and tax plans. We also offer FP&A and fractional CFO services, including cash flow forecasting, budgeting, financial projections, KPI analysis, and strategic goal setting. We have successfully integrated these services with multiple clients, helping them gain deeper financial insights and achieve their business objectives I am a Certified Public Accountant with years of experience in advising clients in tax and finance while preparing returns of all types(1040, 1041, 1065, 1120S, 1120, 990). Experienced in full-charge bookkeeping including AP and AR functions. Financial statement preparation. Audit and attest engagement experience.
$60 hourly
Fitz Gerard V.
- 5.0
- (2 jobs)
Las Pinas, NCR
Financial Plans
Certified Financial Planner

A professional in the financial services industry and an online content creator for financial education. Skilled in financial and investment planning, entrepreneurship, and digital marketing.
$125 hourly
Karena D.
- 5.0
- (1 job)
Galway, IRELAND
Financial Plans
Content Rewriting
Content Editing
Coaching Session
Financial Planning

I currently setting up and run an Insurance Brokerage for an accountancy firm. I have spent all my career in Financial Services and primarily Wealth Management. I continue to further my education, In 2023 i graduated with an MBA from Trinity College Dublin ranked in the top 100 MBAs worldwide. I also hold the internationally recognized Certified Financial Planner - CFP designation from FPSB in Ireland. Skills include - 1-1 Career Coaching Financial Planning Coaching
$84 hourly
Rachael U.
- 4.7
- (1 job)
Kilcullen, KILDARE
Financial Plans
Certified Financial Planner
Finance

A finance professional with over 16 years' experience in banking who has proven oneself to be a consummate manager with excellent leadership qualities. A Subject Matter Expert on Financial Advice with a key skillset advising Business' and their owners. My strengths lie in bringing about fundamental customer journey and efficiency changes for both organisations and their clients.
$70 hourly
Matthew L.
- 5.0
- (175 jobs)
Vancouver, BC
Financial Plans
Investment Research
Copy Editing
Network Planning
Finance & Accounting
Writing
Blog Writing
Financial Writing

100% Job Success with Top Rated Plus status With over 10 years of experience in the finance industry, I bring a wealth of knowledge and expertise to my role as a financial copywriter. I have honed my skills in financial planning, investment advising, and portfolio management, as well as branch management, where I worked for a start-up firm for 6 years and helped build it from the ground up. For the last 6+ years, I have been solely focused on financial copywriting, where I have consistently produced high-quality financial commentary on a weekly basis, delivered compelling quarterly market recaps, and created and completed many content needs (please see client reviews below). I am well-versed in various financial instruments such as stocks, bonds, mutual funds, ETFs, and alternative investments. In addition to my strong analytical skills and problem-solving ability, I am also a former volunteer for the CFA Vancouver Social Committee, having served as the Committee Chair. I enjoy using my organizational skills to plan and host networking events, including pub nights, distillery tours, softball games, Monte Carlo nights, and more. When I am not working, I enjoy staying active through various sports such as baseball, softball, rugby, basketball, snow sports, and water sports.
$60 hourly
Scott H.
- 4.6
- (53 jobs)
West Sacramento, CA
Financial Plans
Blog Writing
Article Writing
Content Writing
Financial Analysis
Financial Planning
Personal Budgeting
Investment Preparation
Google Slides
Investment Research
Microsoft PowerPoint
Microsoft Excel
Google Sheets

I have qualifications in the financial industry primarily in personal budgeting and investing. Recently obtained my Masters Degree in Finance and Business Administration.
$20 hourly
Priyanka M.
- 5.0
- (102 jobs)
Delhi, NCT
Financial Plans
Financial Modeling
Corporate Tax
Goods & Services Tax
Financial Planning
Financial Report
Bookkeeping
Tax Return
Data Entry

Hi! I am a Certified Chartered Accountant and I can help you maintaining books of accounts for your business, to track all your expenses, receivables, payable so that you can focus entirely on growing your business. I have been providing various financial services since last 7 years, which includes but is not limited to: 1. Bookkeeping and preparation of financial statements as per SFRS, IFRS, UK GAAP etc., 2. Preparation and filing of GST and VAT returns with HMRC. 3. Preparing personal and corporate tax returns for residents of Canada, USA, UK and Hong Kong. 4. Preparing Financial statements and Annual returns. My aim is to provide an online platform to support small and medium businesses in their day to day compliance and to save their time that they can invest in the growth of their business. Thanks :) Looking forward to hearing from you!
$40 hourly
David Leonardo B.
- 2.4
- (1 job)
Santa Catarina, NLE
Financial Plans
Business
Microsoft Office
Microeconomics
Corporate Finance
Pitch Deck
Financial Analysis
Mergers & Acquisitions
Investment Banking
Data Management
Modeling
Business Presentation
Microsoft Excel
Investment Research
Strategy
Corporate Style
Private Equity
Research Methods
Business Management

