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As a Financial Planning Specialist, you will have the opportunity to empower individuals with valuable financial knowledge and assist them in making informed decisions for a secure future. Your primary responsibility will involve building strong relationships with clients, understanding their financial goals, and providing personalized solutions to meet their needs.You will guide individuals in making wise financial decisions that will contribute to their long-term financial well-being. By offering expert insights on financial planning, investment strategies, and wealth management, tailored to each client's unique requirements, you will play a crucial role in helping them achieve their financial objectives.Staying updated on market trends, regulatory changes, and industry best practices will enable you to provide relevant and up-to-date financial advice to your clients. Additionally, analyzing financial data, monitoring progress, and optimizing financial plans will be essential in ensuring optimal results for your clients" financial portfolios.Representing the organization at conferences, meetings, and industry events will also be part of your responsibilities to promote financial education and enhance the visibility of the company in the financial planning sector.To excel in this role, you should hold a Bachelor's degree in finance, economics, or a related field (an MBA in Finance would be advantageous). Possessing a CFP certification or working towards NISM XA XB qualification will be beneficial. With a minimum of 5 years of experience in financial advisory or related fields, you should have a strong foundation in financial planning, investment strategies, and wealth management.Your excellent stakeholder management skills, superior communication abilities, and interpersonal skills will be instrumental in educating and engaging clients effectively. An analytical mindset coupled with the ability to assess financial data and provide strategic recommendations will be essential in delivering high-quality financial advice.As a self-driven, goal-oriented individual who is passionate about helping others achieve financial success, you will thrive in this role. This is a full-time, permanent position with benefits including health insurance and Provident Fund. The work schedule is during day shifts, and the work location is in person.If you are ready to make a difference in people's financial lives and have the qualifications and skills required for this role, we encourage you to speak with the employer at +91 hidden_mobile.,
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Certified Financial Planner
Right Horizons Finanacial services Pvt . Ltd.
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