Job Description

job summaryOur financial advisory group is growing quickly. As such, we are currently seeking an experienced Financial Planner to manage our new clients. The ideal candidate for this position is a certified professional who has experience providing sound financial advice to a wide range of individuals. The successful applicant will join an experienced team that provides strategic advice to clients about debt management, cash management, investments and insurance. We offer a competitive salary and generous paid time off.Financial Planner responsibilities and dutiesThe responsibilities and duties section is the most important part of the job description. Here you should outline the functions this position will perform on a regular basis, how the job functions within the organization and the title of the manager the person will report to.

• Execute the vision of the company by providing financial planning, insurance and investment services to clients
• Assess clients overall financial picture, and understand their needs to devise an appropriate financial plan
• Work with support staff to establish client records and update their files
• Maintain ongoing relationships with clients, keeping them updated about any changes affecting their finances
• Act as liaison to insurance providers and other financial professionals

Financial Planner qualifications and skillsNext, outline the required and preferred skills for your position. This may include education, previous job experience, certifications and technical skills. You may also include soft skills and personality traits that you expect from a successful candidate. While it may be tempting to include a long list of skills and requirements, including too many could dissuade qualified candidates from applying. Keep your list of qualifications concise, but provide enough detail with relevant keywords and terms.

• Bachelors Degree in Finance, Accounting or related field
• 3+ years experience in a financial planning role
• Strong ability to analyze markets financial data and provide adequate financial advice
• Exceptional communication, presentation and negotiation skills
• Proficiency with Microsoft Office and accounting software

Job Type: Full-timeSalary: 911,135.49 - 949,618.62 per monthSchedule:

• Day shift

Ability to commute/relocate:

• Varanasi, Uttar Pradesh: Reliably commute or planning to relocate before starting work (Required)