Job Description Position: Certified Financial Planner (CFP)

Company Name: Financial Friend
Location: Jaipur

About Financial Friend

Financial Friend is a professional financial planning firm specializing in advanced personal finance, investment management, insurance planning, retirement planning, and wealth creation strategies. We are committed to delivering client-centric, ethical, and goal-based financial solutions.

Position Overview

Key Responsibilities
- Conduct detailed financial need analysis and risk profiling of clients
- Prepare comprehensive financial plans aligned with client goals
- Provide investment advisory across mutual funds, equity, debt, and other financial instruments
- Design insurance and risk management strategies
- Assist clients with retirement, tax, and estate planning
- Review and rebalance client portfolios periodically
- Maintain regular communication and relationship management with clients




- Ensure compliance with regulatory and internal policies
- Generate business through client referrals and networking
- Coordinate with operations and support teams for smooth execution

Required Qualifications
- Certified Financial Planner (CFP) Certification / Pursuing
- Bachelor’s Degree in Finance, Commerce, Economics, or related field
- MBA (Finance)
- 2+ years of experience in financial planning / wealth management

Required Skills:
- Solid knowledge of financial products and markets
- Excellent analytical and problem-solving skills
- Strong communication and presentation skills
- Client relationship management ability
- Ethical and professional conduct
- Proficiency in MS Excel and financial planning tools

Pay: ₹10,753.16 - ₹49,558.20 per month

Work Location: In person

📌 Certified Financial Planner (Jaipur)
🏢 Financial Friend
📍 Jaipur