Skill/Specialty | Number of People | 0 | 1.7 | 3.4 | 5.1 |
|---|---|---|---|---|---|
| Financial Analysis | 5 | ||||
| Investment Management | 3 | ||||
| Financial Applications | 3 | ||||
| Microsoft Office | 3 | ||||
| Morningstar Principia | 2 | ||||
| Investment Planning | 2 | ||||
| Team Leadership | 2 | ||||
 Country: United States | Updated: 4 Feb 2012 | Individuals Reporting: 26 | |||||
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Financial Planner
Job Description
People with the job title Financial Planner typically fall into one of the following PayScale standard occupations.
Advise clients on financial plans utilizing knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate. Duties include assessing clients' assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives to establish investment strategies.
Buy and sell securities in investment and trading firms and develop and implement financial plans for individuals, businesses, and organizations.
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More Charts for
Job: Financial Planner
Related Charts for Job: Financial Planner
Most Popular Most Popular Skills for
Job: Financial Planner
Median Popular Tallies Charts
- Financial Analysis
- Investment Management
- Financial Applications
- Microsoft Office
- Morningstar Principia
- Investment Planning
- Team Leadership
Most Popular Most Popular Benefits for
Job: Financial Planner
Median Popular Tallies Charts
- 401(k)
- Paid Holidays / Vacation
- Life Insurance/Disability
- Paid Sick Leave
- Education/Training/Tuition/Certification Reimbursement
- Free Drinks/Coke/Juice/Water
- Casual Dress/Atmosphere
Most Popular Most Popular Cities for
Job: Financial Planner
Median Popular Tallies Charts
- New York, New York
- Houston, Texas
- San Diego, California
- Atlanta, Georgia
- Minneapolis, Minnesota
- San Francisco, California
- Secaucus, New Jersey
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