Financial Planner
SOC 13-2052.00 · ESCO 2412 · OSCA 222311
Role snapshot
Overview
Meets with individuals and families to assess their income, goals, and risk tolerance, then builds personalised strategies for saving, investing, retirement, and estate planning. This role involves deep client consultation, financial analysis, and ongoing portfolio management to help clients achieve their long-term financial objectives.
Helps individuals and families achieve their financial goals, secure their future, and navigate complex financial decisions, leading to greater financial well-being and peace of mind.
On the job
- Conduct client interviews to understand their financial situation, goals, and risk tolerance.
- Develop comprehensive financial plans covering investments, retirement, insurance, and estate planning.
- Monitor market trends and client portfolios, making adjustments and rebalancing as needed.
- Educate clients on financial products, strategies, and economic factors relevant to their plans.
- Collaborate with other professionals like attorneys and accountants to ensure holistic client solutions.
Tools & technology
Average salary
Job outlook
GrowingJob growth is expected to be above average over the next five years.
Education & training
Bachelor's degree in finance, economics, business, or a related field; professional certifications like CFP® are highly valued.
Career pathways
WHERE YOU COULD GO
CURRENT ROLE
Financial Planner
Finance & Investment
ADJACENT MOVES
STARTING POINTS
Who thrives here
Interest profile
enterprising · ECS
Individuals who enjoy influencing others, systematic analysis, and providing service and guidance to clients typically thrive in this role.
Personality characteristics
Thorough
Highly organized and disciplined in managing client portfolios, adhering to regulatory standards, and ensuring accuracy in financial plans.
Engaging
Comfortable building rapport with diverse clients, actively listening to their needs, and presenting complex financial information clearly and persuasively.
Supportive
Patient and empathetic in understanding client needs, guiding them through sensitive financial decisions, and building long-term trust.
Resilient
Maintains composure and provides steady guidance during market fluctuations, client anxieties, or challenging financial situations.
Strategic
Enjoys delving into data, assessing risks, and developing logical, forward-looking financial strategies to meet client objectives.
Best for
- People who are driven to help others achieve financial security and growth.
- Professionals who enjoy combining analytical skills with strong interpersonal communication.
- Individuals who thrive in a structured environment but also require strategic thinking and problem-solving.
Watch out for
- Requires continuous learning and adaptation to market changes and regulatory updates.
- Managing client expectations and emotions during volatile market conditions can be demanding.
A week in the life
A representative working week for a Financial Planner — where the deep work, meetings, and admin actually land.
FREE ASSESSMENT
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