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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$90 hourly
Nathan B.
- 5.0
- (128 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.
$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
- (70 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!

$90 hourly
Nathan B.
- 5.0
- (128 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.
$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
- (70 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
$40 hourly
Annabelle B.
- 5.0
- (7 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
Garrett L.
- 5.0
- (4 jobs)
Holly Springs, NC
Financial Plans
Education
Financial Analysis
Communication Strategy
Content Creation
Certified Financial Planner
Communications
Financial Risk
Cryptocurrency
Investment Research
Microsoft Excel
Communication Skills
Investment Strategy
Financial Planning

I am an experienced Certified Financial Planner with 12 years of experience as a financial planner, the last 7 of which I owned my own Registered Investment Advisory practice. I sold that practice in early 2022 and would love to help you with any financial planning, investing, budgeting, or debt management needs you may have. I will deliver quickly, and affordably, and would love to help any way I can. -Garrett
$200 hourly
Cayden M.
- 5.0
- (32 jobs)
Palm Harbor, FL
Financial Plans
Forecasting
Financial Projection
Financial Analysis
Investment Strategy
Investment Portfolio Review
Financial Consulting
Financial Statements Preparation
Tax Law
Corporate Tax
Tax Strategy
Certified Financial Planner
Tax Preparation
Certified Tax Preparer
Financial Planning
Tax Planning & Advisory

As a Certified Financial Planner and IRS Enrolled Agent, I am committed to empowering your financial journey through tax-efficient strategies that align perfectly with your financial goals. Hi there! Are you navigating the complexities of tax laws or looking for a comprehensive financial plan? I understand how daunting this can be and that's precisely where I can lend my expertise! With my dual certifications, I offer a multifaceted approach to investment strategy, tax preparation, financial planning, business optimization, and outsourced accounting services. I am prepared to dive into your unique situation, assess your financial landscape, and tailor a robust plan to your specific needs. My keen understanding of the investment, real estate, and small business sectors enables me to bring a unique, tax-focused perspective to portfolio optimization and business planning. I assure you, my comprehensive approach to financial planning and tax consulting will help you meet your financial objectives and maximize your after-tax income. To deliver top-notch financial planning and tax consulting services, I employ a meticulous seven-step process: 1. Gathering Quantitative and Qualitative Data: I delve deep into your financial situation and aspirations. 2. Identifying and Selecting Goals: We set clear, achievable financial goals tailored to your unique circumstances. 3. Evaluating Current Course of Action and Alternative Courses of Action: I thoroughly analyze your current financial strategy and explore potential alternatives. 4. Developing Planning Recommendations: I craft a personalized financial plan that aligns with your financial goals and tax situation. 5. Presenting Planning Recommendations: I discuss the proposed plan in detail to ensure you fully understand your financial roadmap. 6. Implementing Planning Recommendations, if desired: I help you put your financial plan into action. 7. Ongoing Support and Annual Reviews, if desired: I offer continuous support and regular reviews to ensure your plan remains effective and adaptive to any changes in your circumstances. Cayden W. McLaughlin, CFP, EA Tampa Tax Consulting, LLC (727) 408-0304 cayden@mytampataxpro.com
$75 hourly
James H.
- 5.0
- (1 job)
Sunnybank, QLD
Financial Plans
Financial Planning

I am passionate about training and assessing, and have also been a classroom teacher. Explaining complex ideas simply is at level suitable to the audience is a key performance indicator
$150 hourly
Taylor R.
- 5.0
- (1 job)
Boca Raton, FL
Financial Plans
Content Writing
Personal Finance & Wealth Management
Blog Writing
Microsoft Excel
Wealth Management
Insurance
Asset Management
Certified Financial Planner
Tax Strategy
Financial Planning

