Financial Planning Expert

1 week ago


Gurgaon, Haryana, India GlassBridge Consulting Full time

**Company Overview:** GlassBridge Consulting is a leading financial advisory firm that empowers individuals to achieve their financial goals. We are seeking an experienced Financial Planning Expert to join our team.

**Salary:** ₹2,500,000 - ₹5,000,000 per annum, depending on experience.

**Job Description:**

We are looking for a skilled and motivated individual to work as a Senior Wealth Management Professional. The successful candidate will be responsible for scheduling appointments with clients, conducting meetings to gather financial information, and developing comprehensive financial plans.

The ideal candidate will have strong interpersonal and communication skills, the ability to build and maintain relationships with clients, and good knowledge of financial planning principles, investment products, and income tax regulations.

**Key Responsibilities:**

  • Scheduling appointments with clients and conducting meetings to gather financial information.
  • Developing and presenting comprehensive financial plans, including retirement planning, investment strategies, and risk management.
  • Assessing clients' financial health by analysing data (income, expenses, investments, etc.).
  • Providing risk management advice by helping clients identify potential risks and suggest insurance products or policy adjustments.

**Required Skills and Qualifications:**

  • Strong interpersonal and communication skills.
  • Ability to build and maintain relationships with clients.
  • Good knowledge of financial planning principles, investment products, and income tax regulations.

**Benefits:**

  • Be your own boss.
  • Unlimited earning capacity.
  • Productivity-linked commission.
  • Flexible work-life balance.
  • Access to diverse products.
  • Learning from experienced leaders.
  • Recognition for outstanding performance.

**Others:**

This is an exciting opportunity for individuals looking for high earning capacity and flexible work arrangements. If you are a motivated and experienced professional, please apply for this role.



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