Financial Planner

Role Overview: As a Financial Planner, you will have the opportunity to assist clients in achieving their financial goals and aspirations. Your responsibilities will include developing personalized financial strategies, managing client portfolios, conducting regular reviews, and providing expert investment advice. Your role is crucial in helping clients navigate their financial journey through meticulous planning and exceptional service. Key Responsibilities: - Client Portfolio Management - Tailor and oversee client portfolios based on their financial objectives, risk tolerance, and preferences. - Conduct regular reviews of portfolios and adjust strategies to align with clients" goals and market conditions. - Financial Planning & Advisory - Develop customized plans covering investments, retirement, taxes, and estate requirements. - Offer ongoing advice and make necessary adjustments as clients" circumstances evolve. - Client Communication & Relationship Building - Maintain regular communication through monthly calls, in-person meetings, and virtual sessions. - Keep clients informed about market updates, regulatory changes, and new investment opportunities. - Transaction & Compliance Management - Manage KYC procedures, investment transactions, paperwork, and documentation. - Work closely with internal teams to ensure accurate and timely execution. - Reporting & CRM Maintenance - Prepare review reports comparing current positions with initial plans and recommend refinements. - Keep detailed records in CRM systems tracking interactions, plan progress, and transactions. - Training & Development - Stay updated on financial regulations, products, and industry trends. - Share knowledge with colleagues and assist in onboarding new team members. Qualifications Required: - Bachelor's degree in Finance, Accounting, Economics, or a related field. - CFP certification or equivalent is preferred. - Minimum of 3 years of experience in financial planning or client-facing wealth roles. - Proficiency in Excel and financial planning tools. - Familiarity with Zoho CRM or similar platforms. - Strong communication skills with the ability to simplify complex financial concepts. - Detail-oriented, analytical, and proactive problem-solver. - Comfortable working independently and collaboratively. (Note: Omitting additional company details as it is not present in the provided job description),