Financial Planning Specialist

1 week ago


Mumbai, Maharashtra, India Talent Corner Full time
Job Summary

We are seeking a skilled Financial Planning Specialist to join our team at Talent Corner. The successful candidate will work closely with high net worth clients, providing personalized financial planning and guidance.

Responsibilities
  • Develop and implement comprehensive financial plans for HNI clients, taking into account their unique goals and risk tolerance.
  • Conduct thorough assessments of clients' current financial situations, identifying areas for improvement and opportunities for growth.
  • Collaborate with clients to set and achieve their long-term financial objectives, including goal planning and risk management.
Requirements
  • Bachelor's degree in Finance or related field.
  • Professional certification as a Certified Financial Planner (CFP).
  • Minimum 3 years of experience in financial planning or a related field.
Benefits
  • Competitive salary: $120,000 per annum.
  • Opportunities for professional growth and development.
  • A dynamic and supportive work environment.
About Us

Talent Corner is a leading recruitment agency dedicated to connecting top talent with exciting career opportunities. We pride ourselves on delivering exceptional service and results-driven solutions to our clients and candidates alike.



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