Financial Planner Job Description Template

Financial Planner Job Description Template

Financial Planner Job Description TemplateFinancial Planner Job Description

This Financial Planner job description template is optimized for posting on online job platforms or careers pages. It can be easily modified for your organization.

Financial Planner responsibilities include:

  • Create solid financial strategies to ensure that clients achieve their objectives.

  • Provide guidance to clients on current financial issues and make suggestions.

  • Develop new commercial and interpersonal relationships.

Job Brief

We seek a Financial Planner to assist clients in managing their finances. You will be a trusted advisor to our clients in investments, financial flow, savings, and debt management.

Our financial planner must be a skilled communicator with experience in financial planning and business development. We’d like to meet you if you’re analytical, meticulous, and customer-oriented.

Your objective will ensure clients reach their financial objectives by making prudent and profitable decisions.


  • Analyze clients’ financial situations (such as income, expenses, and liabilities).

  • Analyze and recommend financial opportunities (such as insurance policies and investments).

  • Create effective plans and budgets for clients.

  • Adapt financial plans to the changing requirements of clients.

  • Assist clients in carrying out their strategies and transactions.

  • Promote and sell appropriate financial goods and services.

  • Identify and approach prospective customers.

  • Develop solid relationships to retain current clients.

  • Maintain current knowledge of financial regulations, practices, and products.

Requirements and Skills

  • Proven experience as a financial planner or comparable capacity; sales or customer service experience is a plus.

  • Capability to analyze financial data and adhere to regulations

  • Knowledge of Microsoft Office and CRM systems

  • Detail orientation and solid math abilities

  • Strong morals and a customer-centric attitude

  • Excellent communication skills and the capacity to foster lasting relationships

  • Valid professional license (Series 7 & 66, for example)

  • BSc/BA in accounting, finance, business administration, or related field; professional certification (e.g., CFP) preferred.

Salary Range

The average monthly salary for Financial Planner jobs in Malaysia ranges from RM 3,550 to RM 6,050.

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Anisa is a writer who focuses on career and lifestyle topics in an effort to motivate both job searchers and employers towards greater fulfillment in their professional lives.

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