If you are afraid to pay for quality professional advice — just wait until you get the bill for implementing poor advice that completely missed the mark. I’ve been directly involved in partnering with individuals and families to navigate their current and future financial circumstances for the past 13 years. I am an active CFP(r) professional and have held my designation for the past 8 years. This means I’ve always been held to a fiduciary standard. Even further, I’ve never collected a commission for any products in any capacity. It’s important to know that because it helps us understand where the interests fall. I consider my engagements a success if you leave feeling more confident and are equipped with an informed perspective on how and why my advice would potentially improve your overall ability to achieve and maintain financial independence. Here’s why I love this industry - it’s never the same story or solution for every single client. Financial planning is as much technical as it is emotional. Looking forward to learning more about how I can help.
$50 hourly
Patrick G.
- 4.9
- (5 jobs)
Naperville, IL
Financial Plans
Market Analysis
Writing
Economics
Finance
Investment Research

I have spent more than 30 years in the Financial Services industry as an analyst, investment manager, and financial planner. I managed a comprehensive $8 billion dollar investment portfolio comprised of fixed income (mortgages, corporate bonds, municipal bonds) and stocks. I was one of the first in the insurance industry to utilize stock options to mitigate common stock risk. I became a Financial Planner and earned my Series 6, 7, 63, and 65 designations, as well as RIA certification. For more than 40 years I have also been on the faculty of North Central College, teaching a broad array of finance and economics courses at both the graduate and undergraduate levels. My biggest pleasure comes from giving my students a competitive advantage in the industry by bridging the gap between academic theory and real world application.
$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.
$250 hourly
Paola M.
- 5.0
- (19 jobs)
Simpsonville, SC
Financial Plans
Accounts Payable Management
Accounts Receivable Management
Bookkeeping
Tax Strategy
Financial Statements Preparation
Tax Planning & Advisory
International Taxation
US Taxation
Corporate Tax
Intuit QuickBooks
Tax Accounting
Tax Preparation

Experienced and dedicated Certified Public Accountant (CPA) and Certified Financial Planner (CFP) with a track record of 10 years in the private sector of the accounting field. As a proactive and detail-oriented professional, I excel in delivering exceptional service to clients. My expertise lies in research, analysis, and providing comprehensive financial solutions. I have a proven ability to handle multiple tasks under tight deadlines, ensuring efficiency and accuracy. My problem-solving skills, analytical mindset, and effective communication abilities contribute to my success in addressing complex financial challenges. I adhere to the highest ethical standards and consistently maintain the integrity of financial data. Fluent in both Spanish and English, I offer seamless communication and understanding for clients with diverse backgrounds. Key Services: Tax Preparation Assistance for Small Business Owners: I assist small business owners in navigating the intricacies of tax preparation, ensuring compliance and maximizing deductions. Tax Planning: By leveraging my expertise in tax regulations, I develop strategic tax plans to optimize financial outcomes and minimize tax liabilities. Tax Consultation: As a trusted advisor, I provide insightful tax consultations, helping clients make informed decisions that align with their long-term financial goals. Business Bookkeeping Clean-ups or Quarterly Reviews: I offer comprehensive bookkeeping services, ensuring accurate and organized financial records. Whether it's cleaning up existing records or conducting quarterly reviews, I streamline financial management processes. Financial Statement Reports: I prepare detailed and accurate financial statement reports that offer valuable insights into the financial health and performance of businesses. Areas of Expertise: International Aliens: I possess extensive knowledge and experience in handling the unique financial challenges faced by international aliens. Investment Advisors: I provide specialized accounting services tailored to the unique needs of investment advisors and their clients. Professionals (i.e., Consultants): With an understanding of the specific financial requirements of professionals, I offer customized solutions to meet their accounting needs. Real Estate: I have expertise in real estate accounting, assisting clients in managing their finances effectively within the real estate industry. Marketing/Advertising: My experience in working with marketing and advertising professionals enables me to deliver accounting services that address their industry-specific challenges. I am known for my hard-working nature, quick learning abilities, and exceptional organizational skills. I thrive in collaborative team environments and contribute to fostering a positive and results-driven work culture. Let's work together to ensure your financial success."
$100 hourly
Matthew L.
- 5.0
- (164 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 4 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.
$20 hourly
Priyanka M.
- 5.0
- (98 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!
$25 hourly
Joe E.
- 5.0
- (9 jobs)
Glendale, CA
Financial Plans
Financial Analysis
Market Analysis
Fundraising
Pitch Deck
Xero
Intuit QuickBooks
QuickBooks Online
Bookkeeping
Accounting
Business Proposal
Business Writing
Business Plan
Financial Modeling
Financial Planning
Finance & 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: ✅Business Planning & Feasibility Studies: Developing clear and actionable strategies. ✅Financial Modeling & Analysis: Delivering insights through detailed financial models. ✅Bookkeeping: Ensuring accurate and timely financial records. ✅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.
$32 hourly
Mallory S.
- 5.0
- (2 jobs)
Sarnia, ON
Financial Plans
Task Coordination
Investment Preparation
Budget Management
Receptionist Skills
Customer Service
Records Management
Bookkeeping
Communication Etiquette
Document Management System
Microsoft Office

