Financial Planner

Salary Range for Financial Planner in Accounting Tax Preparation Bookkeeping and Payroll Services

The salary range for a Financial Planner in Accounting Tax Preparation Bookkeeping and Payroll Services typically falls between $60,000 to $100,000 per year.

Sample Job Description for Financial Planner in Accounting Tax Preparation Bookkeeping and Payroll Services Industry

Job Objective:

A Financial Planner Working In Accounting Tax Preparation Bookkeeping And Payroll Services Is Responsible For Developing And Implementing Financial Plans For Clients. They Analyze Financial Data And Provide Guidance On Investment Opportunities, Tax Strategies, And Retirement Planning.

Job Requirements:

1. Bachelor'S Degree In Finance, Accounting, Economics, Or Related Field. 2. Certified Financial Planner (Cfp) Designation Preferred. 3. Strong Analytical And Problem-Solving Skills. 4. Excellent Communication And Interpersonal Skills. 5. Knowledge Of Investment Products And Services. 6. Familiarity With Tax Laws And Regulations. 7. Ability To Work Independently And As Part Of A Team. 8. Attention To Detail And Accuracy. 9. Proficient In Microsoft Office And Financial Planning Software. 10. Strong Ethical Standards And Integrity.

Job Responsibilities:

1. Meet With Clients To Determine Financial Goals And Objectives. 2. Analyze Financial Data And Develop Comprehensive Financial Plans. 3. Provide Guidance On Investment Opportunities And Portfolio Management. 4. Advise Clients On Tax Strategies And Retirement Planning. 5. Monitor And Review Client Accounts To Ensure Financial Goals Are Met. 6. Stay Up-To-Date On Industry Trends And Changes In Tax Laws And Regulations. 7. Collaborate With Other Financial Professionals, Such As Accountants And Attorneys, To Provide Comprehensive Financial Advice. 8. Educate Clients On Financial Planning And Investment Strategies. 9. Develop And Maintain Strong Client Relationships. 10. Ensure Compliance With Industry Regulations And Ethical Standards.

Top 10 Employers for Financial Planner in Accounting Tax Preparation Bookkeeping and Payroll Services:

1. Deloitte - New York, NY - https://www2.deloitte.com/us/en.html 2. EY - London, UK - https://www.ey.com/ 3. PricewaterhouseCoopers (PwC) - London, UK - https://www.pwc.com/ 4. KPMG - Amstelveen, Netherlands - https://home.kpmg/nl/en/home.html 5. Grant Thornton - Chicago, IL - https://www.grantthornton.com/ 6. RSM - Chicago, IL - https://www.rsmus.com/ 7. BDO - Chicago, IL - https://www.bdo.com/ 8. Crowe - Chicago, IL - https://www.crowe.com/ 9. Baker Tilly - Chicago, IL - https://www.bakertilly.com/ 10. Moss Adams - Seattle, WA - https://www.mossadams.com/

Career Path for Financial Planner in Accounting Tax Preparation Bookkeeping and Payroll Services:

1. Financial Analyst - 2-3 years 2. Financial Advisor - 3-5 years 3. Senior Financial Advisor - 5-7 years 4. Financial Planner - 7-10 years

Top 5 Countries by Financial Planner in Accounting Tax Preparation Bookkeeping and Payroll Services:

1. United States 2. Canada 3. United Kingdom 4. Australia 5. Germany

Top 5 Countries with Established Accounting Tax Preparation Bookkeeping and Payroll Services:

1. United States 2. United Kingdom 3. Canada 4. Australia 5. Netherlands