Certified Financial Planner
11 hours ago
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 a Certified Financial Planner by FPSB?
License/Certification:
- CFP (Required)
Work Location: In person
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