Senior Financial Planner

18 hours ago

Vadodara, Gujarat, India beBeeRelationship Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

Senior Financial Planner opportunity exists for a skilled professional to lead the financial planning process and build long-term client relationships.

This role is ideal for an experienced Certified Financial Planner (CFP) who can leverage their expertise in financial planning, relationship-building, and strategic thinking to deliver exceptional results.

  • Key Responsibilities:
  • Client Relationship Management: Develop and maintain strong, trust-based relationships with high-net-worth clients, serving as their primary point of contact for all financial matters.
  • Proactive Engagement: Engage with clients to understand their evolving needs, address concerns, and provide personalized advice.
  • Business Development: Identify opportunities to deepen client relationships, cross-sell services, and generate referrals to grow the business.

Financial Planning: Conduct in-depth financial assessments for clients, including cash flow analysis, investment planning, tax optimization, retirement planning, and estate planning.

  • Comprehensive Financial Plans: Develop and present customized financial plans tailored to clients' goals, risk tolerance, and financial circumstances.
  • Ongoing Review and Adjustment: Monitor and review financial plans regularly, adjusting strategies as needed based on market conditions, life events, or regulatory changes.

Requirements: We are seeking a highly motivated and organized individual with excellent communication and interpersonal skills. The successful candidate will have a proven track record of delivering high-quality financial planning services and building strong client relationships.

Benefits: This role offers a competitive salary and bonus structure, as well as opportunities for professional growth and development.

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