Job Description

Job Tital: Certified Financial Planner (CFP)

Location:

Experience: 1-3 years (or as required)

Employment Type: Full-time

About the Role:

We are seeking a skilled and client-focused Certified Financial Planner (CFP) to join our team. The ideal candidate will provide expert financial advice, develop personalized financial strategies, and help clients achieve their long-term financial goals. This role requires strong analytical skills, excellent communication, and a deep understanding of financial planning, investment strategies, taxation, insurance, and retirement planning.

Key Responsibilities:

Assess clients' financial situation, goals, risk tolerance, and cash flow. Develop comprehensive financial plans including investments, tax planning, retirement, insurance, and estate planning. Provide recommendations on suitable financial products and investment opportunities. Monitor and review financial plans regularly to ensure they remain aligned with clients' changing needs. Build and maintain strong client relationships based on trust and confidentiality. Stay updated with financial regulations, market trends, and investment strategies. Collaborate with internal teams to provide holistic financial solutions.
Key Skills & Competencies:

Strong knowledge of wealth management, investment, tax, and estate planning. Excellent communication, interpersonal, and presentation skills. Analytical and problem-solving ability with attention to detail. High ethical standards and client-first mindset. Ability to explain complex financial concepts in a simple manner.
Qualifications:

Certified Financial Planner (CFP) certification is mandatory. Bachelor's degree in Finance, Commerce, Economics, or related field (preferred). Proficiency in MS Excel, financial software, and CRM tools. Prior experience in financial planning, wealth management, or advisory role is an advantage.
What We Offer:

Competitive salary and performance incentives. Opportunity to work with a growing financial advisory team. Professional development and training support. Dynamic and client-focused work environment.
Job Type: Full-time

Pay: Up to ₹1,000,000.00 per year

Application Question(s):

Do you have experience in financial planning or investment advisory?
License/Certification:

CFP (Required)
Work Location: In person