How to Hire a Financial Planner

Does your growing business need a financial planner? Financial planners help you determine the best path for reaching your financial goals pertaining investments, retirement, debt reduction, and tax liabilities.

Here are some tips to help you find great financial planner candidates and make the right hire for your business.

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Financial Planners search for Jobs on Indeed*

24,134

job seekers clicked on financial planner jobs

306,011

resumes from job seekers with banking & finance experience on Indeed

47%

of clicks came from mobile devices

Salary Information

  • Common wage in US: $18.40 hourly
  • Typical wages range from $7.00$85.00 hourly
  • Find more information on Indeed Salary
Common
$7.00
$85.00

*Indeed data (US) – Jan 2019

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.

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