karnataka
INR Not disclosed
On-site
Full Time
As a Certified Financial Planner at Right Horizons Financial Services Pvt. Ltd. in Bengaluru, you will play a crucial role in developing comprehensive financial plans and providing personalized financial advice to clients. Your responsibilities will include conducting financial analysis, retirement planning, and guiding clients towards achieving their long-term financial objectives. To excel in this role, you must possess a Certified Financial Planner certification along with expertise in Financial Planning, Personal Financial Planning, Finance, and Retirement Planning. Strong analytical skills, problem-solving abilities, and decision-making capabilities are essential. Effective communication and interpersonal skills are key as you will be interacting with clients regularly to understand their financial needs and offer tailored solutions. The ideal candidate should be able to work both independently and collaboratively within a team environment. A Bachelor's degree in Finance, Economics, Accounting, or a related field is preferred. Prior experience in the financial services industry would be advantageous. If you are passionate about helping individuals secure their financial future and possess the required qualifications and skills, we encourage you to apply for this rewarding full-time position at Right Horizons Financial Services Pvt. Ltd.,
karnataka
INR Not disclosed
On-site
Full Time
The Certified Financial Planner position at Right Horizons Financial Services Pvt. Ltd., located in Bengaluru, is a full-time on-site role. As a Certified Financial Planner, you will be tasked with developing comprehensive financial plans, providing personalized financial advice to clients, performing financial analysis, and assisting with retirement planning. Your daily responsibilities will include meeting with clients, evaluating their financial requirements, and offering customized financial guidance to help them achieve their long-term financial objectives. To be eligible for this role, you must hold a Certified Financial Planner certification along with expertise in Financial Planning and Personal Financial Planning. Additionally, you should possess experience in Finance and Retirement Planning, as well as strong analytical, problem-solving, and decision-making abilities. Excellent communication and interpersonal skills are essential for effectively interacting with clients. The ability to work both independently and as part of a team is crucial for success in this position. While a Bachelor's degree in Finance, Economics, Accounting, or a related field is preferred, prior experience in the financial services industry would be advantageous.,
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