Meticulous and detail-oriented financial professional with communication skills to connect with clients and understand and meet needs. Displays equal expertise in microeconomics and macroeconomics and uses knowledge to vigorously advocate for customers. Develops business strategies for organizations and offers informed financial advice. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
$100 hourly
Meri-Li F.
- 0.0
- (2 jobs)
Oakville, ON
Financial Plans
Certified Financial Planner

With over 24 years of experience in personal finance and the investment industry, I’ve gained a deep understanding of what it takes to navigate personal and business finances. Are you looking for clarity on your financial picture and how to make it better? Need a second set of eyes on your budget? Want a spending plan that actually works for your life? Curious about how to reach those big financial and lifestyle goals you’ve been dreaming about? I’m here to help with all of that—and more. Let’s connect and talk about how we can create a plan that makes you feel confident and in control of your financial future.
$50 hourly
Adithyan S.
- 0.0
- (0 jobs)
Palghat, KERALA
Financial Plans
Finance
Financial Statement
Investment Research
Investment Banking
Microsoft Excel
Private Equity
Portfolio Performance Modeling
Forecasting
Derivatives Trading
Financial Report
Financial Modeling

As a freelance financial planner, equity advisor, and personal wealth management consultant, I am committed to helping my clients achieve their financial goals. With a passion for this industry and a strong foundation in financial instruments and corporate finance, I have successfully cleared the CFA Level 1 exam, which has further reinforced my expertise in this field. My skills in financial planning, equity advisory, and financial modelling enable me to provide customized financial solutions that meet the specific needs of my clients. I am adept at risk profiling and portfolio management, which allows me to create personalized investment plans that help clients maximize their returns while minimizing risk. As a personal wealth management consultant, I understand the importance of building long-term relationships with clients. I work closely with my clients to gain a deep understanding of their financial objectives, and I strive to provide expert advice that helps them achieve those objectives. Overall, my combination of technical expertise and a passion for helping clients succeed makes me an ideal choice for anyone looking for a skilled and dedicated financial professional.
$35 hourly
Shirley O.
- 5.0
- (2 jobs)
Cork, M
Financial Plans
Bookkeeping
Light Bookkeeping
Transaction Data Entry
Microsoft Excel

I have over five years experience in Book Keeping when I ran my own business across the Wellness and Hospitality Industry. From Data Entry and Recording of Transactions, Bank Reconciliation, Monthly Cashflow statements, Vat Return Preparation, Customer Invoicing. I have a keen interest in Speech and Drama and enjoy doing some part time voice over work.
$45 hourly
Maeiske M.
- 0.0
- (0 jobs)
Depok, JB
Financial Plans
Project Finance
Finance & Accounting
Corporate Finance
Transaction Processing
Transaction Data Entry
Treasury Management
Accounting Report
Taxation
Account Reconciliation
Bank Reconciliation

i'm able to had good communication skill. Furthermore, i am motivated, hardworking, honest, loyal, quick learner and easy to adapt in new environment.
$60 hourly
Ruhma K.
- 0.0
- (1 job)
Wallington, ENG
Financial Plans
Bookkeeping
Financial Planning
Accounting

A seasoned accountant and financial planner with over 10 years of experience. Specialising in tax planning, financial management, and investment strategies, helping clients optimise their finances.
$120 hourly
Shannan F.
- 0.0
- (1 job)
Chattanooga, TENNESSEE
Financial Plans
Cash Flow Analysis
Budget Planning
Financial Planning
Certified Financial Planner

I am a CERTIFIED FINANCIAL PLANNER® professional and the founder of Fieldcrest Financial, LLC. I am passionate about helping individuals and families achieve their financial goals. As a CFP®, I specialize in budget and cash flow coaching, retirement planning, education planning, investment planning, and home and large purchase analysis. My personalized and professional financial advice is tailored to meet each client’s unique needs. My mission at Fieldcrest Financial, LLC is to empower clients to make informed financial decisions with confidence and clarity. I believe in a client-centric approach, ensuring that your financial well-being is always my top priority. I am committed to providing clear communication, minimalistic design, and a straightforward, stress-free financial planning process. With a strong emphasis on guilt-free spending within a budget, I encourage my clients to save and invest wisely. I advocate for low-cost index funds and often recommend providers like Vanguard for retirement accounts. My expertise in debt repayment strategies and dedication to educating clients about financial planning make me a trusted advisor in the financial community. I offer free consultations to determine individual needs and provide personalized guidance to help clients achieve their financial success. My commitment to professionalism and passion for financial empowerment make me an invaluable resource for anyone looking to navigate the complexities of financial planning.
$10 hourly
Akanksha M.
- 5.0
- (1 job)
New Delhi, DL
Financial Plans
AI Content Writing
Digital Marketing
Teaching
Content Writing
Content SEO
Financial Planning
Social Media Marketing
Canva
PPTX
Excel Formula

