Are you passionate about making a real difference in people's financial lives? Do you thrive in a dynamic environment where you can apply your expertise to create personalized, forward-thinking financial plans? If so, we have the perfect opportunity for you!
About the Role: As a Certified Financial Planner (CFP), you'll be the trusted advisor clients turn to for guidance on their financial journey. You'll use your expertise to craft comprehensive, customized financial roadmaps that empower clients to achieve their goals, build wealth, and secure their futures. Every day will bring a new challenge as you analyze, strategize, and adapt financial plans to meet the unique needs of each client.
What You'll Do:
Review clients' financial situations in detail from income and expenses to liabilities to create a clear and accurate snapshot of where they stand.
Identify and recommend the best financial opportunities, including tailored insurance plans and investment options, that match your clients' goals and risk appetite.
Develop personalized, actionable financial plans and budgets that break down complex strategies into clear, achievable steps.
Adapt to Changing Goals: Financial landscapes evolve so will your plans. You'll ensure each plan remains relevant by adjusting strategies as clients' life circumstances, priorities, and objectives change.
Build Lasting Relationships: Be a partner and guide in your clients' financial success, earning their trust through empathy, transparency, and expert advice.
:
A Certified Financial Planner (CFP) with a passion for helping clients achieve their financial dreams.
Strong analytical skills to interpret complex financial data and make informed recommendations.
A problem-solver who can think creatively and adapt financial plans to clients' evolving needs.
A great communicator, able to explain intricate financial concepts in a clear and relatable way.
Experience in client-facing roles, with a track record of building lasting relationships.
Skill(s) required
English Proficiency (Spoken)Negotiation & Problem-solvingSales
1. Those who are from or open to relocate to Faridabad and neighboring cities
Other requirements
1. Candidate should have 2/4 wheeler and driving license
Salary
Duration:
Salary during probation:
After probation:
Annual CTC: ₹ 2,50,000 - 3,50,000 /year
Perks
Informal dress code
Number of openings
2
About Greenmint Finserve
At Greenmint Finserve, we are dedicated to providing exceptional financial solutions to our clients while fostering a culture of innovation, teamwork, and professional growth. Joining our team means contributing to a dynamic and rewarding environment where your skills and expertise will make a meaningful impact.
