About the role
As a Financial Planner, you will develop and implement tailored financial plans that align with clients' goals and investment strategies. Your responsibilities include analyzing client portfolios, conducting comprehensive risk assessments, and providing ongoing advice on various financial options.
This role is ideal for individuals passionate about finance and dedicated to helping clients achieve their financial objectives. You will have the opportunity to cultivate long-term relationships with clients while working in a supportive and collaborative environment that encourages personal growth and innovative financial solutions.
What you'll do
- Develop financial plans
- Analyze client portfolios
- Conduct risk assessments
- Provide investment advice
What you'll need
- Bachelor's degree in Finance or related field
- 3-6 years of experience in financial planning
- Certified Financial Planner (CFP) certification preferred
Skills
Financial analysis
Client relationship management
Investment strategies
Good to have
Sales skills
Public speaking
Benefits
- Attractive salary
- Professional development programs
- Health insurance and benefits
Interested in this role?
It takes about two minutes. Free to apply — LocoJobs never asks candidates for money.
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Questions about this job
What does a Financial Planner do?
You will create personalized financial plans and provide ongoing investment advice.
What qualifications are needed for this position?
A degree in Finance or related field and 3-6 years of relevant experience are required.
Is there room for career advancement?
Yes, there are opportunities for growth within the wealth management team.
What is the working environment like?
This is an onsite position in Connaught Place, Gurugram.
Listing last updated