Financial Planner
Finoviser Financial Services Llp
- Posted: 1 month ago
- Openings: 10
- Applicants: 0
Job Description
- Analyse clients 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
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.
More Info
Education
Any Graduate
Not Disclosed
Required Skills
Financial Analysis
Crm Systems
investment
investment planning
Accounting
CFP
financial products
Certified Financial Planner
Contact Details
Finoviser Financial Services Llp
+91 987654567
customercare@finoviserfinancial.com
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