Financial Planner: What is the cost of hiring?

Why hire a Financial Planner?

Although most Financial Planners tend to work with individuals rather than businesses, a great Financial Planner hire can help your business:

• Determine financial goals
• Help to prepare and analyze personal and professional budgets that align with your financial goals
• Assist in determining which type of retirement accounts would most benefit you

Skills to look for in a great Financial Planner

A highly skilled Financial Planner candidate will have the following skills and attributes as well as work experience that reflects:

• Bachelor’s degree in finance or financial planning
• Certified in Financial Planning
• Series 65 certification
• Attention to detail
• Excellent customer service
• Take an individualized approach to each client

Writing a Financial Planner job description

A complete description is important for attracting a highly qualified Financial Planner candidate. A compelling job description for a Financial Planner includes a thorough summary of the role, a detailed list of duties and responsibilities, and the required and preferred skills for the position.

Consider including keywords that job seekers are using to search for Financial Planner jobs, such as:

• Financial Planner
• Wealth Management
• Financial Advisor

Interviewing Financial Planner candidates

Strong candidates for Financial Planner positions will be confident answering questions regarding:

• Investment and retirement products
• Reducing tax liabilities
• Rates of return for meeting financial goals

See our list of interview questions for more examples.