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Financial Planner Job Description: Top Duties and Qualifications

Edited by Indeed Employer Content Team
Last updated November 6, 2025
Our mission

Indeed’s Employer Resource Library helps businesses grow and manage their workforce. With over 15,000 articles in 6 languages, we offer tactical advice, how-tos and best practices to help businesses hire and retain great employees.

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8 min read

A 3581140finance7.52financial advisor3.72financial analyst2.93financial planner1.94wealth management1.54466905203714000.0086733.57231000.00YEARLY14735742025-10-012025-10-312025-09-012025-09-302025-11-05Financial Planner, or Wealth Management Advisor, reviews a company’s or individual’s financial statements and finds any potential risks or opportunities for growth. Their main duties include developing strategies to help clients maintain their financial goals, analyzing company documents like expenses, liabilities and income and providing their guidance and expertise in insurance and investment planning.

3581140finance7.52financial advisor3.72financial analyst2.93financial planner1.94wealth management1.54466905203714000.0086733.57231000.00YEARLY14735742025-10-012025-10-312025-09-012025-09-302025-11-05Financial Planner duties and responsibilities

While a Financial Planner’s primary duty is to strategize ways to achieve the financial goals of their employer, several unique duties and responsibilities work together to accomplish that end. The most important duties and responsibilities necessary to excel at the position include:

  • Provide planning, advisement, insurance and investment services to clients to meet their vision
  • Analyze the company’s current financial status, going into enough detail to understand their specific needs
  • Work with a team of staff to keep track of records and file updates
  • Maintain working relationships with a variety of clients and/or departments, and keep them apprised of any financial developments
  • Act as a first-contact liaison to insurance providers and other financial professionals

Hire your next Financial Planner today.

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Financial Planner Job Description Examples

Example 1

FIRM Overview:

Clarke Financial Management (CFM) is a wealth management firm serving predominately high net worth individuals. We foster an inclusive environment that offers opportunities for our team members to learn, grow and enhance their skills to take on new challenges to progress in their professional careers.

WHAT WE ARE Looking FOR:

CFM is hiring an experienced Financial Planner to join our office in Virginia Beach, VA. As a Senior Financial Planner, you will collaborate with other members in the Financial Planning Department to provide financial planning, wealth management and investment advisory services. The Senior Financial Planner will join a team of dynamic, collaborative, and client-focused professionals who take pride on delivering massive value to the families the firm serves. Essential duties for this Senior Financial Planner role will include, but are not limited, to:

Developing customized and comprehensive personal and business financial plans.

Collecting data for financial planning via client questionnaire, clarifying and verifying client answers to questions and entering data into financial planning system.

Utilizing financial planning software to generate financial plans and reviewing them with Managing Partner.

Generating specific action plans for clients relative to specific recommendations made in their financial plan.

Creating, reviewing, and entering data into spreadsheets to analyze specific financial planning and/or business planning issues.

Working with the financial planning team to continually assess existing software to determine the need for changes and/or upgrades in order to maximize opportunities with clients and potential clients.

Teaching the nuances of the firm's culture and sales process as needed in all training sessions.

Assisting the Senior Leadership in the training of newly hired members in the planning department and as needed in other departments.

Performing other duties as assigned and required.

Qualifications/Experience:

7+ years experience as a Financial Planner or related capacity; client facing experience a plus.

4-year undergraduate degree required; preferably in a Business related major.

CFP Designation preferred or ability to obtain post hire.

Knowledge of financial planning software; proficiency in eMoney is preferred.

Strong computer skills, especially in Excel and/or programming skills a plus.

Good interpersonal skills with the ability to work well with others.

Ability to work independently.

Strong attention to detail and accuracy

Ability to organize and present data.

WHAT WE OFFER:

CFM offers a highly competitive salary and a suite of holistic benefits designed to help our team members balance their personal and professional life commitments.

Compensation: Base Salary - commensurate with experience starting at $50,000 with Bonuses.

Professional Development: 3 Year Training Program, Tuition Reimbursement, etc.

Benefits: Medical, Dental, Vision, Retirement Plan (401K), PTO, etc.

HOW DO YOU APPLY:

For immediate consideration, please submit your resume in MSWord or PDF format.

