How to write a Financial Planner job description

Your job description is the first touchpoint between your company and your new hire. With millions of people searching for jobs on Indeed each month, a great job description can help you attract the most qualified candidates to your open position. To get you started, here are some tips for creating an effective job description.

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Financial Planner job title

A great job title typically includes a general term, level of experience and any special requirements. The general term will optimize your job title to show up in a general search for jobs of the same nature. The level of experience will help you attract the most qualified applicants by outlining the amount of responsibility and prior knowledge required. And if your position is specialized, consider including the specialization in the job title as well. But avoid using internal titles, abbreviations or acronyms to make sure people understand what your job posting is before clicking.

Examples of Financial Planner job titles

    Financial Planner
    Senior Financial Planner
    Certified Financial Planner
    Financial Planner (Part-Time)
    Wealth Management Advisor

Financial Planner job summary

A great job description starts with a compelling summary of the position and its role within your company. Your summary should provide an overview of your company and expectations for the position. Outline the types of activities and responsibilities required for the job so job seekers can determine if they are qualified, or if the job is a good fit.

Example of a Financial Planner job summary

Our financial advisory group is growing quickly. As such, we are currently seeking an experienced Financial Planner to manage our new clients. The ideal candidate for this position is a certified professional who has experience providing sound financial advice to a wide range of individuals. The successful applicant will join an experienced team that provides strategic advice to clients about debt management, cash management, investments and insurance. We offer a competitive salary and generous paid time off.

Financial Planner responsibilities and duties

The responsibilities and duties section is the most important part of the job description. Here you should outline the functions this position will perform on a regular basis, how the job functions within the organization and who the job reports to.

Examples of Financial Planner responsibilities

    Execute the vision of the company by providing financial planning, insurance and investment services to clients
    Assess client’s overall financial picture, and understand their needs to devise an appropriate financial plan
    Work with support staff to establish client records and update their files
    Maintain ongoing relationships with clients, keeping them updated about any changes affecting their finances
    Act as liaison to insurance providers and other financial professionals

Financial Planner qualifications and skills

Next, outline the required and preferred skills for your position. This may include education, previous job experience, certifications and technical skills. You may also include soft skills and personality traits that you envision for a successful hire. While it may be tempting to include a long list of skills and requirements, including too many could dissuade qualified candidates from applying. Keep your list of qualifications concise, but provide enough detail with relevant keywords and terms.

Examples of Financial Planner skills

    Bachelor’s Degree in Finance, Accounting or related field
    3+ years’ experience in a financial planning role
    Strong ability to analyze market’s financial data and provide adequate financial advice
    Exceptional communication, presentation and negotiation skills
    Proficiency with Microsoft Office and accounting software

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