Certified Financial Planner

3 weeks ago

Hyderabad, Telangana, India Invest Corners Full time

Role Overview:

The company is looking for a Certified Financial Planner (Freelancer) who not only has technical expertise in personal finance but can translate that knowledge into simple, engaging content for a wide audience. This role is part finance expert, part content creator, and part educator.

Key Responsibilities (What You'll Do):

  1. Create Financial Content:
  2. Write blog posts, articles, infographics, and even videos on topics like investments, retirement, insurance, taxes, etc.
  3. Simplify Complex Concepts:
  4. Break down topics like portfolio diversification or tax planning into simple language that a non-finance person can understand.
  5. Stay Updated:
  6. Regularly read up on financial news and trends to keep content fresh and accurate.
  7. SEO Optimization:
  8. Ensure content is written in a way that it ranks well on Google and attracts organic traffic.
  9. Plan & Schedule Content:
  10. Maintain a consistent publishing rhythm using a content calendar.
  11. Engage with Clients (Through Content):
  12. Answer client FAQs and address common concerns using content as a medium.
  13. Work With Teams:
  14. Collaborate with sales and marketing teams so your content aligns with the company's business goals.

Required Qualifications:

  • Must be a Certified Financial Planner (CFP)
  • Excellent in both verbal and written communication
  • Can explain difficult financial topics in simple, clear language
  • Strong in research and analysis
  • Genuinely passionate about improving financial literacy in others

Ideal for Someone Who:

  • Enjoys both finance and writing/education
  • Likes simplifying jargon for everyday people
  • Wants to use their CFP expertise in a creative, client-facing role
  • Is self-driven and organized with content planning

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