I am a motivated self-starter with over a decade of investment management and personal financial planning experience. I am also a Registered Social Worker with the Ontario College of Social Workers and Social Service Workers (OCSWSSW), and I am skilled in program development and My professional background includes the following: - Investment Advisor in a sizeable bank-affiliated firm, - Trustee at a small non-profit agency and - Supervisor in Governmental Social Services. - A variety of administrative and program support roles. Financial Planning & Budgeting Experience - Completed Financial, Tax, Retirement and Estate Planning for high-net-worth clients for a successful wealth management practice, which managed $800 million in assets. - Trusteeship services for youth ages 16-25, including budgeting, credit management, and advocacy services. l also created financial seminars for youth to support basic budgeting and savings, establishing credit and significant purchase planning. - Participated in the Community Volunteer Income Tax Program, preparing tax returns and providing financial advice to low-income Canadians. Grant Writing & Program Development Experience - Developed Equity, Diversity, Inclusion and Accessibility Plans for Crown Corporations, government departments, municipalities and non-profit agencies - Sat on the Board of Directors for two charitable organizations where I participated in fund development initiatives. - Assisted small business owners in finding grant and financing opportunities. Education - Bachelor of Arts, Political Science - Bachelor of Social Work - Advance Grant Writing Certificate - Graduate-level Quantitative and Qualitative Data Collection & Program Evaluation - Canadian Securities Course - Wealth Management Essentials My work and educational experience contribute to my unique understanding of the social services and financial sectors. I am proficient at tailoring grant proposals to attract funding from various audiences according to funding priorities and funder values and perspectives. I maintain the highest level of ethical standards in my work. I handle all personal information with confidentiality.
$7 hourly
Marjorie Q.
- 5.0
- (1 job)
Caloocan City, NCR
Financial Plans
Technical Support
Product Photography
Vlog
Phone Communication
Podcast Content
Videography
Insurance Consulting
Content Editing
YouTube Thumbnail
Content Creation
Canva
Video Editing
Social Media Content
Customer Service
Photography
Digital Art
Adobe Photoshop

Olah! 🪄✨ I’m a PH Based freelancer! I specialized in creating contents in video and photo form as well as managing social media accounts. I also an experienced customer representative with 3 years of experience! Editing and capturing moments are my way of expressing myself-- my creativity and art 🦋🪷 My job experiences are: ✔️Customer & Tech Support US ✔️Security Operator (Remote) AUS ✔️Basic Video Editor ✔️Content creator/UGC ✔️Basic Photoshop ✔️Canva Editor ✔️Digital Artist (for a short period of time) 🌿Yoga, Mindfulness, People-person, Empath, Camping, Art, Music🌎
$6 hourly
Muhammad A.
- 4.9
- (9 jobs)
Lahore, PB
Financial Plans
Financial Statement
Cash Flow Statement
Bookkeeping
QuickBooks Online
Accounting Advisory
Financial Plan
Business Consulting
Wave Accounting
Financial Modeling
Financial Analysis
Cash Flow Analysis
Microsoft Excel
Income Statement
Financial Projection
Accounting

