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Financial Planning

14.00 to 24.00 Years   Noida   18 Dec, 2023
RISEOM TOOL CRAFTS PRIVATE LIMITED
Job LocationNoida
EducationNot Mentioned
SalaryRs 14 - 26 Lakh/Yr
IndustryFinancial Services
Functional AreaInvestment Banking / M&AFinance / Accounts / Tax
EmploymentTypeFull-time

Job Description

    Financial Planner Job Responsibilities:
    • Provide financial planning and investment advisory services.
    • Research and present investment strategies.
    • Develop and execute retirement planning.
    • Implement risk management and tax planning strategies.
    • Coordinate estate planning.
    • Manage client relationships.
    • Identify and cultivate new clients.
    • Develop and grow a book of business.
    • Open, transfer, and manage client accounts.
    • Prepare financial policy and procedure documentation.
    • Identify financial process improvement.
    • Generate and process paper and electronic documents.
    [Hours & Benefits] This is a good place to mention benefits and support. Let applicants know if you have special training, licensing assistance, or continuing education programs. Also be sure to mention any other noteworthy perks provided to employees, such as schedule flexibility, tuition reimbursement, and retirement plans. This not only helps your job stand out from the crowd but also helps it to perform better in search.Financial Planner Qualifications/Skills:
    • Comprehensive knowledge of topics related to financial planning
    • In-depth understanding of the securities industry, including investment and insurance products and services
    • Self-starter with an entrepreneurial spirit
    • Results-oriented mindset
    • Exemplary written and verbal communication skills
    • Strong interpersonal aptitude
    • Ability to maintain confidentiality
    • Experience with financial planning software (eMoney, MoneyGuide)
    • Advanced Microsoft Excel skills
    Education and Experience Requirements:
    • CFP certification
    • FINRA Series 7 and 66
    • CPA a plus
    • Bachelors degree in business or related field
    • 3-5 years experience in the financial industry
    [Call To Action] Now its time to add a call to action. Let interested candidates know exactly how you would like them to apply for this position. Do they need to email a resume to a specific person Is there a link to apply online Be specific and your job posting will perform better.

Keyskills :
financial analysispeer group analysiswealth management servicesequity valuationenterprise valuationfinancial modeling

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