Job Description

We are seeking a knowledgeable and client-focused Financial Planner to join our team. The ideal candidate will be responsible for developing customized financial plans that help clients achieve their financial goals, such as retirement, investment growth, education funding, and wealth protection. You will analyze financial data, provide expert advice on financial products, and regularly review clients’ portfolios to ensure alignment with changing goals and market conditions.

Key Responsibilities:

• Assess clients' financial situations through interviews and data gathering

• Create comprehensive financial plans tailored to individual client needs

• Recommend investment strategies, insurance policies, and savings goals

• Conduct risk analysis and asset allocation strategies

• Stay updated on market trends, tax laws, and financial regulations

• Assist clients in setting short- and long-term financial objectives

• Monitor financial plans and suggest modifications as needed

• Maintain strong client relationships through regular communication

• Comply with ethical standards and financial regulations

• Collaborate with other financial advisors and departments to optimize solutions