Responsibilities:

• Meet with clients to assess their financial goals, needs, and risk tolerance.
• Analyze financial information, such as income, expenses, assets, and liabilities, to develop personalized financial plans.
• Provide recommendations on investment opportunities, retirement planning, tax strategies, and insurance coverage.
• Monitor and review clients investment portfolios, making adjustments as needed.
• Stay updated on market trends, economic indicators, and regulatory changes to provide accurate and up-to-date financial advice.
• Build and maintain strong relationships with clients, acting as their trusted advisor in all financial matters.
• Prepare and present financial plans and investment proposals to clients.
• Collaborate with other financial professionals, such as tax experts and estate planners, to provide comprehensive financial solutions.
• Ensure compliance with all relevant laws, regulations, and industry standards.
• Stay updated on industry trends and best practices through continuous professional development.

Requirements:

• Bachelors degree in Finance, Business, Economics, or related field.
• Proven experience as a Financial Planner or similar role.
• Minimum of 3-5 years of experience in financial planning, advisory, or a related role.
• Strong knowledge of financial planning principles and strategies.
• Certified Financial Planner (CFP) certification preferred.
• Excellent analytical and problem-solving skills.
• Ability to effectively communicate complex financial concepts to clients.
• Strong interpersonal and relationship-building skills.
• Proficiency in financial planning software and tools.
• High level of accuracy and attention to detail.
• Ability to work independently and as part of a team.
• Understanding of relevant laws and regulations.
• Professional ethics and integrity.
• Minimum of 5+ years of experience in financial planning or a related field.
• Experience in tax optimization, retirement planning, and investment management is highly desirable.