Financial Planning Specialist -CFP Certified

About CompanyThe company operates within the financial technology industry, providing innovative digital solutions that enhance and streamline modern financial services.Job DescriptionThe 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. - Bachelor’s 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.

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