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. You should also stay-up-to-date on technology and be willing to continue to learn throughout your career. For example, some retirement planners are using artificial intelligence (AI)–driven financial portfolio management software (also known as robo advisory software) and other types of advanced AI to manage client portfolios, conduct research, or tackle office-related tasks.
- Accountants
- Assessors and Appraisers
- Auditors
- Budget Analysts
- Chief Information Officers
- Chief Restructuring Officers
- Commodities Brokers
- Compliance Managers
- Economists
- Financial Analysts
- Financial Consultants
- Financial Institution Officers and Managers
- Financial Institution Tellers, Clerks, and Related Workers
- Financial Planners
- Financial Quantitative Analysts
- Financial Services Brokers
- Investment Fund Managers
- Investment Professionals
- Investment Underwriters
- Loan Officers and Counselors
- Mutual Fund Portfolio Managers
- Regulatory Affairs Managers
- Regulatory Affairs Specialists
- Statisticians
- Tax Managers
