FINANCIAL PLANNER

As a Financial Planner, your role involves analyzing clients" financial status, including income, expenses, and liabilities. You will be responsible for examining and recommending financial opportunities such as insurance plans and investment strategies. Developing sound financial plans and budgets for clients based on their evolving needs is a key aspect of your job. You will assist clients in implementing their financial plans and executing transactions. Additionally, presenting and promoting suitable financial products and services, building strong client relationships to ensure client retention, and staying updated on regulations, practices, and financial products are crucial responsibilities. You should have the ability to conduct gap analysis and design counteraction plans when necessary, conduct periodic reviews with clients based on the established plan, and perform portfolio rebalancing. Key Responsibilities: - Analyze clients" financial status, including income, expenses, and liabilities - Recommend financial opportunities such as insurance plans and investment strategies - Develop sound financial plans and budgets for clients - Assist clients in implementing their financial plans and executing transactions - Present and sell suitable financial products and services - Build strong relationships with clients to ensure client retention - Stay updated on regulations, practices, and financial products - Conduct gap analysis and design counteraction plans if needed - Conduct periodic reviews with clients based on the established plan - Perform portfolio rebalancing Qualifications Required: - Experience: 2-4 years as a financial planner in a wealth advisory firm - Qualification: BSc/B.com in accounting, finance, business administration, or a relevant field; professional certification such as CFP is a must - Valid FINRA license series 7 & 66 Additional Company Details (if any): - CTC: As per company standards - Only female candidates from in and around Navi-Mumbai can apply Please note that proficiency in MS Office and CRM systems, attention to detail, strong mathematical skills, strong ethics with a customer-oriented approach, outstanding communication skills, and a humble and soft-spoken demeanor are essential skills for this role.,