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Financial Planner

Financial Planners help individuals and families create comprehensive strategies for managing their money.

Typical pay
$92,000/yr
Education
Associate/Bachelor's (common) | Licensing for some roles (Series exams, etc.) | Certifi…
Outlook
Above Average

Why this matters in Business & Money

Finance keeps every business alive.

What you’d actually do

Assess clients' financial situations, develop comprehensive financial plans, recommend investment strategies, advise on insurance and retirement planning, review and update plans annually, educate clients on financial literacy, and monitor progress.

What can I do right now?

  • Investment clubs, DECA, Business competitions, Budgeting projects

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Is this career right for you?

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