Certified Financial Planner

As a Certified Financial Planner (CFP) with 1-2 years of experience looking to delve deeper into the world of Financial Planning, the opportunity at Gaining Ground is tailor-made for you! At Gaining Ground, you will not just have a job but a transformative experience where you can learn and implement the nuances of Financial Life Planning firsthand. Picture yourself guiding meaningful conversations that assist clients in aligning their finances with their life goals. **Responsibilities:** - Gain a deep understanding of financial planning practices, actively participate in meetings, take detailed notes, and ensure CRM maintenance. Integrate relevant information into the company's Management Information System (MIS). - Stay updated on broader market trends and investment opportunities to offer clients the most up-to-date advice and options. - Act as a liaison for clients, addressing inquiries and guiding them through the implementation process. Utilize knowledge of their past transactions for comprehensive future planning and advice. - Continuously develop and review clients" goal plans, ensuring ongoing alignment with their financial objectives. Manage back-office operations using Investwell Mint, tallying goals, and maintaining accurate data. - Maintain client-specific MIS records, including implementation logs, follow-ups, and coordination with the team to ensure seamless plan execution. **Qualifications:** - Proficiency in XLS with a knack for functions and formulas to present data meaningfully. Dexterity in using MS Office Suite. - Confidence in presenting and navigating investment planning strategies. - Adaptability to work collaboratively within a team environment. - Excellent communication skills in English, both oral and written, with a keen ability to take notes and distill the essence of conversations. - Empathetic listening skills and strong analytical abilities to decipher intricate financial details. - A compassionate and people-oriented approach sets you apart, with additional qualifications in Psychology being a definite plus. **What We Offer:** - **Hands-On Learning:** Gain invaluable hands-on experience in Financial Life Planning from industry experts. - **Career Growth:** Opportunities for professional development and career advancement. - **Attractive Rewards:** Competitive compensation and rewards that recognize your contributions. If you meet these criteria and are prepared to embark on a fulfilling career journey with us, we invite you to apply and join our passionate team dedicated to transforming financial futures. Come join us to discover the art of shaping financial destinies with empathy and expertise. Apply today!,