Financial Planner

As a Financial Planner at CAGRwealth, your role will involve providing financial planning services to clients. This includes offering advice on personal financial planning, retirement planning, and utilizing your expertise in finance and Certified Financial Planner (CFP) principles. Key Responsibilities: - Creating and delivering financial plans to clients - Leading the Financial Planning vertical - Eventually managing a team of financial planners Qualifications Required: - Proficiency in Financial Planning, Personal Financial Planning, and Retirement Planning - Ability to run calculations related to goal planning - Experience in creating financial plans using software is advantageous - Certified Financial Planner (CFP) certification and strong finance expertise - Strong analytical and problem-solving skills - Excellent communication and interpersonal abilities - Bachelor's or Master's degree in Finance, Economics, Business, or a related field Please note that hands-on experience in financial planning is essential for this role. If you do not have experience in creating financial plans, kindly refrain from applying as this is not a paraplanner role. This is a full-time in-office position located in Wadala, Mumbai.,