Strategic Financial Advisor
2 weeks ago
We are seeking a highly skilled Strategic Financial Advisor to join our team at Puneet Pande. As a key member of our organization, you will be responsible for building strong relationships with clients and providing expert financial guidance to help them achieve their goals.
About the RoleThe ideal candidate will have a Graduate degree in any discipline with a CFP (Certified Financial Planner) qualification. You will possess excellent communication skills in English, both written and verbal, and be proficient in MS Office. Comfort with technology is also essential for this role.
Key Responsibilities:- Collect and analyze client data to determine their needs, goals, and expectations.
- Evaluate and analyze the client's current financial position to provide personalized recommendations.
- Presentation of financial analysis to clients and implementation of recommended strategies.
- Regular monitoring and tracking of client financial goals and performance.
- Discuss transactions with clients and execute online transactions through our secure platform.
- Review client portfolios quarterly and prepare insurance quotes as needed.
Please note that salary may vary based on location and experience. Our organization offers a competitive compensation package to attract top talent.
BenefitsAt Puneet Pande, we value our employees and offer a range of benefits to support their growth and well-being. These include opportunities for professional development, a collaborative work environment, and a comprehensive compensation package.
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