Chief Financial Planning Strategist

1 month ago


Bengaluru, Karnataka, India Entellus & Co Full time

A pivotal role at Entellus & Co, this position calls for a seasoned finance professional to oversee the planning and implementation of clients' financial strategies. As a Chief Financial Planning Strategist, you will be responsible for providing expert guidance on investments, tax optimization, and retirement planning.

Key Responsibilities:
  • Financial Analysis: Conduct in-depth analysis of clients' financial situations to identify areas for improvement and develop tailored solutions.
  • Investment Strategy: Design and implement investment plans that align with clients' goals and risk tolerance.
  • Tax Optimization: Identify opportunities for tax savings and develop strategies to minimize tax liability.
  • Retirement Planning: Help clients create comprehensive retirement plans, including income projections and asset allocation.

Requirements:

  • Strong Analytical Skills: Ability to analyze complex financial data and develop effective solutions.
  • Excellent Communication Skills: Effective communication with clients to understand their needs and provide clear guidance.
  • Proven Experience: A minimum of 5 years of experience in financial planning or a related field.
  • Professional Certifications: Hold relevant certifications such as CFP or CFA.

What We Offer:

  • Competitive Salary: $80,000 - $120,000 per year, depending on experience.
  • Benefits Package: Comprehensive health insurance, retirement plan matching, and paid time off.
  • Opportunities for Growth: Professional development opportunities and career advancement potential.

About Entellus & Co:

Entellus & Co is a leading provider of financial services, dedicated to helping clients achieve their financial goals. Our team of experts provides personalized advice and guidance to individuals and businesses alike.



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