Job Tital Certified Financial Planner CFP Location Experience 1-3 years or as required Employment Type Full time About the Role We are seeking a skilled and client-focused Certified Financial Planner CFP to join our team The ideal candidate will provide expert financial advice develop personalized financial strategies and help clients achieve their long-term financial goals This role requires strong analytical skills excellent communication and a deep understanding of financial planning investment strategies taxation insurance and retirement planning Key Responsibilities Assess clients financial situation goals risk tolerance and cash flow Develop comprehensive financial plans including investments tax planning retirement insurance and estate planning Provide recommendations on suitable financial products and investment opportunities Monitor and review financial plans regularly to ensure they remain aligned with clients changing needs Build and maintain strong client relationships based on trust and confidentiality Stay updated with financial regulations market trends and investment strategies Collaborate with internal teams to provide holistic financial solutions Key Skills Competencies Strong knowledge of wealth management investment tax and estate planning Excellent communication interpersonal and presentation skills Analytical and problem-solving ability with attention to detail High ethical standards and client-first mindset Ability to explain complex financial concepts in a simple manner Qualifications Certified Financial Planner CFP certification is mandatory Bachelor s degree in Finance Commerce Economics or related field preferred Proficiency in MS Excel financial software and CRM tools Prior experience in financial planning wealth management or advisory role is an advantage What We Offer Competitive salary and performance incentives Opportunity to work with a growing financial advisory team Professional development and training support Dynamic and client-focused work environment Job Type Full-time Pay Up to 1 000 000 00 per year Application Question s Do you have a Certified Financial Planner by FPSB License Certification CFP Required Work Location In person

📌 Certified Financial Planner (New Delhi)
🏢 Planyourworld Training Academy
📍 New Delhi