Senior Financial Advisor

15 hours ago


Bhavnagar, Gujarat, India beBeeFinancial Full time ₹ 1,50,00,000 - ₹ 2,00,00,000

We are seeking an experienced Senior Financial Advisor to provide expert guidance to our valued clients. This dynamic role requires a deep understanding of the Indian financial market, regulatory environment, and client needs.

The ideal candidate will have a proven track record in wealth management advisory, with strong relationship-building skills and expertise in financial planning tools and software.

Key Responsibilities:

  • Build and maintain long-lasting relationships with high-net-worth clients, acting as their primary point of contact for all financial matters.
  • Conduct thorough 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.

Requirements:

  • 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.
  • Demonstrated success in managing high-net-worth client relationships and growing assets under management (AUM).


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