Senior Financial Planner

2 days ago


Pune, Maharashtra, India beBeeClient Full time ₹ 80,00,000 - ₹ 1,00,00,000
Financial Planning & Relationship Management Expert

We are seeking a dynamic and experienced Certified Financial Planner (CFP) with a proven track record as a Relationship Manager to serve as a trusted advisor to our clients.

  • About the Role:
    • Build and maintain strong, trust-based relationships with affluent/high-net-worth clients.
    • Proactively engage with clients to understand their evolving needs, address concerns, and provide personalized advice.
    • Identify opportunities to deepen client relationships, cross-sell services, and generate referrals.
  • Key Responsibilities:
    • 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.
  • Business Development Opportunities:
    • Leverage existing networks and relationship-building skills to acquire new clients and expand assets under management (AUM).
    • Represent the firm at industry events and networking opportunities to enhance brand visibility.


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