Senior Financial Planner

2 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.- Please deliver exceptional customer service by quickly addressing clients' questions, 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 user experience, and service offerings.

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.

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