Experienced Financial Strategist Wanted

4 days ago

Ellore, Andhra Pradesh, India beBeeFinancial Full time ₹ 20,00,000 - ₹ 25,00,000
Senior Financial Planner

We are seeking a dynamic and experienced Senior Certified Financial Planner to serve as a trusted advisor to our clients. In this role, you will leverage your financial planning expertise and relationship-building skills to design and implement tailored financial plans, manage client portfolios, and foster long-term client relationships.

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:
  • Design and implement tailored financial plans, manage client portfolios, and foster long-term client relationships.
  • Conduct in-depth financial assessments for clients, including cash flow analysis, investment planning, tax optimization, retirement planning, and estate planning.
  • Develop and present comprehensive financial plans tailored to clients' goals, risk tolerance, and financial circumstances.
  • Optimize portfolios for tax efficiency and long-term growth, adhering to SEBI guidelines.

In addition, you will lead the project of building a tech-first financial planning product that can be used by DIY users to curate their personalized financial plan.

Requirements
  • Bachelor's degree in Finance, Economics, Business Administration, or a related field.
  • Certified Financial Planner (CFP) certification from the Financial Planning Standards Board (FPSB) India or an equivalent recognized body.
  • Minimum of 5 years of total experience in financial planning and wealth management in India.

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