Financial Planning Specialist

1 day ago

Ajmer, Rajasthan, India beBeeInvestor Full time ₹ 40,00,000 - ₹ 80,00,000
Job Title: Financial Planning Specialist

We are seeking an experienced Certified Financial Planner 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:
  • Build and maintain strong relationships with affluent clients, acting as their primary point of contact for all financial matters.
  • Proactively engage with clients to understand their evolving needs, address concerns, and provide personalized advice.
  • Identify opportunities to deepen client relationships and generate referrals to grow the firm's client base.
  • Financial Planning:
  • Conduct comprehensive financial assessments for clients, including cash flow analysis, investment planning, tax optimization, retirement planning, and estate planning.
  • Develop and present tailored financial plans based on clients' goals, risk tolerance, and financial circumstances.
  • Monitor and review financial plans regularly, adjusting strategies as needed based on market conditions or life events.
  • Optimize portfolios for tax efficiency and long-term growth, adhering to relevant regulations.
  • Leverage industry knowledge to build a tech-first financial planning product for DIY users.
  • Business Development:
  • Leverage professional networks and relationship-building skills to acquire new clients and expand the firm's assets under management.
  • Represent the firm at industry events and seminars to enhance brand visibility and attract prospective clients.

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