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Financial Planner Career Center

Help individuals and business make smart investments.

Financial planners help individuals and businesses make smart investments with their money. The job duties of a financial planner include giving advice on retirement and estate planning along with college funds, and investments.

There are different types of financial planners including; financial analysts and financial advisors. Financial analysts often work for banks, insurance companies, securities firms, and other businesses. They assess the performance of companies. Financial advisors aid individuals with their short and long term goals.

Financial Planner Facts and Stats:

Financial Planner Job Duties:
Financial planners stay current on high return investments to share with their clients. Clients are often individuals or businesses. Financial planners may work on their own or through a company giving advise on both short term and long term financial goals.

Financial Planner Work Environment:
Financial planners typically work in office buildings. Many are self-employed and may work out of their homes. Financial planners tend to work long hours and may have critical deadlines.

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Financial Planner Education and Training:
Becoming a financial analyst requires a Bachelor's degree. In most cases financial advisors also have a 4-year degree. Many also earn a Master's degree, certifications, and may be licensed through FINRA (Financial Industry Regulatory Authority).

Become a Financial Planner
College for Financial Planning
Test Prep: Financial Exam Zone

Financial Planner Salaries:
According to the Occupational Employment Statistics survey program, financial planners (both advisors and analysts) earn approximately $66,000. The middle 50% earn between $44,130 and $114,260.

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