Related areas: Accounting, Central Banking and Treasury, Commercial Banking, Consumer Finance and Retail Banking, Corporate Finance, Financial Planning and Sales, Investment Banking, Investment Management, Pension and Insurance, Real Estate Sales and Development, Trading and Securities, Venture Capital and Private Equity
What is Financial Planning and Sales?
A financial planner or personal financial planner is a practicing professional who helps people to deal with various personal financial issues through proper planning, which includes but is not limited to these major areas: cash flow management, education planning, retirement planning, investment planning, risk management and insurance planning, tax planning, estate planning and business succession planning (for business owners). The work engaged in by this professional is commonly known as personal financial planning. In carrying out the planning function, he is guided by the financial planning process to create a detailed strategy tailored to a client's specific situation, for meeting a client's specific goals.
More at wikipedia »What are the Career Paths in Financial Planning and Sales?
Typical roles: Computer Programmers, General and Operations Managers, Management Analysts, Lawyers, Sales Managers, Computer and Information Systems Managers, Customer Service Representatives, Military Officer Special and Tactical Operations Leaders/Managers, All Other, Chief Executives, Marketing Managers
Typical tasks:
- Perform systems analysis and programming tasks to maintain and control the use of computer systems software as a systems programmer.
- Plan and direct activities such as sales promotions, coordinating with other department heads as required.
- Advise clients concerning business transactions, claim liability, advisability of prosecuting or defending lawsuits, or legal rights and obligations.
- Select jurors, argue motions, meet with judges and question witnesses during the course of a trial.
- Probate wills and represent and advise executors and administrators of estates.
- Prepare and review operational reports or project progress reports.
- Purchase necessary equipment.
- Refer unresolved customer grievances to designated departments for further investigation.
- Order tests that could determine the causes of product malfunctions.
- Review and analyze legislation, laws, and public policy, and recommend changes to promote and support interests of both the general population and special groups.
- Entry Level
- 1-3 Years
- 4-7 Years
- 8-12 Years
- 13-18 Years
- 19-25 Years
- 25+ Years
Getting In
- web application development
- knowledge management
- certified
- support
- financial services
- estate planning retirement planning business planning personal insurance education planning
Credentials
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- Working as General and Operations Managers, Computer Programmers, Sales Managers, Industrial Production Managers, Management Analysts in Financial Planning and Sales.
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Financial Planning and Sales