Financial Planning Specialist -CFP Certified

About Company

The company operates within the financial technology industry, providing innovative digital solutions that enhance and streamline modern financial services.

Job Description

The role requires a person who is passionate about empowering people with financial knowledge, thriving on helping individuals make smart financial decisions for a secure future.

Key Responsibilities:

• Build strong relationships with clients by understanding their goals and offering personalized financial solutions.
• Guide individuals in making informed financial decisions for long-term financial well-being.
• Provide expert insights on financial planning, investment strategies, and wealth management tailored to client needs.
• Stay ahead of market trends, regulatory changes, and industry best practices to deliver relevant financial advice.
• Analyze financial data, track progress, and optimize financial plans for better results.
• Represent company at conferences, meetings, and industry events to promote financial education.

Qualifications & Skills:

• A Certified Financial Planner CFP is Must.
• Bachelors degree in finance, economics, or a related field (MBA-Finance preferred).
• Preferably should have a NISM XA XB qualification or working towards the same
• Minimum of 5 to 7 years of experience in financial advisory or related fields
• Strong knowledge of financial planning, investment strategies, and wealth management.
• Excellent stakeholder management skills, superior communication and interpersonal skills to educate and engage clients.
• Analytical mindset with the ability to assess financial data and provide strategic recommendations.
• Self-driven, goal-oriented, and passionate about helping others achieve financial success.