Job Type: Full-time

Pay: From $50,000.00 per year

Benefits:
  • 401(k)
  • Dental insurance
  • Health insurance
  • Health savings account
  • Life insurance
  • Paid time off
  • Professional development assistance
  • Retirement plan
  • Vision insurance
Physical setting:
  • Office
Schedule:
  • 8 hour shift
  • Monday to Friday
Supplemental pay types:
  • Bonus opportunities



Education:
  • Bachelor's (Required)

Experience:
  • Financial Services: 7 years Location: In person

Example 2

Job Title:Financial Advisor

Job Status:Full-time

FLSA Status:Exempt

Job Summary

The Financial Advisor is responsible for leading in the development of new client relationships and provide advisory services as the principal contact with existing clients. The Financial Advisor will review clients goals and objectives, formulate recommendations, and mentor Associate Wealth Advisors. The Financial Advisor will have a broad and deep understanding of wealth management practices and investment strategies.

Essential Duties and Responsibilities

  • Consult with current and prospective clients regarding financial planning and other financial services offered by the company
  • Develop a knowledge of client s entire financial and personal situation and be able to structure goals based investment and financial plan
  • Establish client investment objectives including risk tolerance, asset allocation, and cash requirements
  • Discuss investment performance, economic, and market trends on multiple levels to clients and key stakeholders
  • Manage the preparation of client financial plans and suitability reports
  • Establish internal relationships to help maintain business flow and meet agreed targets
  • Represent the organization by developing relationships within the industry and community
  • Ensure all business conducted complies with the laws and regulations set forth as well as ensure policies/procedures are followed in a responsible manner

Periodic Duties and Responsibilities

  • Be available for other projects as needed
  • Cross-train with other coworkers in order to backup responsibilities as needed

Supervisory Responsibilities

This position has no supervisory duties at this time.

Skills Required

Understanding the financial planning process and working within defined business processes to achieve agreed outcomes independently is required. Other proficient skills required include being detail oriented, accurate and effectively articulating ideas both orally and in writing.

Education/Experience

Bachelor s degree from four-year college or university and five years of experience in the financial services industry.

Certificates and Licenses

  • Series 7 and Series 66 licenses preferred

Securities offered through Registered Representatives of Cambridge Investment Research, Inc. a broker-dealer, member FINRA/SIPC. Advisory Services offered through Cambridge Investment Research Advisors, Inc a Registered Investment Advisor. Cambridge and Independence Capital Financial Partners, LLC are not affiliated.

Job Type: Full-time

Pay: $50,000.00 - $80,000.00 per year

Benefits:
  • 401(k)
  • Paid time off
Physical setting:
  • Office
Schedule:
  • Monday to Friday
Supplemental pay types:
  • Bonus pay

Ability to commute/relocate:
  • Lombard, IL 60148: Reliably commute or planning to relocate before starting work (Preferred)

License/Certification:
  • Series 7 Location: Hybrid remote in Lombard, IL 60148

Example 3

Financial Advisor

Northwestern Mutual Columbus is a full-service financial planning firm that provides personalized financial planning and investment advisory services to individuals and small to mid-sized companies. We are a team of professionals who are passionate about helping our clients achieve their financial goals. We are looking for a Financial Advisor to provide advice and guidance on investment and financial planning strategies.

Responsibilities

  • Provide advice and guidance on investment and financial planning strategies for clients in Columbus, OH area
  • Evaluate client financial status and determine need for wealth building strategies
  • Recommend appropriate wealth-building strategies, including investments, insurance, loans, or other financial products or services
  • Work with clients to develop financial goals, objectives, objectives, plans, and objectives for each client
  • Prepare recommendations based on client needs and goals
  • Serve as a liaison between client and internal teams to ensure smooth flow of recommendations and ongoing planning
  • Communicate with clients about their financial status, plans, objectives, risks, rewards of investments etc.
  • Prepare tax returns for individuals and corporations according to applicable laws
  • Keep track of client files and documentation in accordance with firm policies

Qualifications
Bachelor s degree in business or related field preferred; or equivalent combination of education & experience

