Financial Planning Consultant

2 - 6 years

0 Lacs

Posted:2 weeks ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

You will be working as a Financial Planning Consultant at Reydiv Finmart LLP, a NextGen Financial Distribution platform in Delhi, India. Your primary responsibility will be to offer financial planning services, retirement planning, investment advice, and financial services to clients on-site. To excel in this role, you should possess strong Financial Planning and Retirement Planning skills, along with knowledge of Investments, Finance, and Financial Services. Excellent analytical and problem-solving abilities are essential. Moreover, your communication and interpersonal skills should be top-notch. Having a Certification as a Certified Financial Planner (CFP) would be advantageous. A Bachelor's degree in Finance, Economics, Business, or a related field is required. Any prior experience in a financial consulting role would be considered a plus. If you are passionate about helping individuals achieve their wealth goals through realistic financial planning and are ready to design customized financial plans to meet the needs of investors, this role at Reydiv Finmart LLP is the perfect opportunity for you.,

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