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.
A Financial Planner 應該能夠履行各種職責和責任。以下是 Financial Planner 應該能夠執行的一些職責和責任：
- 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
有競爭力的Financial Planner將擁有一定的技能和資格，包括：
- 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.
