Financial Planner

Financial Planners work either directly for a business or as an independent contractor for organizations or individuals, developing detailed strategies to help theUpgrade to see actual infoet their financial goals. They’ll evaluate their clients’ current financial materials and will build a logical and beneficial plan and budget to improve their financial status.

Financial Planners typically develop financial reports and strategies and present these plans to clients or executives. They’re also responsible for staying updated on current regulations, economic changes and other factors that may affect individuals or businesses financially.

A Financial Planner needs extensive experience to obtain more lucrative positions. Most positions require at least three years of experience, but higher-level positions can require up to 10 years. Financial Planners should generally be experienced in a wide variety of areas, including taxes, estate planning and insurance.