| Job Title |
Financial Planner |
| Job Description |
Develops And Implements Financial Plans For Individuals,
Businesses, And Organizations, Utilizing Knowledge Of Tax And
Investment Strategies, Securities, Insurance, Pension Plans, And
Real Estate: Interviews Client To Determine Client's Assets,
Liabilities, Cash Flow, Insurance Coverage, Tax Status, And
Financial Objectives. Analyzes Client's Financial Status,
Develops Financial Plan Based On Analysis Of Data, And Discusses
Financial Options With Client. Prepares And Submits Documents To
Implement Plan Selected By Client. Maintains Contact With Client
To Revise Plan Based On Modified Needs Of Client Or Changes In
Investment Market. May Refer Client To Other Establishments To
Obtain Services Outlined In Financial Plan. May Sell Insurance
To Client, Recommending Amount And Type Of Coverage [sales
Agent, Insurance (insurance) 250.257-010]. May Buy And Sell
Stocks And Bonds For Client [registered Representative
(financial) 250.257-018]. May Rent, Buy, And Sell Property For
Client [sales Agent, Real Estate (real Estate) 250.357-018]. May
Be Registered With Professional Self-regulatory Association And
Be Designated Certified Financial Planner (profess. & Kin.).
|
|
