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. 

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.


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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