Experienced Financial Planning Advisor Wanted

18 hours ago

Shimoga, Karnataka, India beBeeCertification Full time ₹ 30,00,000 - ₹ 50,00,000
Financial Planning Advisor

We are seeking a highly experienced Certified Financial Planner to serve as a trusted advisor to our clients.

This is a dynamic and challenging role that requires leveraging financial planning expertise and relationship-building skills to design and implement tailored financial plans, manage client portfolios, and foster long-term client relationships.

  • 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 based on market conditions or life events.
    • Optimize portfolios for tax efficiency and long-term growth, adhering to relevant regulations.
    • Lead the project of building a tech-first financial planning product that can be used by DIY users to curate their personalized financial plan.
Main Qualifications

To succeed in this role, you will need to possess excellent communication and interpersonal skills, a strong analytical mindset, and the ability to build trust-based relationships with clients.

  • Requirements:
    • Certified Financial Planner (CFP) certification.
    • Minimum 5 years of experience in financial planning and wealth management.
    • Demonstrated expertise in financial planning software and tools.
    • Excellent communication and presentation skills.
Benefits

This is a highly rewarding role that offers a competitive salary, bonuses, and opportunities for professional growth and development.

You will also have access to ongoing training and support to ensure your continued success in this role.

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