Financial Planning Analyst / SME

About the job

This is Chetan Jain from Aquilasys Inc. I reviewed your profile and believe your background aligns well with an open position we have for a Financial Planning Analyst / SME based in Ghansoli, Navi Mumbai. Please review the position details below: Job Title: Financial Planning Analyst / SME Location: Ghansoli, Navi Mumbai (5 days a week onsite) Shift: US Shift (06:30 PM to 03:30 AM IST) Role Summary: Key Requirements (Must Have): Experience: 26 years in financial planning, investment advisory, or wealth management, specifically serving US High Net Worth (HNW) clients. Education: CFP (Certified Financial Planner) certification is required. Preferred additional qualifications: MBA (Finance), CFA, or CA. Software: Proficiency in financial planning applications like eMoney, MoneyGuidePro, or similar software. Product Knowledge: Strong understanding of Fixed Income, Derivatives, FX, Real Estate, Retirement products (401k), and Tax Planning. Certifications: FINRA Series 6, 63, or 7 license is "Good to Have." Role Summary: You will collaborate directly with Wealth Advisors to create investment, estate, and retirement strategies. Your daily activities will include: Financial Planning: Creating investment plans using planning software and performing risk profiling for clients. Portfolio Management: Performing constant reviews and rebalancing of client portfolios; recommending asset allocation strategies. Collaboration: Coordinating strategy sessions with tax, estate, and insurance professionals. Advisor Support: Managing the Advisors calendar and ensuring research/data gathering is complete for client meetings. If you are interested in this opportunity, please reply with your updated resume and the best time to connect. Thanks & Regards, Chetan Jain Lead Talent Acquisition Specialist Contact Number: +1 732 902 9689 / +91 866 878 7060 Aquilasys Inc. Consulting Technology Outsourcing MWBE & SBE Certified

Requirements

• Financial planning
• Investment advisory
• Wealth management
• Proficiency in financial planning applications

Qualifications

• CFP certification
• 26 years of experience in financial planning
• MBA (Finance) or CFA or CA preferred

Preferred Technologies

• Financial planning
• Investment advisory
• Wealth management
• Proficiency in financial planning applications