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Pathway: Accounting, Banking & Finance
Job: Financial Planner
Job Description
Financial planners generally assess the financial needs of individuals and provide them with a wide range of options. Some of the issues they address are retirement planning, estate planning, tax issues, funding for college, and general investment options.
Necessary Education
High School Diploma. Bachelor’s Degree is strongly preferred. Courses in investments, taxes, estate planning, and risk management are also helpful.
Helpful High School Courses
Mathematics, English, Business, Computer Applications
Working Conditions
Usually work indoors in safe, comfortable offices or their own homes
- Typical day consists of phone calls, meetings and research
- May work long hours, evenings and weekends at times
- May travel frequently to visit companies and talk to potential investors
Salary Range
- 2003, Delaware average annual salary,
$59,040
- 2003, Delaware average hourly wages,
$28.38
Career Ladder Information
- Many financial planners enter the field after working in a related occupation
- Often paid a bonus or commission in addition to their salary
- Most advance by accumulating clients and managing more assets
- Certification can enhance professional standing and is strongly recommended by many financial companies
Personal Qualities and Interests
You:
- Have mathematical, computer, analytical and problem-solving skills
- Have strong interpersonal skills and sales ability
- Are self confident, mature, and able to work independently
- Enjoy the challenge of helping firms or people make financial decisions
Did you know?
- Finding clients and building a customer base is one of the most important parts of a financial planner’s job
- Most planners offer advice on a wide range of topics, while some specialize in areas such as estate planning or risk management
Additional Information
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