Financial Planner

Company Description

Dhingra Wealth Services LLP is dedicated to guiding individuals on their journey toward financial freedom through comprehensive wealth management solutions. By understanding clients' financial aspirations, the company crafts personalized investment strategies tailored to achieve their goals. Specializing in areas such as financial planning, wealth management, mutual fund investments, retirement planning, and insurance advisory, the firm ensures long-term prosperity and financial security for its clients. With a commitment to transparency, trust, and disciplined financial planning, Dhingra Wealth Services LLP emphasizes sustainable wealth creation and peace of mind for its clients.

Role Description

This is a full-time on-site role for a Financial Planner located in North Delhi. The Financial Planner will collaborate closely with clients to assess their financial situations, design tailored financial plans, and recommend investment strategies to achieve their short-term and long-term financial goals. Responsibilities include retirement planning, budgeting, insurance planning, risk assessment, and ongoing financial monitoring. The role requires clear communication and fostering strong client relationships to ensure their financial success.

Qualifications

• Proficiency in Financial Planning and Personal Financial Planning to develop and execute effective financial strategies.
• Background as a Certified Financial Planner and understanding of Finance principles.
• Expertise in Retirement Planning and experience in building long-term financial roadmaps for clients.
• Strong interpersonal and analytical skills to assess client needs and provide tailored solutions.
• Ability to stay updated on industry trends, financial regulations, and investment opportunities.
• Excellent organizational skills with attention to detail and accuracy in financial documentation.
• A Bachelor's degree in Finance, Accounting, Economics, or a related field; relevant certifications are an advantage.