Certified Financial Planner

4 days ago

Delhi, Delhi, India Planyourworld Training Academy pvt ltd Full time ₹ 6,00,000 - ₹ 10,00,000 per year

Job Tital: Certified Financial Planner (CFP)

Location:

Experience: 1–3 years (or as required)

Employment Type: Full-time

About the Role:

We are seeking a skilled and client-focused Certified Financial Planner (CFP) to join our team. The ideal candidate will provide expert financial advice, develop personalized financial strategies, and help clients achieve their long-term financial goals. This role requires strong analytical skills, excellent communication, and a deep understanding of financial planning, investment strategies, taxation, insurance, and retirement planning.

Key Responsibilities:

  • Assess clients' financial situation, goals, risk tolerance, and cash flow.
  • Develop comprehensive financial plans including investments, tax planning, retirement, insurance, and estate planning.
  • Provide recommendations on suitable financial products and investment opportunities.
  • Monitor and review financial plans regularly to ensure they remain aligned with clients' changing needs.
  • Build and maintain strong client relationships based on trust and confidentiality.
  • Stay updated with financial regulations, market trends, and investment strategies.
  • Collaborate with internal teams to provide holistic financial solutions.

Key Skills & Competencies:

  • Strong knowledge of wealth management, investment, tax, and estate planning.
  • Excellent communication, interpersonal, and presentation skills.
  • Analytical and problem-solving ability with attention to detail.
  • High ethical standards and client-first mindset.
  • Ability to explain complex financial concepts in a simple manner.

Qualifications:

  • Certified Financial Planner (CFP) certification is mandatory.
  • Bachelor's degree in Finance, Commerce, Economics, or related field (preferred).
  • Proficiency in MS Excel, financial software, and CRM tools.
  • Prior experience in financial planning, wealth management, or advisory role is an advantage.

What We Offer:

  • Competitive salary and performance incentives.
  • Opportunity to work with a growing financial advisory team.
  • Professional development and training support.
  • Dynamic and client-focused work environment.

Job Type: Full-time

Pay: Up to ₹1,000,000.00 per year

Application Question(s):

  • Do you have experience in financial planning or investment advisory?

License/Certification:

  • CFP (Required)

Work Location: In person

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