Advisor Financial Planning

We are seeking a knowledgeable and client-focused Financial Planning Advisor to join our team. In this role, you will provide comprehensive financial advice, develop personalized financial plans, and help clients achieve their short-term and long-term financial goals. The ideal candidate will have strong analytical skills, excellent communication abilities, and a passion for helping people build financial security and wealth.

Key Responsibilities:

• Meet with clients to assess their financial situation, understand their goals, and gather relevant financial data.

• Develop customized financial plans covering retirement planning, investment strategies, tax optimization, insurance needs, estate planning, and more.

• Recommend appropriate financial products and services to help clients implement their plans effectively.

• Monitor clients financial plans and make adjustments as life circumstances or market conditions change.

• Educate clients on complex financial concepts and market trends in an easy-to-understand manner.

• Maintain strong, long-term relationships with clients through regular check-ins and reviews.

• Stay up-to-date with financial regulations, market developments, and industry trends.

• Ensure all advice and recommendations comply with relevant laws, policies, and ethical standards.

• Collaborate with internal teams and external partners (such as tax advisors, lawyers, and investment managers) to deliver holistic financial solutions.

• Maintain accurate records and documentation of all client interactions and plans.

Requirements:

• Bachelors degree in Finance, Accounting, Economics, Business, or a related field.

• Certification as a Certified Financial Planner (CFP) or equivalent designation strongly preferred.

• Proven experience as a financial advisor, planner, or wealth manager.

• Strong knowledge of financial planning concepts, investment products, tax planning, and retirement planning.

• Excellent interpersonal, communication, and presentation skills.

• High ethical standards and a genuine desire to act in the clients best interest.

• Analytical mindset with strong problem-solving abilities.

• Proficiency with financial planning software, CRM systems, and Microsoft Office Suite.