Certified Financial Planner

Location

Jaipur | India

Job description

Company Description

Financial Friend is an all-inclusive financial planning company located in Jaipur that provides a three-tier consultation process of Analysis Advice Execution for its clients. The company shares its knowledge and experience to provide every client with personalized, unbiased advice and service.

Role Description

This is a full-time on-site role for a Certified Financial Planner at Financial Friend located in Jaipur. The role involves the day-to-day tasks of analyzing clients' financial situations, providing recommendations on investments and financial strategies, and executing those strategies. The Certified Financial Planner will work with a team of financial professionals to help clients meet their financial goals.

Qualifications

• Certified Financial Planner (CFP) certification required
• Bachelor's degree in finance or related field preferred
• Experience in financial planning, investment advising, or related field preferred
• Excellent communication and interpersonal skills to work efficiently with clients to understand their needs and objectives
• Ability to analyze and interpret financial statements, as well as knowledge of investment products and strategies
• Strong attention to detail, problem-solving skills, and ability to work independently and with a team
• Proficiency in Microsoft Office Suite and financial planning software

The candidate should be passionate about finance, and should be driven to help clients achieve their financial goals.

Job tags

Salary