Senior Certified Financial Planner

4 weeks ago

delhi, India Seven Full time
Job Title: Senior Certified Financial Planner
Location: Bangalore, Karnataka, India
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 short-term and long-term 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 decision-making.
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 cutting-edge solutions.
Collaborate with cross-functional 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 base.
Qualifications:
Certified Financial Planner (CFP) designation required.
Bachelor'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.
Customer-centric 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.
Detail-oriented 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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