Job Types: Contract, Full-time

Pay: $50,000.00 - $150,000.00 per year

Benefits:
  • Dental insurance
  • Employee assistance program
  • Flexible schedule
  • Health insurance
  • Life insurance
  • Professional development assistance
  • Referral program
  • Retirement plan
  • Tuition reimbursement
  • Vision insurance
Physical setting:
  • Office
Schedule:
  • Choose your own hours
  • Monday to Friday
Supplemental pay types:
  • Bonus opportunities
  • Commission pay
  • Signing Location: In person

Example 4

About the job

We are seeking a financial planner to join our firm. The ideal candidate must be a CFP or CPA preferably holding a Series 7 and 66 securities license. Such an individual will desire working in a team-oriented independent RIA firm; will have involvement in all aspects of the business, learning and shaping the way we care for our clients. Candidates that fit into our firm and culture will embrace technology, enjoy a collaborative environment, and hold high regard serving clients in a fiduciary capacity.

Responsibilities & Activities:
  • Involvement in all aspects of pre-client meeting activities such as preparation of meeting agendas, client paperwork, asset allocations as well as post-client meeting tasks such as developing meeting notes, performing financial situation analyses, and coordinating planning implementation with outside professionals if necessary
  • Interact with clients in-person and over the phone professionally and respectfully
  • Prepares reports for client review meetings
  • Administrative support

Desired Skills and Responsibilities:
  • Must be a CFP or CPA. A strong knowledge of tax and estate planning is helpful.
  • FINRA Series 7 & 66 licenses is a plus, or will sit for it immediately
  • Excellent computer or spreadsheet skills
  • Good problem solving and analytical skills
  • Mature presence
  • Strong verbal and written communication skills
  • Capacity to work in a collaborative environment

Perks:
  • 30-40 hours a week
  • Salary commensurate with experience and licensing
  • Mentorship and Learning Opportunities
  • Straightforward, professional, and enjoyable work environment

Job Type: Full-time

Pay: $60,172.63 - $72,465.96 per year

Benefits:
  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Life insurance
  • Paid time off
  • Referral program
  • Retirement plan
  • Vision insurance
Schedule:
  • Monday to Friday



Experience:
  • Financial planning: 3 years (Required)

License/Certification:
  • CFP (Required)
  • FINRA License Location: In person

Example 5

People are our business. Our clients families and futures are the focus of all our personalized wealth management solutions at Tri-Star. We believe everyone deserves to move their financial life forward, make well-informed decisions, and fulfill their financial vision.

We continue to see tremendous growth in our client base and a rapidly growing demand for our services! Are you ready to join our caring team of professionals so we can help more clients every day?

Why Tri-Star?
  • We invest in genuine relationships, both inside and outside our firm you ll quickly notice what makes our people special.
  • We act in good faith and hold ourselves to a higher fiduciary standard.
  • We adhere to a Higher Purpose that is a driving force in our culture: Building caring, genuine relationships that strengthen families and transform communities.
  • Tri-Star has proudly given back an average of 10% of our earnings annually as grants/donations to the communities we serve.
  • We currently serve over 1,100 relationships and manage over $2.2 billion in client assets while maintaining 98% client retention.
  • Please visit our website at [website] to learn more.

Responsibilities of this position:
  • Lead clients in the creation of financial plans and financial strategies
  • Help clients reach their unique financial goals
  • Counsel and educate clients and the Tri-Star team on personal financial matters
  • Organize a written, comprehensive financial plan into a clear, concise, and compelling presentation
  • Communicate the plan/strategies in person, on Teams/Zoom, or via phone
  • Work with your Tri-Star team to implement the plan
  • Research new laws, financial opportunities, and solutions
  • Master the financial planning software and supporting systems

Qualifications:
  • CFP , CPA, or similar designation
  • 3+ years of financial planning or 5+ years of accounting, tax, or estate planning experience
  • 2+ years of experience in a client advisory role
  • Understanding of the financial markets and tax laws
  • Ability to effectively explain complex financial concepts
  • Experience in eMoney a plus
  • Basic knowledge of PowerPoint & Excel

Perks & Benefits:

We value each team member and their contribution to Tri-Star s success, so we invest in your career and your future through a comprehensive benefits package, including:
  • Competitive salary based on experience
  • Annual bonus program available for achieving personal goals and corporate goals
  • Paid professional dues (CFP , CPA, etc.)
  • 401k with employer match
  • Health, dental, vision, and life insurance
  • Flexible Spending Account for healthcare and childcare
  • Paid PTO days and holidays
  • Paid parental leave
  • Referral Program

About Tri-Star:

Founded in 2000, we are a Michigan state-chartered bank with locations in Saginaw, Midland, Frankenmuth, and Lansing. We manage over $2.2 billion in client assets, serving over 1,100 relationships while maintaining 98% client retention.

