Financial Planner

2 weeks ago

Vadodara, Gujarat, India Intraday Match Full time

Company Overview

A single globally-sourced trading platform with an associated suite of services that supports the entire global network. Intraday Match has 2-10 employees employees. Its website is www.intradaymatch.com. It has its headquarters in Vadodara. It belongs to the Investment Advice sector.

Job Overview

Financial Planner - Full-Time role based in Vadodara

Qualifications and Skills

  • Financial Planning
  • Retirement Planning
  • Insurance Planning
  • Estate Planning
  • Mutual Fund Planning
  • Education Planning
  • Investment Planning

Roles and Responsibilities

  • Develop personalized financial plans for clients based on their financial goals and risk tolerance.
  • Provide guidance on retirement planning, including investment strategies and income projections.
  • Evaluate and recommend insurance products to protect clients' assets and mitigate risks.
  • Assist clients in estate planning to ensure their assets are distributed according to their wishes.
  • Recommend and manage mutual fund investments based on clients' objectives.
  • Create education savings plans to help clients fund their children's higher education.
  • Monitor and adjust investment portfolios to align with changing market conditions and client needs.

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