Leading Financial Planner

2 weeks ago

Mumbai, Maharashtra, India beBeeFinancial Full time ₹ 1,20,00,000 - ₹ 2,00,00,000

Transform Your Career with a Trusted Financial Advisor Role

We are seeking a seasoned Certified Financial Planner (CFP) to serve as a trusted advisor to our clients.

The ideal candidate will have a deep understanding of the Indian financial market, regulatory environment, and client needs, ensuring that our clients receive holistic and goal-oriented financial advice.

Key responsibilities include building and maintaining strong relationships with affluent/high-net-worth clients, providing personalized advice, and identifying opportunities to deepen client relationships and grow the firm's client base.

The successful candidate will be responsible for conducting in-depth financial assessments, developing and presenting comprehensive financial plans, and monitoring and reviewing financial plans regularly.

Additionally, they will leverage their networks and relationship-building skills to acquire new clients and expand the firm's assets under management (AUM).

Key Qualifications:

  • Expertise in Indian financial markets and regulations
  • Strong communication and interpersonal skills
  • Ability to build and maintain long-term relationships
  • Proven track record of delivering high-quality financial advice

What We Offer:

  • A dynamic and supportive work environment
  • Opportunities for professional growth and development
  • A competitive compensation package
  • A collaborative team culture

About Us:

We are a leading fintech platform transforming the way new-age Indians manage their finances. By leveraging technology, we offer smarter, faster, and more convenient financial solutions.

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