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Job Description
- 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 tailored to your clients" changing needs is a key aspect of your job. Additionally, you will assist clients in implementing their plans, carrying out transactions, and presenting and selling suitable financial products and services. Building and maintaining strong relationships with clients to ensure their satisfaction and retention is crucial. It is essential to stay updated on regulations, practices, and financial products, and have the ability to conduct gap analysis and design counter action plans when necessary. Conducting periodic reviews with clients based on the set plan and portfolio rebalancing are also part of your responsibilities.
Qualifications required for this role include a BSc/B.com in accounting, finance, business administration, or a relevant field. Professional certification as a Certified Financial Planner (CFP) is a must, along with a valid FINRA license series 7 & 66.
Your experience should include 2-4 years as a financial planner in a wealth advisory firm. Skills that will be beneficial in this role include proficiency in MS Office and CRM systems, attention to detail, strong mathematical abilities, strong ethics with a customer-oriented attitude, outstanding communication skills, and a humble and soft-spoken demeanor.
Please note that the compensation for this position will be as per your experience and industry standards.,
Skills
AccountingFinancial ProductsTransactionsFinancial PlannerFinanceEthicsMS OfficeCommunication SkillsCRM SystemsMathematicsIf a job posting appears fraudulent, asks for payment, contains misleading information, or violates our guidelines, please report it immediately. Our team will review it promptly, Jobaaj does not charge any fee from the applicants.
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