Description
We are seeking a highly skilled Financial Planner with 3-10 years of experience to join our team. The successful candidate will be responsible for providing financial planning and investment advice to clients in accordance with their financial goals and objectives.
Responsibilities
- Develop and implement financial plans for clients based on their financial goals and objectives
- Assist clients in making informed decisions about their investments and financial strategies
- Provide ongoing support and advice to clients to help them achieve their financial goals
- Monitor and review clients investment portfolios to ensure they are aligned with their financial objectives
- Stay up-to-date with financial industry trends and developments
Skills and Qualifications
- Bachelor's degree in Finance, Accounting or related field
- 3-10 years of experience in financial planning and investment management
- Certified Financial Planner (CFP) certification preferred
- Strong knowledge of financial products and investment strategies
- Excellent communication and interpersonal skills
- Ability to work independently and as part of a team
- Attention to detail and strong analytical skills
- Proficiency in Microsoft Excel and financial planning software
