Financial Planner

2 weeks ago

Bengaluru, Karnataka, India Seven Full time
Senior Certified Financial Planner

Roles & Responsibility:

  • Engage with customers to understand their financial objectives, risk tolerance, and investment preferences.
  • Conduct comprehensive financial assessments to analyze clients' current financial status and develop personalized financial plans.
  • Collaborate with customers to set shortterm and longterm financial goals and develop strategies to achieve them.
  • Provide expert advice on investment options, asset allocation, retirement planning, tax planning, and estate planning.
  • Educate clients on financial concepts, investment products, and market trends to enable informed decisionmaking.
  • Monitor clients' investment portfolios and recommend adjustments based on changes in their financial circumstances or market conditions.
  • Proactively identify opportunities to optimize clients' financial plans and enhance their wealth accumulation strategies.
  • Deliver exceptional customer service by promptly addressing clients' inquiries, concerns, and financial planning needs.
  • Stay updated on industry regulations, market developments, and best practices in financial planning to ensure compliance and deliver cuttingedge solutions.
  • Collaborate with crossfunctional teams to enhance platform features, user experience, and service offerings.
  • Utilize product and management experience to drive the development and implementation of financial planning tools and services, ensuring they meet client needs and improve overall efficiency.
  • Apply entrepreneurial skills to innovate and grow the financial planning practice, identifying new business opportunities and driving initiatives to expand the client Certified Financial Planner (CFP) designation required.
  • Bachelor's / master's degree in finance, economics, or related field preferred.
  • Proven experience in financial planning, wealth management, or investment advisory roles.
  • Strong understanding of financial principles, investment products, and tax regulations.
  • Excellent communication skills with the ability to articulate complex financial concepts in a clear and concise manner.
  • Customercentric approach with a passion for helping individuals achieve their financial goals.
  • Analytical mindset with the ability to perform financial analysis and develop strategic recommendations.
  • Proficiency in financial planning software and Microsoft Office Suite.
  • Detailoriented with strong organizational skills and the ability to manage multiple priorities effectively.
  • Ethical conduct and commitment to maintaining client confidentiality.
  • Product and management experience along with entrepreneurial skills to drive business growth and innovation.
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