Apply for Financial Planner

Financial Planner

Wealth Management Advisors | Full-time

Job Description

Advise clients on investment opportunities, retirement planning, and wealth management strategies. Develop personalized financial plans based on client goals and risk tolerance. Build strong client relationships and provide ongoing financial guidance.

Key Requirements

• Bachelor's degree in Finance, Economics, or Business.
• CFP (Certified Financial Planner) designation or equivalent.
• Minimum 3-5 years of experience in financial planning or advisory.
• Excellent communication and client relationship management skills.
• Knowledge of investment products, insurance, and tax strategies.