Senior Financial Advisor

7 days ago

mumbai, India beBeeRetirement Full time

Financial Planning SpecialistThis comprehensive role involves creating personalized financial plans, analyzing client portfolios, and providing recommendations on retirement planning. The specialist will collaborate with senior financial planners and coordinate with clients to gather necessary financial information and offer insights to aid them in achieving their financial goals.Create comprehensive financial plans tailored to individual client needs.Analyze client portfolios to identify areas for improvement and growth.Support personal financial planning strategies and provide recommendations on retirement planning.Collaborate with senior financial planners to ensure effective implementation of financial plans.Coordinate with clients to gather necessary financial information and offer insights to aid them in achieving their financial goals.Required Skills and QualificationsStrong knowledge of financial planning and personal financial planning.Understanding of retirement planning strategies.Certified Financial Planner (CFP) certification is preferred.Proficiency in finance-related concepts and tools.Excellent communication and organizational skills.Ability to work collaboratively in a team-oriented environment.Bachelor's degree in Finance, Economics, or a related field.Knowledge of financial regulatory compliance is beneficial.

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