Financial Planner

Role Overview: As a Financial Planner, your main responsibility will be to analyze clients' financial status, suggest financial opportunities, and develop sound financial plans and budgets according to their changing needs. You will help clients implement their plans, present and sell suitable financial products and services, and build strong relationships to retain existing clients. Additionally, you will maintain updated knowledge of regulations, practices, and financial products, conduct gap analysis, and periodically review clients' portfolios for rebalancing. Key Responsibilities: - Analyze clients' financial status, including income, expenses, and liabilities - Examine and suggest financial opportunities such as insurance plans and investment strategies - Develop sound financial plans and budgets for clients - Help clients implement their financial plans and carry out transactions - Present and sell suitable financial products and services - Build strong relationships to retain existing clients - Maintain updated knowledge of regulations, practices, and financial products - Conduct gap analysis and design counteraction plans if needed - Periodically review clients' reports as per set plan - Perform portfolio rebalancing Qualifications Required: - 2-4 years of experience as a financial planner in a wealth advisory firm - BSc/B.com in accounting, finance, business administration, or a relevant field - Professional Certification (CFP) is a must - Valid FINRA license series 7 & 66 Additional Details: The company values proficiency in MS Office and CRM systems, attention to detail, strong mathematical skills, ethics, customer-oriented attitude, outstanding communication skills, and being humble and soft-spoken. Role Overview: As a Financial Planner, your main responsibility will be to analyze clients' financial status, suggest financial opportunities, and develop sound financial plans and budgets according to their changing needs. You will help clients implement their plans, present and sell suitable financial products and services, and build strong relationships to retain existing clients. Additionally, you will maintain updated knowledge of regulations, practices, and financial products, conduct gap analysis, and periodically review clients' portfolios for rebalancing. Key Responsibilities: - Analyze clients' financial status, including income, expenses, and liabilities - Examine and suggest financial opportunities such as insurance plans and investment strategies - Develop sound financial plans and budgets for clients - Help clients implement their financial plans and carry out transactions - Present and sell suitable financial products and services - Build strong relationships to retain existing clients - Maintain updated knowledge of regulations, practices, and financial products - Conduct gap analysis and design counteraction plans if needed - Periodically review clients' reports as per set plan - Perform portfolio rebalancing Qualifications Required: - 2-4 years of experience as a financial planner in a wealth advisory firm - BSc/B.com in accounting, finance, business administration, or a relevant field - Professional Certification (CFP) is a must - Valid FINRA license series 7 & 66 Additional Details: The company values proficiency in MS Office and CRM systems, attention to detail, strong mathematical skills, ethics, customer-oriented attitude, outstanding communication skills, and being humble and soft-spoken.