What if a Financial Plannerss wants to work as a freelancer. What options are there?

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by Satender
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RE: What if a Financial Plannerss wants to work as a freelancer. What options are there?

Vaibhav Bhutra
Vaibhav Bhutra
Verified Career Expert
Career Counselor/ Director at Educomp Vidyamandir Classes
  • Surat
Financial Planners


Greetings of the day !!!

Financial Planners are the one who help/Provides services to his/her client to effectively plan the finances as per the need.

Financial Planners are in huge demand today due to the lot of complicated products available in market as well as the need to secure one future by having proper plan of finances.

Financial Planners is one job which provide an individual with lot of options to work as a freelancers since its a profession which does allows you to work on your terms, A financial planners has lot of flexibility to work due to following factor a financial planner can work as freelancer and be successful

Knowledge Industry : A successful financial planner is known for his advice which is based on his expertise and thus there is no limitation of work

Relation based : The industry of Financial market work on relationship and thus normally clients work with individuals rather than companies

No Regulations : There are very few regulations associated with Financial Planners and thus there are no limitation to have licences and other membership like in other industry

Time flexibility : There are no fixed time for a financial planner and thus this brings a lot of advantage to work as a freelancer.

Looking at above features it is quite obvious that for a financial planner are the best to work as a freelancer moreover there are lot of advantage to work as free lancer and thus lot of people prefer to work as free lancer.

I hope your query is resolved.

Wish you all the best!!!

Do write in case of any query

RE: What if a Financial Plannerss wants to work as a freelancer. What options are there?

Nidhi Arora
Nidhi Arora
Verified Career Expert
Career Counselor at
  • Gurgaon

A financial advisor needs to possess excellent understanding of stock market performances, insurance sector, banking and other related fields. As a financial advisor, you can either work with a company or become a private consultant. In either case, a bachelor’s degree in any finance field and relevant certification is mandatory.

You’ve thought about what you want to freelance in, you’ve got a couple of useful email addresses and you’ve even bought yourself some sweatpants that will look great with your slippers. So you’re ready to dump that job and get cracking on your first assignment, right?


One of the biggest misconceptions about freelancing is that you sit at home and work comes to you. When the reality is you have to fight for it, and fight hard.

There are many options if you want to shift your career from financial advisor to freelancer. :-

Travel writer, English teacher, graphic designer, author, musician, blogger.

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