Market evidence report — financial-planner

Source: 53 real job ads (JSearch API, countries: us 53), extracted into the MSSQL evidence store; as of 2026-07-11. This report contains extracted, aggregated facts only — no ad text is reproduced (copyright / platform terms).

Seniority distribution

Seniority	Ads	Share
mid	34	64 %
senior	10	19 %
n/a	5	9 %
junior	4	8 %

Tools — full market ranking

#	Item	Ads	Share
1	eMoney	7	13 %
2	Microsoft Excel	6	11 %
3	CRM systems	3	6 %
4	Microsoft Word	3	6 %
5	Schwab	3	6 %

Hard skills — full market ranking

#	Item	Ads	Share
1	financial planning	36	68 %
2	retirement planning	20	38 %
3	estate planning	13	25 %
4	business development	11	21 %
5	relationship management	8	15 %
6	risk management	8	15 %
7	wealth management	7	13 %
8	investment management	6	11 %
9	tax planning	6	11 %
10	client relationship building	5	9 %
11	investment strategy	5	9 %
12	portfolio management	5	9 %
13	relationship building	5	9 %
14	asset allocation	4	8 %
15	client acquisition	4	8 %
16	client relationship management	4	8 %
17	data analysis	4	8 %
18	financial advising	4	8 %
19	sales	4	8 %
20	tax analysis	4	8 %
21	client servicing	3	6 %
22	insurance sales	3	6 %
23	investment analysis	3	6 %
24	needs analysis	3	6 %
25	portfolio review	3	6 %

Methods — full market ranking

#	Item	Ads	Share

Responsibilities — full market ranking

#	Item	Ads	Share
1	client communication	8	15 %
2	business development	5	9 %
3	client engagement	4	8 %
4	client meetings	4	8 %
5	client relationship management	4	8 %
6	financial plan creation	4	8 %
7	client education	3	6 %
8	client relationship development	3	6 %
9	client relationship maintenance	3	6 %
10	financial plan building	3	6 %
11	financial plan development	3	6 %
12	financial plan preparation	3	6 %
13	relationship building	3	6 %
14	strategy development	3	6 %

Regional breakdown

Corpus note: 53 relevant ads in total — below the 100-ad target for a fully reliable ranking. Percentages above should be read as indicative.

US (us)

53 ads.

Top hard skills:

financial planning — 68 % (36 ads)
retirement planning — 38 % (20 ads)
estate planning — 25 % (13 ads)
business development — 21 % (11 ads)
relationship management — 15 % (8 ads)
risk management — 15 % (8 ads)
wealth management — 13 % (7 ads)
investment management — 11 % (6 ads)
tax planning — 11 % (6 ads)
client relationship building — 9 % (5 ads)

Top tools:

eMoney — 13 % (7 ads)
Microsoft Excel — 11 % (6 ads)
CRM systems — 6 % (3 ads)
Microsoft Word — 6 % (3 ads)
Schwab — 6 % (3 ads)
Fidelity — 4 % (2 ads)
financial planning software — 4 % (2 ads)
Microsoft Office — 4 % (2 ads)
Microsoft Outlook — 4 % (2 ads)
Prudential platform — 4 % (2 ads)

Seniority: mid 64 % · senior 19 % · n/a 9 % · junior 8 %

UK (gb)

Insufficient evidence — 0 ads (minimum for a regional ranking: 30). No ranking is reported for this region.

EU/DACH (de, at, ch, nl)