We'd love to speak with you more about this exciting opportunity!

Job Type: Full-time

Benefits:
  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Employee discount
  • Flexible schedule
  • Flexible spending account
  • Health insurance
  • Life insurance
  • Paid time off
  • Parental leave
  • Professional development assistance
  • Referral program
  • Retirement plan
  • Vision insurance
Physical setting:
  • Office
Schedule:
  • 8 hour shift
  • Monday to Friday
Supplemental pay types:
  • Bonus pay

Experience:
  • Financial planning: 3 years (Required)
  • Accounting, Tax, or Estate Planning: 5 years (Preferred)

License/Certification:
  • CFP (Preferred)
  • CPA Location: Multiple Locations

Example 6

Please apply using this link:
[website]

As a Financial Planner with Scheduling Institute, you'll assist clients in executing tailored strategies that will help them achieve their unique financial goals and increase their net worth. Our team has a deep commitment to the long-term success of our clients. With an emphasis on collaboration and teamwork, we teach unique solutions that fit the distinct needs of our clients.

Responsibilities:

Ability to deliver a full day of private financial planning expertise to clients, either individuals or couples, using the Scheduling Institute methodology and strategies on net worth.

Responsible for proactive face-to-face communication and relationship building with clients, centers of influence, and prospects for clients.

Prepare comprehensive financial plans, including data gathering, analyzing financial conditions, and developing recommendations for high net worth clients.

Research and analyze investments, strategies, and market conditions and provide sound financial advice based on findings.

Strong knowledge in the areas of financial planning, asset allocation investment strategies and account administration.

Aptitude for applying financial planning knowledge in real-life situations.

Responsible for satisfaction and retention of the organization's high net worth clients.

Participate in client meetings when appropriate and executive client requests.

Grow and develop client base through client referrals and outside sales.

Assist with the compilation of detailed financial reports using calculations, data, and other client-approved information.

Content creation for use by other planners, the CEO and for events.

Provide insight to other team members when issues with client requests arise.

Requirements:

Bachelor's degree or higher

3+ years of client facing financial planning experience required

3+ years of financial planning experience managing a high net worth client base.

Experience in executing and integrating the key elements of the wealth planning process including cash flow analysis, investment strategies, retirement planning, income protection, asset protection, and tax strategies

CFP required.

Series 7 & 63 are preferred.

Ability to meet with clients on weekdays as well as weekends (Saturday and Sunday).

Willing to travel up to 50%, primarily between Atlanta, GA and Phoenix, AZ.

Strong organizational skills, multitasking, accuracy, and meticulous adherence to details

Ability to perform research and compile reports through forecasting and data analysis

Strong working knowledge of Microsoft Outlook, Word, Excel and PowerPoint

Netsuite experience preferred.

Have an active personal credit card for travel.

A mode of transportation to get you to and from the airport or any client meetings.

Punctual and dependable.

Must live in or be willing to relocate to Atlanta, GA and live within 50 miles of an international airport.

Great people skills, including the ability to work in a diverse and entrepreneurial environment.

Emotional maturity, self-confidence, accountable, and humble.

Ability to work in a flexible and entrepreneurial environment with a positive, can-do attitude.

Compensation:

Competitive annual salary

Delivery incentives

Sales commission on any Scheduling Institute products and services sold

Comprehensive benefit package:

o Medical (employer subsidized), dental and vision insurance

o 3% match on 401k up to 6%

o PTO

o Paid holidays

o ESOP eligibility

Perks:

Flexible and comfortable office environment.

All travel points/miles (hotel, flight, rental car, etc.) that you earn are yours to keep.

Annual wardrobe stipend.

