Seeking Experienced Financial Planner/Investment Adviser

2 days ago

Bengaluru, Karnataka, India beBeeFinancial Full time ₹ 15,00,000 - ₹ 25,00,000
Job Description

We are seeking an experienced and skilled Financial Planner/Investment Adviser to join our team. As a key member of our organization, you will be responsible for helping individuals and families achieve their short-term and long-term financial objectives.

As a Financial Planner/Investment Adviser, you will work closely with clients to understand their financial circumstances and develop personalized financial plans tailored to their needs. Your responsibilities will include:

  • Determining client expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.
  • Providing expert financial advice and guidance to clients on various financial topics, including investment planning, cash management, and tax planning.
  • Analyzing financial data received from clients to develop strategies for meeting their financial goals.
  • Preparing or interpreting financial document summaries, investment performance reports, and income projections for clients.
  • Implementing financial plans and making recommendations for changes as needed.
Required Skills & Qualifications

To be successful in this role, you will need to possess the following skills and qualifications:

  • A graduate or post-graduate degree in commerce with CFP, CWM, and NISM XA, XB certifications.
  • A minimum of 4-5 years of experience in comprehensive financial planning and investment management.
  • Expert knowledge of multiple asset classes and financial products, including tax and investment planning.
  • Excellent communication and interpersonal skills, with the ability to work effectively with clients and colleagues.
What We Offer

In return for your expertise and dedication, we offer a competitive compensation package, including:

  • A comprehensive benefits program, including health insurance, retirement savings, and paid time off.
  • The opportunity to work with a dynamic and growing organization that values innovation and excellence.
  • A collaborative and supportive work environment that encourages professional growth and development.

Please note that candidates with backgrounds primarily in investment banking, equity research, or corporate finance are not suited for this position.

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