Certified Financial Planner

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