The Collar360

Financial planner

Other names

financial adviser, personal banker, independent financial adviser, financial planning practitioner, personal financial adviser, personal financial planner, wealth adviser

Banking, finance and investment

They talk with people about their money, study it, and suggest plans to help them reach their money goals.

TrainingA lot of trainingAn international estimate (O*NET, United States)LicenceSign in to seeWherebanks and insurance firms, financial advisory officesPaySign in to see
Compare

The work

The work

The tasks come from O*NET (United States) and ESCO (Europe), the world's two occupation databases. How the work is done can differ in Uganda; our team adds the local way where it does.

  1. 1

    Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan.

  2. 2

    Analyse financial information obtained from clients to determine strategies for meeting clients' financial objectives.

  3. 3

    Answer clients' questions about the purposes and details of financial plans and strategies.

See the whole career with a free account

Pay in Uganda, how to start, what the work uses, the jobs, where it can lead and every skill it needs.

Create a free accountLog in

Stories from the work

Share your story

No stories yet. Do you do this work? Share yours.

Sources

Built from 4 sources

Uganda labour market: UBOS (NLFS 2021, LMS 2025, UNHS, NHRS), ILOSTAT, NDP IV Human Resource Development Plan

Official record

Uganda Bureau of Statistics; International Labour Organization (ILOSTAT); National Planning Authority. Gathered by The Collar360.

UBOS and NPA publications (public); ILOSTAT CC BY 4.0

Open the source

ISCO-08, International Standard Classification of Occupations

International classification

ISCO-08 © International Labour Organization.

Free to use with attribution

Open the source

ESCO, European Skills, Competences, Qualifications and Occupations

International classification

This service uses the ESCO classification of the European Commission.

European Commission reuse policy (Decision 2011/833/EU): free reuse with attribution

Open the source

O*NET 31.0 Database

International classification

Includes information from the O*NET 31.0 Database by the U.S. Department of Labor, Employment and Training Administration (USDOL/ETA), used under the CC BY 4.0 licence. O*NET® is a trademark of USDOL/ETA.

CC BY 4.0

Open the source

In other languages

français
planificateur financier/planificatrice financière
español
planificador financiero/planificadora financiera
العربية
مخطط مالي / مخططة مالية
português
Consultor financeiro/Consultora financeira
Deutsch
Finanzplaner/Finanzplanerin
italiano
pianificatore finanziario

Report something wrong