Certified Financial Planner

The Certified Financial Planner position at Right Horizons Financial Services Pvt. Ltd., located in Bengaluru, is a full-time on-site role. As a Certified Financial Planner, you will be tasked with developing comprehensive financial plans, providing personalized financial advice to clients, performing financial analysis, and assisting with retirement planning. Your daily responsibilities will include meeting with clients, evaluating their financial requirements, and offering customized financial guidance to help them achieve their long-term financial objectives. To be eligible for this role, you must hold a Certified Financial Planner certification along with expertise in Financial Planning and Personal Financial Planning. Additionally, you should possess experience in Finance and Retirement Planning, as well as strong analytical, problem-solving, and decision-making abilities. Excellent communication and interpersonal skills are essential for effectively interacting with clients. The ability to work both independently and as part of a team is crucial for success in this position. While a Bachelor's degree in Finance, Economics, Accounting, or a related field is preferred, prior experience in the financial services industry would be advantageous.,