Principal Financial Strategist

1 week ago

Thāne, Maharashtra, India beBeeFinancial Full time ₹ 1,50,00,000 - ₹ 2,50,00,000
Senior Financial Advisor Role

We are seeking a seasoned Senior Certified Financial Planner (CFP) with a strong background in relationship management to serve as a trusted advisor to our clients. This dual role requires leveraging financial planning expertise and relationship-building skills to design and implement tailored financial plans, manage client portfolios, and foster long-term client relationships.

Key Responsibilities:
  • Build and maintain strong, trust-based relationships with affluent/high-net-worth clients as their primary point of contact for all financial matters.
  • Proactively engage with clients to understand evolving needs, address concerns, and provide personalized advice.
  • Identify opportunities to deepen client relationships, cross-sell services, and generate referrals to grow the firm's client base.
Financial Planning Expertise:
  • Conduct in-depth financial assessments including cash flow analysis, investment planning, tax optimization, retirement planning, and estate planning.
  • Develop and present comprehensive financial plans tailored to clients' goals, risk tolerance, and financial circumstances.
  • Monitor and review financial plans regularly, adjusting strategies as needed based on market conditions, life events, or regulatory changes.
  • Optimize portfolios for tax efficiency and long-term growth adhering to relevant industry guidelines.
Business Development Opportunities:
  • Leverage existing networks and relationship-building skills to acquire new clients and expand the firm's assets under management (AUM).
  • Represent the firm at industry events, seminars, and networking opportunities to enhance brand visibility and attract prospective clients.

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