Financial Planning Specialist (CFP Certified)

About the job

About Company The company operates within the financial technology industry, providing innovative digital solutions that enhance and streamline modern financial services. Job Description The role requires a person who is passionate about empowering people with financial knowledge, thriving on helping individuals make smart financial decisions for a secure future. Key Responsibilities: • Build strong relationships with clients by understanding their goals and offering personalized financial solutions. • Guide individuals in making informed financial decisions for long-term financial well-being. • Provide expert insights on financial planning, investment strategies, and wealth management tailored to client needs. • Stay ahead of market trends, regulatory changes, and industry best practices to deliver relevant financial advice. • Analyze financial data, track progress, and optimize financial plans for better results. • Represent company at conferences, meetings, and industry events to promote financial education.

Requirements

• Financial Planning
• Investment Strategies
• Wealth Management
• Data Analysis

Qualifications

• Certified Financial Planner (CFP)
• Bachelor’s degree in finance or economics
• MBA-Finance (preferred)

Preferred Technologies

• Financial Planning
• Investment Strategies
• Wealth Management
• Data Analysis

About the company

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