A Financial Planner, or Wealth Management Advisor, reviews a company’s or individual’s financial statements and finds any potential risks or opportunities for growth. Their main duties include developing strategies to help clients maintain their financial goals, analyzing company documents like expenses, liabilities and income and providing their guidance and expertise in insurance and investment planning.
Financial Planner은 다양한 업무 및 책임을 이행할 수 있어야 합니다. 다음은 Financial Planner이 실행할 수 있어야 하는 몇 가지 업무 및 책임입니다.
- Provide planning, advisement, insurance and investment services to clients to meet their vision
- Analyze the company’s current financial status, going into enough detail to understand their specific needs
- Work with a team of staff to keep track of records and file updates
- Maintain working relationships with a variety of clients and/or departments, and keep them apprised of any financial developments
경쟁력 있는 Financial Planner은 다음을 포함한 특정 기술과 자격을 갖추고 있습니다.
- A Financial Planner needs strong data analysis skills effectively develop strategies for that business to meet their financial goals.
- An advanced understanding of economics is necessary for a Financial Planner to understand and predict the market to have a greater likelihood of accomplishing company goals.
- As with any job that provides a service, Financial Planners need to excel at both written and verbal communication.
- Almost all aspects of professional finance are regulated, so Financial Planners need to be familiar with the law if they want to successful.
