Financial Planner

By Cece Guajardo

Job Description•Prepares financial and business related

analysis and research.• Implement financial planning

recommendations.•Determine clients' current income,

expenses, insurance coverage, tax status, financial objectives.

•Use mathematic to review financial strategies.

•Open accounts for clients and disburse funds according to financial goals.

Work Environment

•finance and insurance industry •self-employed •meet with clients in the evenings or on weekends.

Salary

•The average is 67,520•The highest is 187,199•The lowest is 32,280•May have Bonus

Hours of Work

•Full time •40 hours a week

Education/Training

•Complete college or university –level coursework

•Bachelor Degree or higher

Interesting facts/information

•A little tiring •Financial planners charge in different ways(ex: hourly, flat fee, commission etc.)

All pictures from Clip ArtInformation from:

http://www.americasjobexchange.com/financial-planner-job-description

http://careers.stateuniversity.com/pages/211/Financial-Planner.htmlhttp://www.ehow.com/about_6395079_job-description-financial-planner.html