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Financial Planner

Job Summary

Responsible for helping individuals and companies individuals examine their immediate and long-term financial situations to appropriate use their savings, income, and make investments. Analyze financial situations to determine risk, reward, and opportunity.

Primary responsibilities

  • Prepares financial and business related analysis and research.
  • Draft consolidated forecasts and budgets and analyzes trends in revenue, expense, capital expenditures and other related areas.
  • Develop financial review templates and meetings.
  • Devise debt liquidation plans that include payoff priorities and timelines.
  • Explain to clients the details of financial assistance available to college and university students, such as loans, grants, and scholarships.
  • Implement financial planning recommendations.
  • Determine clients' current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information needed to develop a financial plan.
  • Monitor market trends.
  • Make recommendations in areas such as areas as cash management, insurance coverage, and investment planning.
  • Sell financial products.
  • Review clients' accounts and plans regularly to determine life changes that would affect financial strategy.
  • Collect information from students to determine their eligibility for specific financial aid programs.
  • Convene with clients' other advisors, including attorneys, accountants, trust officers, and investment bankers, to fully understand clients' financial goals and circumstances.
  • Open accounts for clients and disburse funds according to financial goals.

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