I started my professional career in KPMG and just after three years I was leading audit advisory and consulting both large and small enterprises. I am Certified Public Accountant (CPA) and Bachelor in Accounting and Finance and Certified Financial Modeler UK and Certified in power BI. At that time I was headhunted to work on a start-up project for provision of financial services in the Middle East, Africa and United State of America. Whether your company is a startup or at the growth stage, raising capital requires specific knowledge and experience. Positioning your company, business plan, and growth strategy so it appeals to investors is an important step that should not be minimized and taken for granted. Investors see a lot of opportunities so it is important to capture and hold their attention. It is important to raise your project above the crowd. With over 7 years of finance, venture capital, and startup experience, I know what investors look for when reviewing an investment. Whether it be in a business plan, pitch deck, financial model or term sheet, well-prepared materials, presented in a consistent, clear and concise manner is important to have in your fundraising efforts. You only get one chance to impress an investor. Utilizing these tools improves your chance of fundraising success. I work with my clients to ensure that their investor materials anticipate and address the questions and concerns that investors may present. Business and startup consultant with 7+ years of experience in startup and emerging company finance in the areas of public market, private equity, and venture capital. Kind of Models that I have built:- • Financial Models for Startups(sectors like SaaS, e-commerce, web3, retail) • Sales Forecasting models for Inventory management. • Budgeting models. • Real-estate Models. • 3-statement (P&L, balance sheet, and cash flow) models. • Project Financing Model(Solar, Wind Power, etc.) • Equity waterfalls (GP / LP, promotes, splits) and debt structures (senior and mezz debt). • Merger and LBO models. • Debt Service Coverage & Waterfall Model Your model will have the following functionalities (depending on the requirements related to the specific project):- - Completely Dynamic(that includes # of years, cost/revenue line items) - Assumptions based on an Extensive research - Scenario and Sensitivity analysis - Professionally formatted(including conditional formatting and uniform color coding) - Interactive and Dynamic charts - Checks to make sure everything is flowing correctly If you think my skills are a good match for your project or you need any further information about my capabilities, please, do not hesitate to contact me. I can also share with you a sample of my work to assure you of my skills. Kind Regards Muhammad Ashfaq
$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.
$15 hourly
James L.
- 5.0
- (1 job)
St. Petersburg, FL
Financial Plans
Estate Planning
Sales
Tax Theory
Direct Sales
Outbound Sales
Audio Transcription
Accounting Basics
Transcription Timestamping
Windows 7 Administration
Video Transcription
Financial Planning
Tax Strategy

I am a licensed Financial Planner looking for additional work on top of my duties working a corporate job for a financial services company. I’m looking for part time work for home. Sales, Financial Planning, Tax Planning, Estate Planning, Social Security Consultant. I’ll also work in a Transcribing role or Administrative role.
$60 hourly
Adunni A.
- 0.0
- (2 jobs)
Nashville, TN
Financial Plans
Writing
Personal Administration
Email Marketing
Data Entry
Analytics
Organize & Tag Files
Administrative Support
Office Administration
Accounting Basics
Virtual Assistance
Office & Work Space
General Office Skills

With over a decade of experience in virtual assistance, project management, and administrative support, I am dedicated to helping businesses streamline their operations and achieve their goals. My versatile skill set includes document preparation, file management, record-keeping, and strategic planning, making me an asset to teams seeking efficiency and reliability. Key Strengths: Proficient in a wide range of software tools for administrative and project management tasks. Strong organizational abilities and attention to detail, ensuring accuracy and timely delivery. Proven expertise in financial planning, budgeting, and business consulting to help clients optimize their processes. Exceptional communication and problem-solving skills with a proactive approach to challenges. With a fully equipped home office, a typing speed of 65 WPM, and a commitment to excellence, I am ready to contribute to your business success. Let’s work together to elevate your operations and help you focus on what you do best.
$167 hourly
Jackson L.
- 0.0
- (1 job)
Raleigh, NC
Financial Plans
Certified Tax Preparer
Tax Planning & Advisory
Taxes
Tax Preparation
Tax Strategy
Financial Management
Financial Consulting
Financial Planning

