Cfp

5 months ago

Majura Gate Surat Gujarat, India Torin Wealth Management Full time

**Key Responsibilities**:

- Conduct comprehensive financial assessments for clients, including analyzing their financial situation, risk tolerance, and goals.
- Develop and implement personalized financial plans that encompass investments, insurance, retirement planning, tax strategies, and estate planning.
- Monitor client portfolios and financial plans, making adjustments as necessary to ensure alignment with changing life circumstances and market conditions.
- Provide expert advice on asset allocation, investment strategies, and risk management.
- Prepare detailed financial reports and presentations for clients and internal stakeholders.
- Stay updated with the latest financial planning strategies, regulations, and industry trends.
- Conduct regular review meetings with clients to discuss their financial progress and address any concerns.
- Collaborate with the wealth management team to deliver integrated financial solutions.
- Maintain thorough and accurate client records and documentation.

**Qualifications**:

- Certified Financial Planner (CFP) designation is required.
- Bachelor’s degree in Finance, Economics, Business Administration, or a related field.
- Proven experience in financial planning, investment management, and client advisory.
- Strong analytical skills with the ability to develop comprehensive financial plans.
- Excellent communication and interpersonal skills.
- In-depth knowledge of financial planning software and tools.
- Proficiency in Microsoft Office Suite.
- High level of integrity, professionalism, and attention to detail.
- Ability to build and maintain long-term client relationships.
- Strong understanding of financial markets, tax laws, and regulatory requirements.

**Job Types**: Full-time, Permanent

Pay: ₹9,263.31 - ₹74,974.71 per month

**Benefits**:

- Cell phone reimbursement

Schedule:

- Day shift

Supplemental pay types:

- Performance bonus

Ability to commute/relocate:

- Majura Gate, Surat, Gujarat: Reliably commute or planning to relocate before starting work (preferred)

**Education**:

- Bachelor's (preferred)

**Experience**:

- total work: 1 year (required)

License/Certification:

- CFP (required)

Work Location: In person

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