Roles and Skills
ECLARO delivers top talent for a variety of Financial Planner roles, tailored to meet different client needs, skills, and levels of experience and expertise. Although the specifics and titles may vary for each organization, our experienced recruiters have a track record of success in helping organizations hire at all levels
Junior Financial Planners
Assist in client consultations, develop basic financial plans, and support senior planners in managing client portfolios.
Mid-Level Financial Planner
Manage client relationships, develop and implement comprehensive financial plans, and provide advice on investments, insurance, and retirement planning.
Senior Financial Planner
Lead financial planning strategies, manage high-net-worth client portfolios, and provide mentorship to junior planners.
Key skills
- Financial analysis and forecasting (budgets, cash flow projections, scenario modeling)
- Investment portfolio management and asset allocation strategies
- Client relationship management and communication skills
- Proficiency with financial planning software and tools (MoneyGuidePro, eMoney, Bloomberg Terminal)
- Knowledge of tax optimization strategies and retirement planning regulations
- Strong attention to detail and analytical problem-solving ability
- Regulatory compliance expertise (FINRA, SEC, CFPA standards)
Frequently asked questions
What does a Financial Planner do on a daily basis?
Financial Planners analyze clients' financial situations, income, assets, and goals to develop customized planning strategies. Day-to-day work includes building financial projections, researching investment options, preparing comprehensive financial plans, meeting with clients to discuss recommendations, monitoring existing portfolios, and ensuring compliance with regulatory standards. They balance client relationship management with analytical work and may spend time on continuing education to stay current with tax laws and market conditions.
What certifications or qualifications should Financial Planners have?
Most employers prefer or require the CFP (Certified Financial Planner) certification, which requires passing the CFP exam, meeting education and experience requirements, and adhering to ethical standards. Many also hold the CFA (Chartered Financial Analyst), Series 7, or Series 65 licenses. A bachelor's degree in finance, accounting, economics, or business is typical. Some candidates may also pursue the CPA credential for tax planning specialization. ECLARO works with candidates at all experience levels, from those obtaining their first certification to seasoned planners with 10+ years of experience.
How does ECLARO help companies hire Financial Planners?
ECLARO specializes in connecting staffing needs with qualified financial professionals. We handle recruitment, vetting, and onboarding, allowing your team to focus on business growth. Whether you need a full-time permanent hire, a contractor for a specific project, or temporary coverage during busy seasons, ECLARO matches candidates whose skills and experience align with your requirements. Our consultants understand the financial services industry and can identify candidates with the right certifications, technical skills, and client service orientation for your firm.
What size firms typically hire Financial Planners?
Financial Planners are hired across the entire spectrum—from large wealth management firms and banks to mid-size independent advisory practices and boutique RIAs (Registered Investment Advisors). Solo practitioners and smaller firms often use contract or part-time planners, while larger institutions may hire teams. The role's importance spans all organization sizes, as every firm managing client assets needs skilled professionals to develop comprehensive financial strategies.
Ways to hire through ECLARO
ECLARO can fill this role through contract or contract-to-hire staffing, direct placement, an Employer of Record (EOR), recruitment process outsourcing (RPO), or a dedicated offshore team in the Philippines (ECAPTIVE).