Financial Planner

As a Financial Planner at our wealth advisory firm, your primary responsibility will be to analyze clients" financial status, including income, expenses, and liabilities. You will be expected to examine and recommend financial opportunities such as insurance plans and investment strategies. Developing sound financial plans and budgets tailored to the changing needs of our clients will be a key aspect of your role. You will assist clients in implementing their financial plans and executing transactions, as well as presenting and selling appropriate financial products and services. Building and maintaining strong relationships with clients to ensure their satisfaction and retention will be crucial. It is essential to stay updated on regulations, practices, and financial products, and possess the ability to conduct gap analysis and design counter action plans when necessary. Regularly reviewing clients" reports as per the set plan and performing portfolio rebalancing will also be part of your duties. To be considered for this position, you should have 2-4 years of experience as a financial planner in a wealth advisory firm. A BSc/B.com degree in accounting, finance, business administration, or a related field is required. Possession of a Professional Certification (CFP) is mandatory, along with a valid FINRA license series 7 & 66. Proficiency in MS Office and CRM systems, strong attention to detail, and excellent mathematical skills are essential. You should demonstrate strong ethics, a customer-oriented attitude, outstanding communication skills, and a humble and soft-spoken demeanor. The compensation for this position will be determined based on your experience and industry standards.,