Financial Planner

personal financial advisors

budget analysts

financial managers

tradejobsworkforce

other financial investment activities management scientific and technical consulting services

Fresno, CA

April 1st, 2026

Financial Planner Job Duties: Provide financial planning and investment advisory services. Research and present investment strategies. Develop and execute retirement planning. Implement risk management and tax planning strategies. Coordinate estate planning. Manage client relationships. Identify and cultivate new clients. Develop and grow a book of business. Open, transfer, and manage client accounts. Prepare financial policy and procedure documentation. Identify financial process improvement. Generate and process paper and electronic documents.

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