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Financial Planners

Experience, Skills, and Personality Traits

Students should obtain as much experience in the field as possible by participating in summer internships, co-ops, and part-time jobs at financial planning firms.

Successful financial planners should enjoy helping others plan their financial futures. They need excellent communication skills in order to explain often-complicated financial products to clients. They should be good listeners in order to be able to clearly understand and implement their clients' financial goals. Other important traits include self-motivation, a willingness to work long hours when necessary, honesty and strong ethics, a willingness to continue to learn throughout their careers, strong sales and marketing skills, and comprehensive knowledge about the world of finance.

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