Only applications submitted via the below link will be considered!
[website]

Job Types: Full-time, Part-time

Pay: $50,000.00 - $100,000.00 per year

Benefits:
  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Employee assistance program
  • Flexible schedule
  • Flexible spending account
  • Health insurance
  • Health savings account
  • Paid time off
  • Retirement plan
  • Vision insurance
Physical Setting:
  • Office
Schedule:
  • Weekend availability
Supplemental Pay:
  • Commission pay

Education:
  • Bachelor's (Required)

Experience:
  • Financial planning: 3 years (Required)

License/Certification:
  • CFP (Required)

Willingness to travel:
  • 50% Location: Multiple Locations

Example 7

Please apply using this link:
[website]

As a Financial Planner with Scheduling Institute, you'll assist clients in executing tailored strategies that will help them achieve their unique financial goals and increase their net worth. Our team has a deep commitment to the long-term success of our clients. With an emphasis on collaboration and teamwork, we teach unique solutions that fit the distinct needs of our clients.

Responsibilities:

Ability to deliver a full day of private financial planning expertise to clients, either individuals or couples, using the Scheduling Institute methodology and strategies on net worth.

Responsible for proactive face-to-face communication and relationship building with clients, centers of influence, and prospects for clients.

Prepare comprehensive financial plans, including data gathering, analyzing financial conditions, and developing recommendations for high net worth clients.

Research and analyze investments, strategies, and market conditions and provide sound financial advice based on findings.

Strong knowledge in the areas of financial planning, asset allocation investment strategies and account administration.

Aptitude for applying financial planning knowledge in real-life situations.

Responsible for satisfaction and retention of the organization's high net worth clients.

Participate in client meetings when appropriate and executive client requests.

Grow and develop client base through client referrals and outside sales.

Assist with the compilation of detailed financial reports using calculations, data, and other client-approved information.

Content creation for use by other planners, the CEO and for events.

Provide insight to other team members when issues with client requests arise.

Requirements:

Bachelor's degree or higher

3+ years of client facing financial planning experience required

3+ years of financial planning experience managing a high net worth client base.

Experience in executing and integrating the key elements of the wealth planning process including cash flow analysis, investment strategies, retirement planning, income protection, asset protection, and tax strategies

CFP required.

Series 7 & 63 are preferred.

Ability to meet with clients on weekdays as well as weekends (Saturday and Sunday).

Willing to travel up to 50%, primarily between Atlanta, GA and Phoenix, AZ.

Strong organizational skills, multitasking, accuracy, and meticulous adherence to details

Ability to perform research and compile reports through forecasting and data analysis

Strong working knowledge of Microsoft Outlook, Word, Excel and PowerPoint

Netsuite experience preferred.

Have an active personal credit card for travel.

A mode of transportation to get you to and from the airport or any client meetings.

Punctual and dependable.

Must live in or be willing to relocate to Atlanta, GA and live within 50 miles of an international airport.

Great people skills, including the ability to work in a diverse and entrepreneurial environment.

Emotional maturity, self-confidence, accountable, and humble.

Ability to work in a flexible and entrepreneurial environment with a positive, can-do attitude.

Compensation:

Competitive annual salary

Delivery incentives

Sales commission on any Scheduling Institute products and services sold

Comprehensive benefit package:

o Medical (employer subsidized), dental and vision insurance

o 3% match on 401k up to 6%

o PTO

o Paid holidays

o ESOP eligibility

Perks:

Flexible and comfortable office environment.

All travel points/miles (hotel, flight, rental car, etc.) that you earn are yours to keep.

Annual wardrobe stipend.

Only applications submitted via the below link will be considered!
[website]

Job Types: Full-time, Part-time

Pay: $50,000.00 - $100,000.00 per year

Benefits:
  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Employee assistance program
  • Flexible schedule
  • Flexible spending account
  • Health insurance
  • Health savings account
  • Paid time off
  • Retirement plan
  • Vision insurance
Physical Setting:
  • Office
Schedule:
  • Weekend availability
Supplemental Pay:
  • Commission pay

Education:
  • Bachelor's (Required)

Experience:
  • Financial planning: 3 years (Required)

License/Certification:
  • CFP (Required)

Willingness to travel:
  • 50% Location: Multiple Locations
Our mission

Indeed’s Employer Resource Library helps businesses grow and manage their workforce. With over 15,000 articles in 6 languages, we offer tactical advice, how-tos and best practices to help businesses hire and retain great employees.

