Financial Planner
Freelancer Raju Sen Kolkata
Job Description
Description
We are seeking a Financial Planner to join our team. This entry-level role is ideal for freshers who are passionate about finance and helping clients achieve their financial goals. The Financial Planner will assist clients in developing and implementing financial strategies, while providing guidance on investments and financial products.
Responsibilities- Conduct financial assessments to understand clients financial situations and goals.
- Develop personalized financial plans based on clients needs and objectives.
- Monitor clients financial progress and make adjustments to plans as necessary.
- Educate clients on investment options and financial strategies to help them achieve their goals.
- Provide ongoing support and advice to clients regarding their financial decisions.
- Stay updated on financial regulations and market trends to offer informed advice.
- Strong analytical and quantitative skills.
- Excellent communication and interpersonal skills.
- Proficiency in financial planning software and tools.
- Knowledge of investment strategies and financial markets.
- Ability to build and maintain client relationships.
- Attention to detail and strong organizational skills.
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Job Description
Description
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Job Description
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Job Description
Description
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