Financial Planner

1 week ago

Vashi Navi Mumbai Maharashtra, India Finoviser Financial Services Full time

**Responsibilities**:

- Analyse client’s financial status (e.g., income, expenses and liabilities)
- Examine and suggest financial opportunities (e.g., insurance plans, investment strategies)
- Develop sound financial plan and budgets for clients according to their changing needs.
- Help clients implement their plans and carry out transactions.
- Present and sell suitable financial products and services.
- Build strong relationships to retain existing clients.
- Maintain updated knowledge of regulations, practices and financial products.
- Ability to do gap analysis and designing counter action plan (if needed)
- Periodic review with the client on his report as per set plan
- Portfolio rebalancing

**Requirements**:
**Experience**:

- 2-4 years as a financial planner in a wealth advisory firm

**Qualification**:

- Professional Certification (CFP) is a must.
- Valid FINRA license series 7 & 66

**Skills**:

- Proficiency in MS Office and CRM systems
- Attention to detail and strong in mathematics
- Strong ethics, with a customer-oriented attitude
- Outstanding communication skills
- Humble and Soft Spoken.

**CTC**:
As Per Experience & Industry Standards

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