Financial Planner

Job Responsibilities

• Analyse client’s financial status (e.g., income, expenses and liabilities)


• Examine and suggest financial opportunities (e.g., insurance plans, investment strategies)


• Develop sound financial plan and budgets for clients according to their changing needs.


• Help clients implement their plans and carry out transactions.


• Present and sell suitable financial products and services.


• Build strong relationships to retain existing clients.


• Maintain updated knowledge of regulations, practices and financial products.


• Ability to do gap analysis and designing counter action plan (if needed)


• Periodic review with the client on his report as per set plan



• Portfolio rebalancing

Requirements

Experience:

• 2-4 years as a financial planner in a wealth advisory firm

Qualification:

• BSc/B.com in accounting, finance, business administration, or relevant field.


• Professional Certification (CFP) is a must.


• Valid FINRA license series 7 & 66

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Skills:

• Proficiency in MS Office and CRM systems


• Attention to detail and strong in mathematics


• Strong ethics, with a customer-oriented attitude


• Outstanding communication skills


• Humble and Soft Spoken.

CTC:

As Per Experience & Industry Standards