Strategic Financial Consultant

22 hours ago

Vijayawada, Andhra Pradesh, India beBeeFinancial Full time ₹ 60,00,000 - ₹ 1,20,00,000
Senior Financial Advisor Role

We are seeking a highly skilled Certified Financial Planner (CFP) to serve as a trusted advisor to our esteemed 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 financial market, regulatory environment, and client needs, ensuring that our clients receive holistic and goal-oriented financial advice.

Key Responsibilities:Client Relationship Management:
  • Build and maintain strong, trust-based relationships with affluent / high-net-worth clients.
  • Proactively engage with clients to understand their evolving needs and provide personalized advice.
  • Identify opportunities to deepen client relationships and generate referrals to grow the firm's client base.
Financial Planning:
  • 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.
  • Monitor and review financial plans regularly, adjusting strategies as needed based on market conditions or life events.
Business Development:
  • Leverage existing networks and relationship-building skills to acquire new clients and expand the firm's assets under management.

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