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Financial Planner/Advisor
WN Infotech
posted 22d ago
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Job Description
As a Financial Planner/Advisor at WN Infotech, your primary responsibility is to help clients achieve their financial goals by providing personalized financial advice and planning services.
- Conduct comprehensive financial assessments for clients to understand their financial situation, goals, and risk tolerance.
- Develop customized financial plans covering areas such as retirement planning, investment management, tax planning, and estate planning.
- Provide recommendations on investment strategies, asset allocation, and financial products based on clients' needs and objectives.
- Monitor and review clients' financial plans regularly to ensure alignment with their changing circumstances and market conditions.
- Educate clients on financial concepts, investment options, and best practices for wealth management.
- Strong knowledge of financial planning principles, investment products, and tax regulations.
- Excellent communication and interpersonal skills to build rapport with clients and explain complex financial concepts in simple terms.
- Ability to analyze financial data, evaluate investment opportunities, and make informed recommendations.
- Familiarity with financial planning software and tools for modeling and forecasting.
- Commitment to upholding ethical standards and acting in clients' best interests.
Employment Type: Full Time, Permanent
Read full job descriptionCompare WN Infotech with
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