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
Solid communication and presentation skills
Client relationship management ability
Ethical and skilled conduct
Proficiency in MS Excel and financial planning tools