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 or with self-employed planners.
This job will require you to be in constant contact with your customers. You will need excellent communication skills, you must be comfortable dealing with all kinds of people. The most successful planner is highly ethical and able to express and deliver a sense of expertise and professionalism to his or her clients. Other important traits include good research, time-management, and organizational skills.
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