Read our editorial guidelines
Job Description Best Practices
Optimize your new and existing job descriptions to reach more candidates
Get the Guide

What does a 3581140finance7.52financial advisor3.72financial analyst2.93financial planner1.94wealth management1.54466905203714000.0086733.57231000.00YEARLY14735742025-10-012025-10-312025-09-012025-09-302025-11-05Financial Planner do?

Financial Planners work either directly for a business or as an independent contractor for organizations or individuals, developing detailed strategies to help them meet their financial goals. They’ll evaluate their clients’ current financial materials and will build a logical and beneficial plan and budget to improve their financial status.

Financial Planners typically develop financial reports and strategies and present these plans to clients or executives. They’re also responsible for staying updated on current regulations, economic changes and other factors that may affect individuals or businesses financially.

Financial Planner skills and qualifications

To meet these responsibilities, a 3581140finance7.52financial advisor3.72financial analyst2.93financial planner1.94wealth management1.54466905203714000.0086733.57231000.00YEARLY14735742025-10-012025-10-312025-09-012025-09-302025-11-05Financial Planner must have several skills and qualifications to perform the most basic tasks of the job. Analytical skills and financial know-how are essential to be a successful Financial Planner. Here are the most important skills and qualifications for a Financial Planner to have:

  • A 3581140finance7.52financial advisor3.72financial analyst2.93financial planner1.94wealth management1.54466905203714000.0086733.57231000.00YEARLY14735742025-10-012025-10-312025-09-012025-09-302025-11-05Financial Planner needs strong data analysis skills effectively develop strategies for that business to meet their financial goals.
  • An advanced understanding of economics is necessary for a Financial Planner to understand and predict the market to have a greater likelihood of accomplishing company goals.
  • As with any job that provides a service, Financial Planners need to excel at both written and verbal communication.
  • Almost all aspects of professional finance are regulated, so Financial Planners need to be familiar with the law if they want to successful.

3581140finance7.52financial advisor3.72financial analyst2.93financial planner1.94wealth management1.54466905203714000.0086733.57231000.00YEARLY14735742025-10-012025-10-312025-09-012025-09-302025-11-05Financial Planner salary expectations

Financial Planners make an average of $60,107 per year. Salary may depend on level of experience, education and the geographical location.

Financial Planner education and training requirements

There are several education and training requirements for a 3581140finance7.52financial advisor3.72financial analyst2.93financial planner1.94wealth management1.54466905203714000.0086733.57231000.00YEARLY14735742025-10-012025-10-312025-09-012025-09-302025-11-05Financial Planner. At the most basic level, a bachelor’s degree in finance is required. For Financial Planners to get the best positions, however, they need to be registered as fiduciaries, or financial experts legally required to act in the best interest of their client. Additionally, being a Certified 3581140finance7.52financial advisor3.72financial analyst2.93financial planner1.94wealth management1.54466905203714000.0086733.57231000.00YEARLY14735742025-10-012025-10-312025-09-012025-09-302025-11-05Financial Planner is helpful, as it confirms expertise in a wide variety of financial subjects.

3581140finance7.52financial advisor3.72financial analyst2.93financial planner1.94wealth management1.54466905203714000.0086733.57231000.00YEARLY14735742025-10-012025-10-312025-09-012025-09-302025-11-05Financial Planner experience requirements

A Financial Planner needs extensive experience to obtain more lucrative positions. Most positions require at least three years of experience, but higher-level positions can require up to 10 years. Financial Planners should generally be experienced in a wide variety of areas, including taxes, estate planning and insurance.

Job description samples for similar positions

If this 3581140finance7.52financial advisor3.72financial analyst2.93financial planner1.94wealth management1.54466905203714000.0086733.57231000.00YEARLY14735742025-10-012025-10-312025-09-012025-09-302025-11-05Financial Planner job description sample doesn’t quite fit the role you need at your business, consider looking at other options. Here are some related job description samples that may be a better fit:

Job Description Best Practices
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Get the Guide

Frequently asked questions about Financial Planners

Three individuals are sitting at a table with a laptop, a disposable coffee cup, notebooks, and a phone visible. Two are facing each other, while the third’s back is to the camera. The setting appears to be a bright room with large windows.

Hire your next Financial Planner today.

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