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Last updated Apr 09 2025
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Financial Planner Reviews
What is it like working as a Financial Planner?
October 2015
Financial Planning.
Financial Planner:
Pros: Flexibility.
Earning potential.
Client interactions.
Cons: Inconsistent Income.
August 2015
Financial Planner:
Pros: Analyzing the statements.
April 2014
Financial Planner:
Pros: The satisfaction of helping clients meet their goals and better their position or even just advising what their position is. The analytic side of things is interesting as well.
Cons: Lack of resources as times makes it stressful.
April 2014
Self employed contract financial planner for an Independent.
Financial Planner:
Pros: Flexibility and freedom.
Cons: Commission only work.
December 2013
Achieving Financial Success Through Planning.
Financial Planner:
Continuing education, there are so many products. Understanding values of each person and providing the solution that will fit that need/gap. Anyone can sell funds, products, -- what does it do for you, or the next generation, etc.
December 2013
Helping you achieve financial success.
Financial Planner:
Become a sponge and ask lots of questions. Focus on learning.
November 2013
Taught students Payroll and Accounting Skills
Financial Planner:
My advice for a new financial planner would be, get prepared academically, enjoy financial numbers, and be enthusiastic for helping community for their financial needs!
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