A Wealth Planner is a professional who provides advice and guidance to individuals, businesses, or organizations regarding financial matters. Their job description typically includes:

Actively looks out for potential clients, understand their financial goals and assist in creating strategies to achieve them Coaches people about building funds for education, retirement, medium to long term goals and legacy planning Identifies a person’s financial risks and provide solution-based recommendations Educates people about investments, personal finance, insurance, and other financial instruments Conducts financial seminars Provides great customer service