Financial Planner and Tax Preparer that focuses on helping families and small business owners. Areas of expertise include: - Emotional and Behavioral Finance - Small Business Finances - Budgeting & Cash Flow - Debt Management - Insurance - Investing - Taxes Ways to Contact Me: Email - jackson@lemonadestand.me Text - 919-355-8773
$60 hourly
Shamanth P.
- 0.0
- (0 jobs)
Richmond, ENGLAND
Financial Plans
Company Valuation
Forecasting
Personal Business Plan
Personal Budgeting
Personal Finance & Wealth Management
Personal Finance
Financial Risk
Financial Modeling
Financial Projection
Financial Analysis
Financial Planning
Financial Management
Financial Consulting
FinTech
Financial Analysis & Valuation

Financial Strategist: Financial Coaching, Financial Planning, and Fractional CFO Expertise I have over 18 years of finance experience working in investment banking, commercial banking, asset management, strategic consulting, retail to being CEO and Founder of successful start-ups. MBA Cambridge Univ., MSc Finance Bayes Business School, Diploma in Regulated Financial Planning My multi-faceted expertise allows me to empower clients with personalised coaching, detailed financial planning, and strategic oversight as a Fractional CFO. Are you looking for any of the following? - Looking for a personal finance advisor/planner - Retirement and financial plan review - Budgeting small business advice - Couples personal finance audit and coaching - Retirement planning and financial advice - Personal finance coaching and advice - Need a financial adviser or investment manager? - Personal Budgeting to get out of debt and maximize cash flow? - One-on-one financial planning Create Personal Financial Plan for Aging Family member Strengths: Financial Coaching: Personalised financial plans, debt reduction strategies, savings and investment optimisation, financial literacy. Outsource your household financial management and benefit from comprehensive review and tax-efficient strategies. Financial Planning: Retirement and estate planning, tax-efficient investments, risk mitigation and insurance/protection solutions, wealth growth Fractional CFO: Advanced financial analysis and forecasting, strategic planning and financial modeling, cash flow management and cost optimisation, due diligence, financial market expertise Strong communicator and motivational coach Deep understanding of personal finance and investment principles Projects: Managed the credit and operational risk function for a US $65bn global emerging markets fund independently and in collaboration with other departments. Supported the Head of Commodity Finance in managing new and existing clients, and worked alongside a team of 10. Underwrote 5 syndicated investments (RCFs) totalling USD $65mn Managed a portfolio of 30 financial institutions and government entities in the Middle East and North Africa, analysed and advised on a range of investments that included debt offerings (RCFs) foreign exchange trades, and trade finance valued between USD$10mn and $150mn Supported Commercial Lettings Agency with their 3-year financial projection and analysis, within a tight deadline. Led the cost reduction initiative within a challenger bank by identifying the right costs to remove through a deep dive analysis to ensure cost reduction measures were not destroying value. The initial outcome led to roughly a 20% cost savings with ongoing assessments to ensure sustainable savings. Education: Diploma in Regulated Financial Planning ( Chartered Insurance Insurance), UK MBA in General Management from Cambridge University, UK MSc. Finance from Bayes Business School, City University UK Director at St. James Place Wealth Management
$35 hourly
Darren G.
- 5.0
- (1 job)
Johannesburg, GP
Financial Plans
Religion
Theology
Wealth Management

Open minded, hard working, fun energetic and self taught individual. Love to learn new things from different fields to broaden my mental horizon.
$278 hourly
Laura W.
- 0.0
- (0 jobs)
Truro, NS
Financial Plans
Tax Planning & Advisory
Diversity & Inclusion
Portfolio Management
Insurance Consulting
Investment Strategy
Investment Portfolio Review
Certified Financial Planner
Financial Planning
Financial Analysis

On a mission to make financial planning more accessible and welcoming to Canadians by providing holistic and bespoke financial planning to clients. Focusing on defining substantial goals, uncovering true needs, and breaking down complex objectives into simple and easy to accomplish actions.
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