With a background in business, economics, education, and entrepreneurship, I’ve had the opportunity to work across very different fields and learn from each of them along the way. I hold an MBA (Finance), a Masters in Economics, Bachelors in Economics and Bachelors in Education. Additionally, I also hold an advanced certification in Digital Marketing and Communication from Upgrad x MICA. I am also a trained Jolly Phonics teacher and cleared UGC NET. My professional journey has taken me from the corporate world to classrooms, entrepreneurship, and talent development initiatives. I started my career as a Financial Analyst with Vodafone India Ltd, where I worked for three and a half years. The role gave me strong exposure to financial analysis, business operations, reporting, and problem-solving in a fast-paced corporate environment. It also helped me develop a structured and analytical approach to work that I continue to carry into everything I do today. Later, I moved into education and spent two years working as a primary school teacher. Teaching young students was a completely different experience, but one that taught me patience, communication, creativity, and the importance of connecting with people in meaningful ways. Alongside this, I also pursued entrepreneurship and spent four years running a registered handmade products business. From creating products and managing customers to marketing and day-to-day operations, this journey helped me understand business at a very practical level. It strengthened my independence, adaptability, and ability to manage multiple responsibilities with limited resources. For the past three years, I have also been serving as Chairperson Talent, where my role has involved scouting, identifying, and registering talented individuals from different backgrounds. This experience has allowed me to work closely with people, build networks, encourage participation, and contribute towards creating opportunities for deserving talent. What ties all these experiences together is my interest in people, growth, creativity, and continuous learning. I enjoy working in roles that combine analytical thinking with communication, leadership, and real-world impact. Having worked across corporate finance, education, entrepreneurship, and talent development, I bring a balanced mix of professionalism, adaptability, and people skills. I’m someone who enjoys learning new things, taking initiative, and contributing positively wherever I work
$60 hourly
Charles P.
- 0.0
- (0 jobs)
Denver, CO
Financial Plans
Writing
Investment Strategy
Taxes
Personal Budgeting
Estate Planning
Personal Finance & Wealth Management
Personal Finance
Certified Financial Planner
Financial Planning
Content Writing

CERTIFIED FINANCIAL PLANNER and seasoned personal finance writer with 7+ years of experience helping everyday investors make smarter financial decisions. Proven ability to produce engaging, accurate content covering investing, taxes, cash flow management, retirement, estate, and related topics. Former contributor to Motley Fool Money , quoted in Forbes , Fortune , and MarketWatch .
$200 hourly
Ajinkya S.
- 0.0
- (0 jobs)
Pune, MH
Financial Plans
Management Consulting
Financial Planning
Financial Audit
Bookkeeping
Accounting

As a seasoned financial planner, accountant, and bookkeeper with over 10 years of experience, I specialize in empowering individuals, families, and businesses to achieve financial clarity and long-term prosperity. My expertise lies in deep financial analysis—uncovering hidden insights in complex datasets to optimize cash flow, reduce risks, and drive strategic growth—and rigorous financial audits that ensure compliance, accuracy, and peace of mind. Whether you're navigating tax strategies, preparing for retirement, or scaling your enterprise, I blend meticulous bookkeeping with personalized planning to turn numbers into actionable narratives. I'm passionate about demystifying finance and building trust through transparent, results-oriented advice. Let's connect to transform your financial story—because every balance sheet holds the potential for extraordinary success.
$100 hourly
Jim S.
- 0.0
- (1 job)
Lockport, NY
Financial Plans
Tax Preparation
Tax Planning & Advisory
Tax Accounting
Investment Strategy
Business Consulting
Bookkeeping
Financial Planning
Accounting

I am a CPA with over 17 years of tax experience and a licensed financial advisor focused on helping individuals, families, and business owners gain clarity and confidence in their finances. My expertise includes proactive tax planning, integrated financial strategies, retirement planning, and guiding business owners with $500K–$3M in revenue to connect cash flow, bookkeeping, and tax decisions under one plan. I’m passionate about simplifying complex topics, uncovering missed opportunities, and reducing unnecessary costs and taxes. Outside of work, I enjoy traveling, spending time with my family, and cheering for the Buffalo Bills.
$85 hourly
John S.
- 0.0
- (0 jobs)
Louisville, KY
Financial Plans
Accounting Basics
Financial Planning
Light Bookkeeping
Accounting

I”m a retired Certified Public Accountant (CPA) with over 40 years of experience helping individuals and businesses manage their finances with confidence. My background includes development and upgrading accounting systems, financial statement preparation and analysis and small business consulting. Now semi-retired I am taking on selective projects where I can make a real difference, helping clients improve their accounting and financial reporting systems, their profitability and make informed financial decisions.
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