Financial Planner

As a Financial Planner at Prabin Agarwal Empowering Investors, you will play a crucial role in creating customized financial plans for individual clients, guiding them towards long-term wealth creation and financial well-being. Your responsibilities will include developing, presenting, and managing financial plans, conducting client reviews, providing investment and retirement guidance, staying updated on market trends, and ensuring timely execution of client requests through coordination with internal teams. Your communication and support will help maintain high levels of customer satisfaction. Key Responsibilities: - Develop, present, and manage customized financial plans for individual clients - Conduct regular client reviews and update strategies as needed - Provide guidance on investments and retirement strategies - Stay updated on market trends, financial products, and regulatory changes - Coordinate with internal teams to ensure timely execution of client requests - Maintain high levels of customer satisfaction through consistent communication and support Qualifications Required: - Certified Financial Planner (CFP) certification or a similar qualification - Strong understanding of mutual funds and retirement planning - Excellent interpersonal, communication, and presentation skills - Attention to detail, analytical mindset, and problem-solving ability - Proficiency in financial planning tools/software and Microsoft Office Suite - Ability to work full-time from the office Prabin Agarwal Empowering Investors has been helping clients build wealth and achieve financial freedom for over 20 years. The company is committed to delivering trust-driven, personalized financial guidance that empowers long-term success. Join the team as they continue to shape the future of smart investing. If you have a minimum of 13 years of relevant experience in financial planning or are a fresh CFP with strong communication skills, you are encouraged to apply. The salary for this position will be discussed based on your experience and suitability. To apply, please send your resume to hr@prabinagarwal.com with the subject line: Application for Financial Planner CFP Certified. For any queries, you can contact 9733073333.,