Presentation is loading. Please wait.

Presentation is loading. Please wait.

Financial Planner By Cece Guajardo. Job Description Prepares financial and business related analysis and research. Implement financial planning recommendations.

Similar presentations


Presentation on theme: "Financial Planner By Cece Guajardo. Job Description Prepares financial and business related analysis and research. Implement financial planning recommendations."— Presentation transcript:

1 Financial Planner By Cece Guajardo

2 Job Description Prepares financial and business related analysis and research. Implement financial planning recommendations. Determine clients' current income, expenses, insurance coverage, tax status, financial objectives. Use mathematic to review financial strategies. Open accounts for clients and disburse funds according to financial goals.

3 Work Environment finance and insurance industry self-employed meet with clients in the evenings or on weekends.

4 Salary The average is 67,520 The highest is 187,199 The lowest is 32,280 May have Bonus

5 Hours of Work Full time 40 hours a week

6 Education/Training Complete college or university –level coursework Bachelor Degree or higher

7 Interesting facts/information A little tiring Financial planners charge in different ways(ex: hourly, flat fee, commission etc.)

8 All pictures from Clip Art Information from: http://www.americasjobexchange.com/financial -planner-job-description http://www.americasjobexchange.com/financial -planner-job-description http://careers.stateuniversity.com/pages/211/Fin ancial-Planner.html http://www.ehow.com/about_6395079_job- description-financial-planner.html


Download ppt "Financial Planner By Cece Guajardo. Job Description Prepares financial and business related analysis and research. Implement financial planning recommendations."

Similar presentations


Ads by Google