
Financial Planner
14 hours ago
**Greetings**
Post**:The Financial Planning Consultant**
1)The Financial Planning Consultant will be responsible for helping clients achieve their financial goals through comprehensive financial planning investment management, and strategic advice.
**Responsibilities**:
1) **Financial Consultation**:
Conduct thorough financial assessments for clients to understand their financial goals, objectives, and risk tolerance.
2) **Investment Management**:
Recommend suitable investment portfolios based on clients' financial profiles and objectives.
3) **Client Relationship Management**:
Build and maintain strong relationships with clients through regular communication and reviews.
4) **Financial Education**:
Educate clients on various financial products, investment strategies, and risk management techniques
5)**Compliance and Regulations**:
Ensure compliance with regulatory requirements and industry standards.
6) **Documentation and Reporting**:
Maintain accurate and detailed records of client interactions, financial plans, and investment transactions.
- **Qualifications**:
Bachelor’s degree in Finance, Business, Economics, or related field. Master’s degree or professional certifications (such as CFP - Certified Financial Planner) are a plus.
- **Working Conditions**
Occasional client visits and meetings outside of regular office hours.
Travel may be required for client meetings or industry conferences.
**Experience**:3-5 years
**Salary**:30-35K PM
**Salary**: ₹30,000.00 - ₹35,000.00 per month
Schedule:
- Day shift
Application Question(s):
- 1) Where do you live in Kolkata and how far it's from Bhawanipore?
- 2) How many years of experience do you have in Financial Planning Consultant?
- 3)What is your current salary?
- 4) What is your current notice period?
Work Location: In person
**Speak with the employer**
+91 8100662016
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