Wealth Strategist

12 hours ago

Belgaum, Karnataka, India beBeeFinancial Full time ₹ 12,00,000 - ₹ 15,00,000
Job Title: Wealth Strategist

We are seeking an experienced and skilled wealth strategist to understand and address clients' financial needs and goals, developing personalized wealth management strategies, and providing guidance on investment solutions.

The ideal candidate will have strong financial planning and estate planning skills, with a Certified Financial Planner (CFP) designation. They will also possess excellent interpersonal and communication skills, with the ability to work independently and as part of a team.

  • Daily Tasks:

  • Financial Planning and Analysis

  • Estate Planning and Strategy Development

  • Investment Management and Portfolio Optimization

  • Client Satisfaction Maintenance through Dedicated Service

Required Skills and Qualifications:
  • Qualifications:

  • Bachelor's degree in Finance, Economics, Business, or a related field

  • Certified Financial Planner (CFP) designation

  • Experience in client-focused roles and wealth management

Benefits:
  • Key Principles:

  • Collaborative Team Approach

  • Transparency and Open Communication

  • High Client Focus and Satisfaction

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