Financial Planner
2 weeks ago
Company Description
At Dhingra Wealth Services LLP, we believe that financial freedom is a journey. We specialize in comprehensive wealth management for individuals, helping them achieve financial security and long-term prosperity through sound financial planning principles. Our approach is centered on understanding your financial aspirations and crafting personalized investment strategies that align with your goals. We focus on transparency, trust, and long-term wealth creation to ensure your financial future is secure and stress-free.
Role Description
This is a full-time on-site role for a Financial Planner located in North Delhi. The Financial Planner will be responsible for meeting with clients to discuss their financial goals, developing tailored financial plans, providing expert advice in areas such as retirement planning, personal financial planning, investment strategies, and risk management. The role involves continuous monitoring of financial plans, adjusting strategies as needed, and ensuring clients are well-informed about their financial status and options.
Qualifications
- Financial Planning and Personal Financial Planning skills
- Certified Financial Planner designation
- Expertise in Finance and Retirement Planning
- Strong interpersonal and communication skills
- Ability to develop and maintain client relationships
- Bachelor's degree in Finance, Economics, or related field
- Experience in Wealth Management and Insurance Advisory is a plus
- Attention to detail and analytical thinking
- Proficient in financial analysis software and tools
