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.
